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Bordereau Preparation Guide

Finance Finance Ops Executive Insurance

The prompt

$18

Why this works

System field mapping is the step most often skipped in bordereau setup, leading to manual workarounds that introduce errors. Data quality checks before submission prevent the reinsurer disputes that delay settlements.

Risks & review

Bordereau errors can affect treaty premium settlements and loss recoveries. Establish a dual-review process for the first 3 quarterly submissions before moving to automated delivery.