Bordereaux Management demo
Any delegate's spreadsheet in; a clean, checked bordereau in the standard layout out, with every rejected row explained. 1:15
What the demo shows
A bordereaux solution for carriers and MGAs that maps and checks each delegate's monthly file.
Six agents load a month's bordereaux in hours instead of days, check every row against the binder and put each delegate's file into one standard layout.
Transcript
- Bordereaux's management maps and checks each delegate's monthly bordereaux for carriers and MGAs.
- Each delegate sends its own layout, so analysts remap every file by hand.
- North March's September file arrives with 38 columns, 36 land on the standard layout from memory, and every row is checked.
- But TIV is missing.
- Total insured value sits in its place with the same values.
- One confirm snaps it onto its remember target.
- Five locations fail the limit.
- 23 rows are rejected, each with its reason, and the return is drafted.
- Risks outside the binder go to the head of delegated authority.
- Every border row in your layout within ours, each rejected row explained.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.