Program Reporting
Monthly program results for each carrier, every figure tied to the bordereau row behind it.
Why it matters
Program reports are built by hand from many bordereaux and spreadsheets; they arrive late, and when a carrier asks why the loss ratio moved, nobody can show the rows behind it.
How the solution handles it
Five agents consolidate every coverholder’s bordereaux, earn the written premium, compare loss ratios to plan and prior periods, explain each variance with the rows behind it, and write the report in the carrier’s template. The program manager reviews and sends.
How a month moves
Five specialist agents consolidate, earn, analyse and explain each month’s results; the program manager reviews and sends.
What it reads, and what it hands back.
What goes in
- Risk, premium and claims bordereaux
- Program business plan
- Rate and exposure data
- Carrier report template
What comes out
- Carrier performance report
- Loss ratio and rate trends
- Variance notes with source rows
- Signed report pack
Who uses it
The difference, in numbers.
Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.
every figure traced
“Target” = design goal, measured in the live solution · agents = the live solution’s configuration
5 specialist agents. One person decides.
More in this division.
Every monthly bordereau checked row by row against the binder, with breaches flagged before the month closes.
Claims BordereauxEvery TPA claims bordereau checked against authority and reserves, with leakage flagged each month.
Authority AuditCoverholder audits that test every bound risk against the binder, with a cited draft report in days.
Build this
for your team.
We’ll show Program Reporting running on your own documents.