Case Study

Bermuda Reinsurer Cuts Bordereaux Processing Costs by 45%

Mid-market reinsurer automates bordereaux reconciliation, reducing operational costs from $480K to $265K annually while improving accuracy and eliminating peak-season bottlenecks.

Company Size

$400M Premium

Focus Areas

Bordereaux Processing

Timeline

12 Weeks

The Challenge

This Bermuda-based reinsurer processed 500+ bordereaux monthly across 80+ cedents. The operation consumed significant resources and created seasonal bottlenecks:

2.2

FTE dedicated to bordereaux processing

92%

Accuracy rate (8% error rate)

$480K

Annual processing cost

Key Pain Points:

  • • 3-5 day processing cycles due to manual data entry and validation
  • • Hurricane season created 2-week processing backlogs
  • • 8-12% line items required manual correction or cedent follow-up
  • • Limited visibility into data quality until month-end reconciliation

The Solution

Implemented AI-powered bordereaux automation with phased rollout over 12 weeks:

Week 1-2: Assessment & Planning

Audited current processes, identified top 10 cedents (representing 65% of volume), and mapped data integration requirements. Total time investment: 40 hours.

Week 3-4: AI Training & Configuration

Trained AI system on 100+ historical bordereaux, configured data extraction rules, and built validation frameworks. Team worked with vendor to customize for specific cedent formats.

Week 5-8: Pilot Deployment

Deployed on 3 largest cedents representing 35% of volume. Ran parallel manual processing for 4 weeks to validate accuracy and gather operational feedback.

Week 9-12: Full Rollout & Optimization

Extended automation to all 80 cedents. Established exception management processes and trained team on new workflows. Achieved steady-state operations.

Quantified Results

Operational Metrics

Processing Time

3-5 days

4-8 hours

85% time reduction

Accuracy

92%

98.5%

6.5 percentage point improvement

Manual Errors

8-12% of lines

1.5% of lines

82% error reduction

Peak Season Capacity

500 bordereaux/mo

1200+ bordereaux/mo

240% increase

Financial Impact (Year 1)

Before: Annual Processing Cost

$480,000

Labor Cost Reduction (1.8 FTE)

-$225,000

Error/Rework Reduction

-$45,000

Peak Season Efficiency (No overtime)

-$60,000

AI Platform & Implementation Cost

-$85,000

After: Net Annual Cost

$215,000

Year 1 Savings

$265,000 (55%)

Organizational Impact

Operations Team

Freed 1.8 FTE to focus on high-value activities: process improvement, cedent relationship management, and data quality initiatives. Peak season no longer requires overtime.

Finance & Compliance

Monthly closing accelerated by 2-3 days due to faster bordereaux processing and improved data quality. Audit findings related to data quality eliminated.

Claims & Underwriting

Immediate access to clean bordereaux data improved claims processing and underwriting decision quality. Faster data availability supports better market positioning.

Key Success Factors

  • 1.

    Start with largest cedents: Focusing pilot on top 3 cedents (35% of volume) validated AI effectiveness quickly and built team confidence.

  • 2.

    Run parallel processing: 4-week parallel validation proved accuracy to skeptical teams and identified edge cases before full rollout.

  • 3.

    Invest in training: Comprehensive team training on new workflows and exception management ensured smooth transition.

  • 4.

    Focus on exceptions: Shifting team focus from routine data entry to handling exceptions increased job satisfaction and reduced turnover.

Ready for Similar Results?

Let's discuss how AI automation can deliver 40-50% cost reduction for your bordereaux operations.

Schedule Assessment