Cedent Reporting Agent
Eliminate bordereaux reconciliation delays and errors. Automated cedent reporting with real-time accuracy, compliance checking, and instant discrepancy resolution. Process monthly bordereaux in hours instead of weeks.
The Cedent Reporting Challenge
Monthly bordereaux from multiple cedents with varying formats and data structures
Manual data entry and reconciliation consuming 100+ hours per month
Accuracy issues (15-20% of entries contain errors) causing disputes and delays
Compliance checking across multiple jurisdictions and carrier requirements
Discrepancy resolution through back-and-forth email and calls with cedents
Late reporting impacting commission payments and cash flow forecasting
Relationship strain from reporting delays and accuracy issues
Result: MGAs spend 40-50% of finance and operations time on bordereaux reconciliation, while cedent disputes damage relationships and delay revenue recognition.
How the AI Agent Works
Bordereau Ingestion & Parsing
Automatically receive bordereaux in any format (PDF, Excel, XML, email). AI extracts all data with 99% accuracy regardless of format variation or cedent naming conventions.
Real-Time Data Validation
Validate every entry against carrier guidelines, coverage rules, and treaty terms. Flag discrepancies and errors instantly for resolution before reporting.
Compliance Checking
Automatically verify compliance with regulatory requirements across all applicable jurisdictions. Check reporting standards, premium calculations, and mandate requirements.
Reconciliation & Discrepancy Resolution
Match cedent data to placements, previous bordereaux, and coverage terms. Automatically resolve discrepancies or escalate for cedent follow-up with detailed documentation.
Reporting & Analysis
Generate compliant reports and send to cedents. Provide real-time dashboards showing bordereaux status, cedent performance, and compliance status across your portfolio.
Business Impact
80% Time Reduction
Bordereaux processing from weeks to hours
→ Free up 300+ hours annually per MGA
99% Data Accuracy
Reduce manual entry errors from 15-20% to under 1%
→ Eliminate cedent disputes and corrections
Real-Time Compliance
Automatic verification across all requirements
→ Zero compliance violations or fines
Faster Commission Processing
On-time reporting enables on-time payments
→ Improved cedent satisfaction and retention
Discrepancy Resolution
Issues identified and resolved automatically
→ Reduce cedent follow-up by 90%
$200K-300K Annual Savings
Per MGA from labor and error reduction
→ Direct bottom-line improvement
Seamless Integration
The Cedent Reporting Agent connects to your finance and reporting systems without disruption.
Data Sources
- Email inbox for bordereaux submissions
- Cloud storage (Dropbox, OneDrive, Google Drive)
- Cedent portals and secure file exchanges
- API connections to AMS and financial systems
Output Systems
- Financial reporting and accounting systems
- Compliance and audit trail systems
- Cedent dashboards and reporting portals
- Real-time analytics and BI platforms
ROI & Implementation Timeline
Integration with your existing systems
ROI positive from time savings
Per MGA from labor and error prevention
Ready to Eliminate Bordereaux Reconciliation?
See how the Cedent Reporting Agent transforms your MGA operations.
Schedule Demo