Plain-English answers to the questions the delegated-authority back office runs on. Written by the team that builds the systems that do this work.
The three-way reconciliation of bank statement, bordereau and broker remittance, and why it breaks down.
Read the guide → Premium & cashMatching money received to the policies it pays for: the five steps, the four patterns that make it hard.
Read the guide → Premium & cashWhat connects, why generic tools fail on program-level attribution, and what changes after.
Read the guide → Premium & cashBank credit, broker remittance and bordereau in agreement: the workhorse rule of premium matching.
Read the guide → BordereauxWhat a bordereau is, written versus paid, and the errors that hide in partner files.
Read the guide → BordereauxWhat the software does, four routes to it, the shortlist, Lloyd's format and whether to outsource or buy.
Read the guide → BordereauxThe seven layers of the delegated authority data chain, the market in numbers, and what DDM, DCOM, CDR and CRS v5.2 mean.
Read the guide → Document processingWhat IDP handles across submissions, claims, bordereaux and bank files, why OCR and templates fail, and how to evaluate it.
Read the guide → SubmissionsHow messy broker packets, ACORDs, SOVs and email become structured, source-traced submissions.
Read the guide → SubmissionsThe five types of platform, an eleven-vendor comparison, security questions and who should pick which.
Read the guide → ClaimsWhy bulk claims listings bury the claims that matter, and how to screen them for real risk.
Read the guide → ClaimsHow reinsurers and programme carriers monitor claims bordereaux for large losses, reserve movements and watch-list terms, by hand and with software.
Read the guide →Evaluating software instead? Start with bank reconciliation, bordereaux reconciliation, submissions, or claims. Comparing bordereaux platforms? See VIPR alternatives.
The five benchmarks that separate high-performing cash operations, with the data behind each.
Read it →What the AI vocabulary actually means for insurance operations, and how to evaluate it.
Read it →Operational resilience and agentic AI in the 2026 MGA market.
Read it →30 minutes, no slide deck. Tell us where the volume hurts and we show you the Analyst on it. Bring a bordereau, statement or submission if you have one; you don’t need to.
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