Capture and map the submission
Receive the source files and map client-specific columns to the required structure. Keep the original submission available for checking.
Bordereaux Management
Delegated Authority & Bordereaux Management Automation
Map coverholder and MGA bordereaux, validate premium, claims and risk data, and route exceptions for review with iQ + NextBrain.
THE CHALLENGE
How do you process different bordereaux layouts without rebuilding the workflow for every file?
Delegated authority reporting brings together files from coverholders and managing general agents. Premium, claims and risk data may arrive with different columns, layouts and levels of completeness. Teams need to align those submissions with the binder structure, check the agreed rules and resolve exceptions while preserving the original record. Manual re-entry makes that work harder to repeat and review.
FROM DATA TO DECISION
A process you can understand and evaluate.
Check the agreed binder rules
Apply the defined validation checks and identify missing or inconsistent information. The rules and supported formats are agreed for the project.
Resolve and record exceptions
Route queries to the responsible reviewer and retain the correction history through approval. Track the case without losing its source context.
Starting data
- Premium, claims and risk bordereaux
- Client-specific column layouts
- Binder requirements and validation rules
Decisions you can evaluate
- Mapping review
- Validation exceptions
- Submission corrections and approval
Technology that serves the problem
NextBrain supports AI-assisted data ingestion and flexible Excel mapping, while iQsuite coordinates validation, exception routing and approval. The workflow combines the data-handling task with the review process, rather than leaving corrections in separate spreadsheets.
iQ WORKFLOW + NEXTBRAIN AI
A connected workflow with accountable review
WORKFLOW USE CASE
Delegated Authority and Bordereaux Management
The operational problem
Coverholders and managing general agents (MGAs) submit premium, claims and risk bordereaux in different layouts. Re-keying each file and checking it against binder requirements can fragment the process and make corrections difficult to trace.
The proposed workflow
The workflow ingests the submitted information, maps fields to the binder structure and validates against agreed rules. Exceptions are routed for review, with submissions and corrections recorded through to approval.
- Ingest Excel, CSV, PDF and email attachments within the formats agreed for the project.
- Use client-specific mappings instead of requiring one fixed spreadsheet layout.
- Review validation exceptions and retain a record of the submitted data and corrections.
What to evaluate. Evaluate mapping accuracy, validation coverage, manual re-entry and the time needed to resolve exceptions. Confirm supported formats and binder rules with representative files.
Flexible Excel Mapping for Different Client Data Structures
NextBrain supports multiple Excel column schemas, mapping views for reviewing larger tables, and downloads of mapping and evaluated data. This helps teams review how client-specific inputs align with the target structure while keeping the mapping visible.
Industry context: Lloyd’s reporting standards describe a core dataset for risk, premium and claims reporting. Project-specific mappings and checks still need to be agreed. Lloyd’s reporting standards ↗
Source: iQ + NextBrain FS&I Solution Overview · September 2026 · v1.0
How to evaluate value
Evaluate field mapping against reviewed reference files, validation coverage, exception-resolution time and manual re-entry. Include incomplete and inconsistent submissions when assessing the workflow.
Questions about this solution
What is bordereaux management?
It is the handling of reporting records for delegated authority business, including risk, premium and claims information. This workflow focuses on receiving, mapping, checking and reviewing those records.
Can coverholders keep their own spreadsheet layout?
Client-specific mapping schemas allow different source layouts to be reviewed against the target structure. Representative layouts must be checked during scoping to confirm supported inputs and the target fields.
How are binder validation exceptions handled?
Agreed checks identify records needing attention. Exceptions are routed to a responsible person, and corrections remain connected to the submission and approval record.
Does this certify compliance with Lloyd’s reporting requirements?
No certification is claimed. Applicable reporting fields, validation rules and review responsibilities must be defined and validated for the intended operation.
Workflow Automation
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