Bordereaux Generation Made Easy: Faster, Smarter Reporting for Underwriters

Bordereaux reporting has long been a tedious, error-prone process in insurance. Spreadsheets multiply, versions get lost, and underwriters spend more time reconciling data than making decisions. In today’s fast-paced MGA/MGU environment, delays and inaccuracies can affect risk management, carrier confidence, and portfolio health. Kitsune’s Integrated Bordereaux Generation feature brings reporting directly into the underwriting workflow.

How It Works:

The feature allows teams to generate combined Risk and Premium bordereaux in minutes, with built-in validation for accuracy and compliance. With version control, drafts are separated from final submissions. All the while, flexible templates, including a configurable option to add Lloyd’s references, can ensure every report meets requirements.

Key Benefits:

• Faster reporting: Turn a process that once took weeks into minutes
• Accuracy and compliance: Reduce errors with automated validation checks
• Insights & risk management: Continuous access to portfolio data helps underwriters monitor exposures and make better decisions

Who It’s For:

MGAs, MGUs, carriers, and underwriting & operations teams looking to simplify reporting, strengthen carrier relationships, and make data-driven underwriting decisions.

With Kitsune, bordereaux reporting transforms from a manual chore into a strategic advantage, faster, more reliable, and aligned with your portfolio goals.