Transforming Insurance Operations with Automated Bordereau Processing

Client Overview

A global insurance and reinsurance firm responsible for managing cover holder submissions and onboarding data for new business entities across geographies.

Problem Statement

• Inconsistent file submissions caused frequent compatibility issues with internal systems.
• Manual processing of entity-level data consumed a full workday, introducing delays and increasing the risk of human error.
• Lack of automation made data integration inefficient and error-prone.
• Increased data volume from expanding portfolios strained operational bandwidth.

Solution Provided

To resolve these challenges, Decimal Point Analytics implemented a custom Excel-based automation tool designed for high-volume entity processing. The solution included:

• Structured data import pipelines to standardize raw file formats into system-compatible templates.
• A fully automated data validation and preparation workflow, minimizing manual oversight.
• Enhanced accuracy and consistency in entity onboarding using our Data Management Solutions.
• Reduced reliance on internal resources while boosting overall operational throughput.

Outcome

• Processing time reduced by 20–25%, shrinking the task from a full day to a few hours.
• Scaled operations to handle more workload with the same team.
• Improved accuracy in entity data through built-in validation logic.
• Delivered a reliable and scalable solution that increased overall client satisfaction.

Key Takeaway

Automating bordereau processing doesn’t just improve turnaround—it builds scalability, accuracy, and long-term operational resilience.

Facing similar data challenges in insurance operations? Talk to our experts to explore how our Insurance & Reinsurance Analytics and Automation Solutions can help you reduce errors, boost accuracy, and increase efficiency.