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Reinsurance Analyst

Reconcile cessions and process bordereaux

Automates✓ Available Now

What You Do Today

You calculate and report ceded premium and losses to reinsurers through bordereaux statements, ensuring treaty terms are properly applied and accounting is accurate.

AI That Applies

AI automates bordereau generation by applying treaty terms to policy and claims data, catching coding errors and treaty application mistakes before reporting.

Technologies

How It Works

For reconcile cessions and process bordereaux, the system draws on the relevant operational data and applies the appropriate analytical models. The processing layer applies the appropriate analytical models to the structured data, generating scored outputs that surface the most actionable insights. The results integrate into the practitioner's existing workflow — presenting recommendations, flags, or automated outputs alongside their normal working context.

What Changes

Manual bordereau preparation and checking becomes largely automated, with AI catching discrepancies that would create disputes later.

What Stays

Resolving exceptions and judgment calls — like whether a multi-year claim cedes under the treaty in force at loss date or report date — still needs your expertise.

What To Do Next

This section won't tell you what your numbers should be. It will show you how to find them yourself. Every instruction below produces a real, verifiable result in your organization. No benchmarks, no projections — just the steps to build your own evidence.

1

Establish Your Baseline

Know where you are before you move

Before adopting AI tools for reconcile cessions and process bordereaux, understand your current state.

Map your current process: Document how reconcile cessions and process bordereaux works today — who does what, how long it takes, where the bottlenecks are. You need this baseline to measure improvement.
Identify the judgment points: Resolving exceptions and judgment calls — like whether a multi-year claim cedes under the treaty in force at loss date or report date — still needs your expertise. These are the boundaries AI won't cross.
Assess your data readiness: AI tools for this area need data to work. Check whether your organization has the historical data, integrations, and data quality to support Automated Reconciliation tools.

Without a baseline, you can't measure whether AI actually improved anything. You'll adopt tools without knowing if they're working.

2

Define Your Measures

What to track and how to calculate it

Time per cycle

How to calculate

Measure how long reconcile cessions and process bordereaux takes end-to-end today, then after AI adoption.

Why it matters

The most visible improvement is speed. If AI doesn't save time, question whether it's adding value.

Quality of output

How to calculate

Track error rates, rework frequency, or stakeholder satisfaction scores before and after.

Why it matters

Speed without quality is just faster mistakes. Measure both.

When to check: Check after 30 days of consistent use, then quarterly.
The commitment: Give new tools at least 30 days before judging. The first week is always awkward.
What NOT to measure: Don't measure AI adoption rate as a KPI. Adoption follows value — if the tool helps, people use it.
3

Start These Conversations

Who to talk to and what to ask

your CFO or VP Finance

Which steps in this process are fully rule-based with no judgment required?

They're prioritizing which finance processes to automate first

your ERP or finance systems admin

What's the error rate on the manual version, and what would "good enough" look like from an automated version?

They know what automation capabilities exist in your current stack

4

Check Your Prerequisites

Confirm readiness before you invest

Check items as you confirm them.