Automated Bordereau Reconciliations and Financial Controls

Brokers and Insurers have highly complex and bespoke relationships. These result in unique financial control processes to effectively manage financial operations within firms.

One such process is Bordereau reconciliations, which can be are disjointed difficult to monitor and often highly time consuming for firms.

This paper looks at the process involved in Bordereau reconciliations and the challenges they bring, before introducing the AutoRek Bordereau solution and showing how it manages the whole process, increasing speed and efficiency whilst significantly reducing the costs involved.

 

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