Bordereaux software that reports itself.
Soldek is bordereaux software for MGAs and coverholders that builds premium and claims bordereaux automatically from your live book — stored as Excel and CSV, and submitted to capacity on schedule.
In the platform
- Premium bordereaux
- Claims bordereaux
- Excel & CSV export
- Auto-submission
- Per-binder reporting
- Reconciliation
Bordereaux software that ends the month-end spreadsheet scramble
Producing bordereaux by hand is slow and error-prone. Soldek’s bordereaux software generates Lloyd’s-style premium and claims bordereaux directly from your policies and claims, so the numbers always reconcile with your book.
Reports are stored automatically, exportable as Excel or CSV in the format your capacity providers expect, and can be emailed to the lead underwriter on a schedule — no manual assembly required.
- No more manual month-end bordereaux
- Lloyd's-style premium and claims splits, tested and accurate
- Stored, versioned and emailed to capacity automatically
- Export to Excel or CSV in the required format
Everything in one
automated platform.
Premium bordereaux
Gross premium, brokerage, commission and net to carrier split automatically per policy.
Claims bordereaux
Paid and reserved amounts per claim, linked back to the policy and binder.
Excel & CSV
Export in the format capacity providers ask for — every channel produces an identical file.
Auto-submission
Generated, stored and emailed to capacity on a recurring schedule.
Per binder
Report by binder, period and insurer with totals that tie out.
Always reconciled
Built from your live policies and claims, so figures match your accounts.
bordereaux software,
answered.
What is bordereaux software?
Bordereaux software automates the regular premium and claims reports an MGA or coverholder must send to its capacity providers. Soldek generates these from your live book, stores them, and can submit them to capacity automatically.
Does Soldek email bordereaux to capacity providers?
Yes. Soldek can store the generated file and email it to the binder’s lead underwriter on submission, and scheduled automation can produce periodic bordereaux automatically.
What formats are supported?
Bordereaux can be exported as Excel (XLSX) and CSV, using a shared workbook builder so every channel produces an identical, reconciled file.
See Soldek
on your own book.
A 30-minute walkthrough of bordereaux software on your products, your binders and your numbers.