Platform
End-to-End Bordereaux Management
Stop chasing spreadsheets, emails, and inconsistent reporting. Combining deep insurance expertise with the latest in AI, Vellum centralizes and automates every step of bordereaux ingestion, validation, and analysis, giving insurers, reinsurers, aggregators, and MGAs real-time visibility into their portfolios.
Would you like a report on where to focus?
- Late feeds
- New files
- Validations
- Premium
- Claims
- Guideline Violations
The Challenge
Fragmented, Manual Data Collection
Bordereaux files arrive in inconsistent formats, layouts, and levels of completeness. Teams spend hours manually merging spreadsheets, fixing field errors, and reconciling exposure, premium, and claims details.
Data That Never Reaches the Business
Legacy tools prioritize ingestion over insight, leaving valuable data out of reach for underwriting, claims, and actuarial teams.
Time-Intensive Processes
Manual file tracking, data issue resolution, and long feedback loops lead to costly delays and force teams to spend time on low-value tasks
Key Capabilities
Frequently Asked Questions
Bordereaux management software automates the ingestion, validation, and reporting of bordereaux files across all data dimensions (e.g., premium, claims, risk exposure). Vellum acts as an AI-powered bordereaux management system that eliminates manual processing, reduces errors, and improves compliance.
Vellum uses AI to standardize formats, map fields, validate data, and surface anomalies. This automation replaces manual spreadsheet cleanup and ensures every bordereau is accurate, complete, and analytics-ready.
Yes. Vellum supports both the ingestion of Lloyd’s 5.2 bordereaux and the transformation of data into the Lloyd’s 5.2 format. That said, in practice, “Lloyd’s 5.2” often varies significantly across managing agents, coverholders, and lines of business. Vellum is built to handle this reality. Our platform is fully template-agnostic, allowing us to ingest, standardize, and map bordereaux data regardless of structural differences, while still producing outputs that meet Lloyd’s expectations. This approach reduces friction, minimizes back-and-forth, and ensures consistent, high-quality reporting even when source data is inconsistent.
Absolutely. MGAs, TPAs, capacity providers, and carriers all rely on Vellum to generate, validate, and distribute accurate bordereaux data to their partners.
Vellum detects missing fields, formatting inconsistencies, policy mismatches, date errors, and exposure anomalies, then normalizes the data using machine-learning-based validation.
Vellum supports premium, claims, risk exposure, payments, facultative, and reinsurance bordereaux. In addition, our ingestion engine is extremely flexible and can ingest other key data that is often not within a bordereau, such as IBNR and TPA fees.
We provide built-in tools to manage and track data submissions from carriers, MGAs, TPAs, and other partners. Expected bordereaux are scheduled by partner and reporting period, giving teams clear visibility into what data is due, received, or missing. Automated tracking and reminders reduce manual follow-ups and help ensure timely, complete data delivery across all partners.
See the Platform in Action
Vellum is built by insurance experts to solve the industry’s most persistent data challenges. Our AI-driven platform standardizes, validates, and aggregates insurance data across underwriting, claims, and financial workflows, giving teams a trusted, real-time view of their portfolios and the confidence to act.
