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Zurich Reinsurer

$8.2M Annual Savings

Bordereaux Reconciliation

The Challenge

A major Swiss reinsurer was processing 450+ treaty bordereaux monthly using a team of 12 accountants. Manual reconciliation took 15-20 days per cycle, with 6% error rates causing disputes, delayed payments, and strained cedent relationships. The process was unsustainable as the treaty book grew 25% year-over-year.

The Solution

Implemented Bordereaux Agent to automate extraction, reconciliation, and anomaly detection across all treaty types. The system handles proportional and non-proportional structures, validates against treaty terms, flags outliers, and generates exception reports requiring human review.

AI Agents Deployed
Bordereaux Agent
Treaty Agent
Compliance Agent

Implementation

Phase 1: Data Extraction
3 weeks

Deployed Bordereaux Agent to process PDFs, Excel files, and structured data feeds from 200+ cedents. Trained on 5 years of historical bordereaux to recognize diverse formats and structures.

Phase 2: Reconciliation Logic
4 weeks

Built automated reconciliation engine matching premium and claims data against treaty terms. Integrated with accounting systems and payment workflows.

Phase 3: Exception Handling
2 weeks

Created intelligent escalation system flagging anomalies requiring human judgment. Reduced accounting team from 12 to 4 FTEs focused on complex exceptions.

Results

Annual Savings
$8.2M

Reduced accounting costs from $10.5M to $2.3M annually

Processing Time
3 days

Bordereaux reconciliation reduced from 15-20 days to 3 days

Accuracy
99.7%

Improved from 94% manual accuracy to 99.7% automated accuracy

Dispute Resolution
-85%

Cedent disputes reduced by 85% due to faster, more accurate processing

"The ROI was immediate and undeniable. We've reinvested savings into underwriting talent and cut our bordereaux cycle by 80%."

CFO
Major Swiss Reinsurer

Technology Stack

Bordereaux Agent
Treaty Agent
Compliance Agent
SAP Integration
Custom OCR Pipeline