Bordereaux Reconciliation & Cashops AI Agent
Know Your Cash Position With Certainty
Accurate Matches. Predictable Cash Flow. Full Visibility.
Brisc offers powerful, AI-driven capabilities uniquely designed to tackle the specific challenges of bordereaux and cash management in the insurance industry, delivering tailored benefits to optimize your financial operations.
90%+ Auto-Match Rate
Most transactions match automatically. Your team handles only the flagged exceptions that actually need human judgment.
Live in Weeks, Not Months
Deploy in 2-6 weeks. No system replacement required. Works with your existing bank feeds and bordereaux exports.
Give Your Team Time Back
Automate the matching. Your team reviews exceptions, chases payments, and manages cash not rows in spreadsheets.
Scales With Your Book
The process that works at $50M GWP still works at $200M. Add programs and bank accounts seamlessly without adding headcount.
Aligned Pricing
Simple, GWP-based pricing. Your cost scales with the premium you're managing, not with how many transactions you process.
Audit-Ready
Complete audit trail for every match, every exception, every resolution. When auditors ask questions, you have answers.
As your book grows, reconciliation becomes the bottleneck.
Every new program adds another bank account, another bordereaux format, another set of broker remittance patterns. What worked at $20M GWP breaks at $50M.
Your team spends days matching transactions instead of managing cash. By the time you've reconciled last month, you're already behind on this month.
And the real risk isn't inefficiency — it's the policy that was bound but never paid. If a claim comes in on premium you never collected, you're exposed.
Manual processes can't give you the visibility to catch problems before they compound.
Meet Brisc's Bordereaux & CashOps AI Agent
Every transaction matched or explained. Every policy tracked from bound to paid. Real-time visibility for finance, underwriting, and leadership on the same page, without the email chains.
Brisc automates the matching so your team can focus on the exceptions that actually need attention.
1. Ingest & Normalize
Transform raw bordereaux data into a clean, usable format effortlessly. Brisc's AI Agent automates data extraction from various formats (PDFs, Excel, email attachments, etc.), standardizes and validates data for consistency and accuracy across all documents, regardless of format or terminology.
2. Match & Reconcile
Track every policy through its payment lifecycle. Surface unpaid premium before it becomes overdue. Avoid the scenario where you're on risk for a policy where premium was never collected — and a claim comes in. Systematic tracking replaces hope-and-check.
3. Track & Act
Underwriters see which of their accounts have payment issues. Management sees the full picture. Finance stops being the bottleneck for status updates. One dashboard, shared visibility, no more chasing people for answers.
Hidden Risks in Plain Sight
See how Brisc uncovered systemic data quality issues inside a multi-year reinsurance program — revealing a 12% uplift in true profitability.
Unlock Actionable Intelligence from your Bordereaux Data
Brisc transforms your processed bordereaux data into real-time intelligence. Go beyond basic reporting to ask questions and gain deep insights directly from your data using our intuitive Gen AI chat interface.
Gain real-time insights
Get instant visibility into trends and answers from your bordereaux data to make smarter decisions, faster.
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Automate reports
Save time by automating and scheduling recurring tasks and bordereau reporting.
The Old Way vs. Brisc
Month-end surprises
You don't know what's outstanding until you've finished reconciling.
Real-time cash position
See bound unpaid, reconciled, and overdue amounts instantly.
Unpaid premium slips through
Policies bound but never paid create legal exposure if a claim occurs.
Systematic tracking
Every policy tracked from bound to paid. Nothing slips through.
Underwriters chasing payments
High-cost talent diverted to checking payment status and following up with brokers.
Self-service visibility
Underwriters see their book's payment status without asking finance.
Month-end crunch
Reconciliation happens in a panic the last week of the month.
Continuous reconciliation
Matching happens continuously. Month-end is a review, not a scramble.
Spreadsheet archaeology
Reconstructing what happened requires digging through files and emails.
Full audit trail
Every match, every exception, every resolution documented automatically.
Complexity breaks the process
Adding programs or bank accounts means more manual work.
Scales with your growth
Add complexity without adding headcount.
Built For Insurance. Built For Scale.
Domain-Trained AI That Understands Your Business.
Learns your SOPs
Trains on your bordereaux, remittance patterns, and matching logic.
Handles any format
Spreadsheets, PDFs, emails, broker statements, images—even handwritten notes.
Flags true exceptions and risk
Automatically surfaces unmatched premium, short payments, timing issues, and anomalies that require review.
Enterprise-grade security
SOC 2 Type II certified and CCPA compliant, with secure, isolated environments and full audit trails.
Know Your Cash Position.
Protect Your Book.
Frequently Asked Questions
What is bordereaux reconciliation?
Bordereaux reconciliation is the process of matching premium and claims bordereaux data against bank statements, trust accounts, and remittance advice to verify that the correct amounts have been paid and received across delegated authority programs.
What is the Brisc Bordereaux & CashOps AI Agent?
The Brisc Bordereaux & CashOps AI Agent automates premium reconciliation and cash application across delegated authority programs. It ingests bordereaux data, matches it to bank transactions, tracks policies from bound to paid, and provides operational visibility across finance, underwriting, and operations teams.
Why is bordereaux reconciliation difficult to scale?
Bordereaux reconciliation becomes difficult at scale because bordereaux files arrive in inconsistent formats and must be validated against historical data and bank transactions. Teams often rely on Excel and manual checks to match records, which becomes time-consuming and error-prone as portfolios grow.
How does Brisc automate borderaux reconciliation?
Brisc’s Bordereaux & CashOps Agent automates reconciliation by ingesting bordereaux, bank statements, and treaty documents, then performing intelligent matching with up to 97% accuracy. Exceptions are flagged for human review with full audit trails. The agent surfaces bound-but-unpaid policies, overdue premiums, and cash application discrepancies in real time — replacing monthly spreadsheet exercises that leave teams weeks behind.
What types of bordereaux can Brisc process?
Brisc processes multiple types of bordereaux including premium bordereaux, claims bordereaux, and other delegated authority reports. The platform can ingest data from spreadsheets, PDFs, and email attachments—even when file structures change between reporting periods.
How accurate is automated bordereaux reconciliation?
Brisc achieves up to 97%+ automated match accuracy, allowing finance and operations teams to focus only on exceptions. This significantly reduces manual reconciliation work and improves financial visibility across insurance programs.