Binding authority and bordereaux
Know where every binder stands. Send bordereaux that reconcile.
Track each binding authority and its capacity as you bind. Bordereaux build themselves from the ledger and match it to the cent.
A monthly premium bordereau for a binding authority builds itself row by row from the month's new business, renewals, endorsements and cancellations. Cancellations go in as negative premium. The total reconciles to the ledger and the bordereau is sent to the capacity provider.
Capacity · 2026 binders
BA-26-014 · GL64% used
BA-26-015 · D&O41% used
BA-26-019 · Property78% used
Property binder at 78%: review before Dec
Capacity in view
Every capacity provider, binder and product allocation in one place.
- Binders with their carriers, dates, lines and limits
- Capacity allocated by product across binders
- Usage updated with every bind, endorsement and cancellation
- Routing rules that send each risk to the right binder
October bordereau
Reconciled · sent to Meridian Specialty
Bordereaux from the ledger
Premium bordereaux come from the same transactions you invoice, so they agree with your accounts.
- New business, renewals, endorsements and cancellations in one run
- Cancellations and return premiums signed negative
- Taxes and fees kept apart from premium
- Exported to Excel for each capacity provider
Before you ask
Questions about bordereaux.
- Can we match each carrier's bordereau layout?
- Bordereaux are generated per capacity provider. Talk to us about the columns your carriers expect.
- What about claims bordereaux?
- coverbinder produces premium bordereaux today. Tell us what your claims reporting looks like.
See it with your own submissions.
A 30-minute walkthrough on your lines, your forms and your binders.
Book a demo