Automated bordereaux production, tailored to match the requirements of each carrier, combined with realtime MI and reporting

The role of the underwriting agent has become increasingly important as the insurance consumer seeks speed of digital delivery, combined with personalized tailored products. To efficiently balance the needs of their customer with the advanced risk management of the modern carrier, MGAs can now provide bespoke data reporting in real-time. Automating this process reduces operating expenses whilst strengthening the commercial partnership between the MGA and their capacity providers.

Run audit and risk validation for each carrier’s business rules
Report every variable needed for risk pricing and exposure management
Increase underwriting authority with real-time reporting
Message data through the platform to capital & risk models


  • Standardized bordereaux schemas lose the details needed for accurate risk pricing
  • Limited data reporting reduces carriers’ trust in the quality of underwriting
  • Manual data preparation creates information lags, increasing expense ratios
  • Inconsistent data reduces carriers’ appetite to deploy capacity
  • Rigid reporting impedes identification and management of emerging risks
  • Legacy data from acquired through M&A needs integrating

How Quantemplate helps

Quantemplate enables bespoke reporting with embedded data quality validations to ensure timely and accurate data is supplied to each carrier just the way they want it.

Diagram of MGA reporting data flow showing MGA core systems for underwriting, claims and legacy data feeding in via API. Data is transformed, enriched from S&P Capital IQ and validated. Bordereaux are automatically produced in multiple carrier formats and can be submitted in real time via Data Messaging. New Carriers can be rapidly onboarded. Quantemplate also feeds Internal MI & Analytics, with connections to data warehouse (Microsoft Azure API), General Ledger, Risk Models (RMS, AIR), Actuarial, and Analytics (through Quantemplate).

How does Quantemplate work?

Quantemplate is a self-service, cloud-based, automated data solution built for re/insurance professionals

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