London Market Bordereaux Field Guide

London Market and delegated authority workflows depend on structured bordereaux data. Column names vary, but the same review questions come up again and again: who is insured, what period applies, what premium or claim amount is being reported, and does the row belong inside the binder or reporting period?

Common premium bordereaux fields

• UMR, binder reference, policy reference, insured name, inception date, expiry date, transaction date, transaction type, gross premium, commission, tax, territory, class, and currency.
• Risk address, occupation, construction, sum insured, and exposure fields where property or specialty risk data is involved.

Common claims bordereaux fields

• Claim reference, policy reference, loss date, notification date, paid, reserve, incurred, status, cause of loss, claimant, territory, and currency.
• Large-loss markers, catastrophe code, recovery, deductible, and open/closed development fields where available.

Useful tools

Use the Bordereaux Validator for field and date checks, the Submission Readiness Score for the full pack, and the London Market tools page for related workflows.