Bordereaux Validator
Validate premium and claims bordereaux for missing fields, duplicates, binder period issues, and amount problems before sending files to market.
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What the bordereaux validator checks
Bordereaux files are often exchanged as spreadsheets between coverholders, brokers, TPAs, carriers, and London Market teams. This validator checks the practical problems that slow those workflows down: missing policy or claim references, blank insured names, out-of-period dates, duplicate rows, negative or invalid amounts, and missing country or territory fields.
Why this matters for London Market and delegated authority work
London Market and delegated authority reporting depends on structured, consistent data. A bordereaux can look complete in Excel but still fail review because the binder period, transaction dates, premium fields, or claims references do not line up. Running a first-pass check before sending the file helps reduce rework.
Supported workflows
The tool is designed for premium bordereaux, risk bordereaux, and claims bordereaux across UK, London Market, EU, US, and Australian commercial insurance workflows. It is intentionally flexible because column names vary between bordereaux templates.
Important limitations
This checker does not replace a carrier bordereaux template, Lloyds reporting requirement, local tax review, or binding authority contract wording. It is a browser-based data-quality tool that helps you find common issues earlier.
Before and after example
A messy premium bordereaux might include a duplicated policy reference, a blank insured name, a transaction date outside the binder period, and a negative premium adjustment with no explanation. The validator flags those rows, groups the issues by severity, and lets you export a CSV report so the file owner can fix the references, dates, premium values, and missing names before the bordereaux is sent onward.
Templates and field guidance
Use the insurance spreadsheet templates page for premium and claims bordereaux CSV starters, required fields, and common column aliases. For a deeper comparison, read premium bordereaux vs claims bordereaux.