Bordereaux and Commission Statements

Bordereaux can be created for an Insurer by currency, policy type, currency and dates and automatically named and saved on a local computer disk as an Excel spreadsheet ready for checking and issuing.

Bordereaux need to be designed to meet the insurer's or re-insurer's specification.

The commission statement creates a list of policies for a broker by currency and payment month/year, which can be saved as an Excel spreadsheet.

From the commission statement report a list of paid invoices can be created listing commission due. Invoices can be selected and payment and transaction records created.

Video length 00:30 minutes

The videos do not show all features and are intended to provide an overview only.