How Verodat Powers Bordereaux Agent Workflows

Bordereaux management is changing fast.
Insurers and MGAs are under pressure to process data faster, maintain governance, and deliver real-time insights to underwriters, compliance teams, and executives.
For many, this shift is being driven by AI — but the biggest challenge isn’t the technology itself.
It’s whether the data behind it is ready.

That’s where Verodat comes in.

From Manual Files to Governed, AI-Ready Data

Verodat is a data-first platform that automates, validates, and governs bordereaux data across risk, premium, and claims.
Our Bordereaux Management solution transforms fragmented spreadsheets and PDFs into clean, structured, and compliant datasets — without the heavy engineering lift.

Within weeks, Verodat replaces repetitive manual processing with a governed data supply chain that:

• Validates every row automatically against business and contract rules.

• Flags and fixes data quality issues before they hit your team.

• Provides full audit trails and MI-ready outputs.

• Integrates directly into your SQL, Snowflake, or reporting layer.

It’s fast to deploy, fully supported, and instantly usable by business users — no developers or re-platforming required.

Once Your Bordereaux Is Organised — It Doesn’t Stop There

With your data governed and structured by Verodat, you’ve built more than just a reporting pipeline.
You’ve created the foundation for automation — a data layer that can safely power AI-driven workflows across your delegated authority operations.

This is where Verodat’s AI enablement and the ADRI (Agent Data Readiness Index) come in.

Introducing ADRI — The Confidence Layer for Agents

The ADRI (Agent Data Readiness Index) measures and enforces the readiness of data before any AI agent acts on it.
In other words, it ensures that every AI-driven action — whether it’s summarising bordereaux files, generating performance briefings, or forecasting risk exposure — is based on verified, complete, and up-to-date data.

Together, Verodat’s Data Supply Manager and ADRI framework make it possible to safely build and deploy agent workflows on top of your existing bordereaux data, with full visibility and control.

Examples of Bordereaux Agents You Can Activate

Once your bordereaux data sits within Verodat’s governed layer, new possibilities open immediately.
Here are just a few examples of agent workflows our clients are exploring today:

• Underwriter Summary Agent
  Automatically creates a daily or weekly briefing for underwriters — highlighting performance by coverholder, loss ratios, and exposure shifts.

• Exception Monitoring Agent
  Flags rule breaches (e.g. expired policies, incorrect premiums, missing claim references) in real time and alerts the operations team for review.

• Renewal Performance Agent
  Tracks policy renewals and aggregates loss and profitability trends, sending proactive insights to account managers.

• Portfolio Forecasting Agent
  Uses validated bordereaux data combined with external data sources (e.g. market rates, FX trends) to model upcoming exposure and capital requirements.

• Audit-Ready Reporting Agent
  Generates regulator-ready or internal audit reports automatically, with full traceability from file upload to output.

Each of these agents operates securely and reliably because Verodat provides the data supply, governance, and audit logic behind them.

Why It’s So Easy with Verodat

Implementing automation in bordereaux doesn’t have to mean building from scratch or hiring data engineers.
Verodat was designed to fit around how insurers and MGAs already work.
Your team defines the business logic; Verodat handles the technical lift.

• Pre-built connectors for all major file formats and systems.

• Weekly working sessions during setup — no complex onboarding.

• Verodat Logging built in, so every action is observable and verifiable.

• Expandable design — start with bordereaux, then extend to claims, pricing, or MI reporting when you’re ready.

In short: Verodat gives you immediate ROI today, and the foundation for AI tomorrow.

The Opportunity for Delegated Authority

The shift toward agent-based automation is already underway.
As organisations like CJ Coleman and Fenchurch look to operationalise their AI strategies, the ability to trust data will define who moves first — and who moves fastest.

Verodat ensures your bordereaux data is structured, governed, and ready for that future.
Whether you want to improve operational efficiency, reduce reporting cycles, or deploy intelligent agents, Verodat provides the foundation to make it real — safely and at scale.