Mi Trader for Bordereaux
A comprehensive administration system for Insurers, MGA's and Brokers to manage their binding authorities and resultant bordereaux processing functions.
The Mi Trader for Bordx (T4Bdx) framework provides 'out of the box' functionality to manage the Coverholder Bordereaux submission process and generate management information from any data within the bordereau reports
Administrator users can create new Contracts, which can be split into one or more Sections. They can then define, against each Section, Coverholder, Submission, frequency (monthly, quarterly) & required Bordereaux (policy, claims etc).
Once finalised, the necessary bordereaux entities are automatically created and assigned to the Coverholder. The Administrator can then extend the Contract period, creating the required Submissions for that period. Midterm Coverholder change is also available.
Additionally the T4U framework will allow the underwriter administrator the self-service of the comprehensive Company Management module for administering participating companies, teams and users.
Mi Trader for Bordx provides the surety of a pre-built workflow framework together with the flexibility that a tailored configuration environment provides - truly the best of both worlds.
The 100% internet based Mi Trader for Bordx framework is built upon the proven Mi Trader platform, a platform in use by thousands of users every day transacting global insurance business.
All product lines are configured using the market leading Mi Trader Studio tool. This tool, built upon Microsoft's latest technologies, provides a TRUE configuration environment for the tailoring of forms, schemas, rating, documents and services.
Suitable For
- Insurers
- Brokers
- MGA's
- Coverholders
Key Benefits
- 100% internet-based
- Built upon the proven Mi Trader platform
- Pre-configured workflow framework
- Bordereau uploads
- Automated bordereaux submission processes
- Suitable for both commercial & personal lines
- Comprehensive audit