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AI agent for data entry specialists

Insurance Bordereaux Validation Agent

Bordereaux that pass schema and reconcile to control totals.

Quality controlData cleanupInsuranceOperations
See how it worksGet access
Insurance Bordereaux Validation Agent: what goes in, what the agent does and what you get

What it does

Delegated authority reports (bordereaux) often fail schema checks and do not reconcile to control totals. Fixing them by hand takes days each month. When a bordereau arrives, this agent validates every record against the required schema. It applies only the staging fixes that the field rules permit, such as date formats or standard codes. Then it reconciles premium and claim totals to the control figures. If a proposed fix would change a financial total, it does not apply it. Instead it investigates the affected rows and keeps the original amounts for review. The DA administrator approves submission. Edge case: correcting a currency code on 12 rows would change the premium total by $3,400, so those rows go to review.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Bordereau received 2 USES A TOOL Validate against the schema 3 DOES Apply permitted staging fixes 4 USES A TOOL Reconcile control totals 5 CHECKS THE RESULT Do totals reconcile unchanged? If not: investigate affected rows; keep originalamounts. Back to step 3. 6 YOU APPROVE DA administrator approves submission 7 RESULT Validated reporting file
Read the steps as a list
  1. Bordereau received
  2. Validate against the schema
  3. Apply permitted staging fixes
  4. Reconcile control totals
  5. Do totals reconcile unchanged?If not: investigate affected rows; keep original amounts. Back to step 3.
  6. DA administrator approves submissionThe agent waits here for your OK.
  7. Validated reporting file

How it decides

It fixes from explicit field rules and investigates any fix that changes money.

  • Fix only from defined field rules.
  • Any fix that changes money totals goes to review.
  • Original amounts are always kept beside fixed ones.

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Schema and field rules per market
  • Permitted staging fixes
  • Reconciliation tolerance (default $0)
  • Who approves submission (default DA administrator)

What keeps you in control

It always asks you first

  • Submission
  • Changing underwriting records

Hard limits

  • Original amounts kept.

It stops when

  • Done: valid and reconciled.

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensThe March bordereau arrived on April 5 with 2,340 rows. The agent fixed 210 date formats. Control totals were off by $1,870, so the check failed. It traced the gap to four rows with premium entered as negative endorsements and kept the original amounts. The coverholder confirmed two were cancellations. The DA administrator approved submission on April 8.

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