MGAs Face Complex, Time-Consuming Financial Reconciliation
Managing bordereaux reconciliation manually is inefficient and error-prone, costing MGAs time and money.
AI-Powered Bordereaux Cash Reconciliation for MGAs
MiA automates the entire reconciliation process, ensuring that premium payments, commissions, and claims align with your financial records.
Automate Data Extraction
Extract critical bordereaux data from PDFs, emails, spreadsheets, and more automatically.
Transform, Standardize and Validate
Standardize and validate premium payments and claims data across all documents, regardless of format or terminology.​​​
Match Data Against Your Records
Match data against your records and maintain full traceability for audits and compliance with MiA's reconciliation engine.
Get Real-Time Cash Flow Insights
Track expected inflows, overdue balances, and outstanding transactions.
Flag Errors For Human Review
Automatically flag and surface discrepancies for your team to review.
Integrate Seamlessly With Your Systems
Sync with bank feeds, emails, accounting and payment systems.
Scale Effortlessly
Manage thousands of transactions with speed and precision.
Unlock Your Bordereaux With MiA Insights
MiA doesn’t just automate reconciliation—it gives your team access to real-time intelligence. Ask questions, gain insights, and create custom workflows from your bordereaux data.
Gain Real-Time Insights
Get instant visibility into trends and answers from your bordereaux data to make smarter decisions, faster.
Show me all the reconciled records from the bordereau that were due in January 2024. Create me a CSV and provide a URL.
The CSV file containing all reconciled records from the bordereau_data table that were due in January 2024 has been successfully created. You can download it using the following link:
Download CSV File
Schedule a report for total reconciled premiums by broker name and send it to jack@mianalyst.ai every Monday morning at 9:00AM EST.
Automate Reports
Save time by automating and scheduling recurring tasks and bordereau reporting.
Create
Custom Workflows
Design and automate workflows tailored to your needs, from resolving discrepancies to alerting stakeholders.
Calculate the total value of overdue premium for each broker. Do this by summing the net written premium for bordereau records where reconciled = 0 and the due date is before January 10th.
Send an email to each broker that has an overdue premium and include the value calculated in step 1.
The total value of overdue premiums for each broker has been successfully calculated by summing the net written premium for bordereau records where reconciled = 0 and the due date is before January 10th.
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Emails have been sent to brokers with overdue premiums, including the calculated values.
Why MGAs Trust MiA for Bordereaux Reconciliation
Process 10x Faster
Reconcile in hours, not days.
97%+ Accuracy
AI-driven validation eliminates human errors.
46% Cost Savings
Automate BDX cash reconciliation so your team can focus on high-value work.
Scalable to Your Needs
Handle increasing volume without additional manual effort.
Optimized Cash Flow
Accelerate settlements and reduce outstanding balances.
Complete Transparency
Real-time insights into outstanding and settled transactions.