Bordereaux from your book#

  • Feature

Build a carrier bordereau for a closed period straight from the policies you already track.

Pick a closed period and a carrier, and Riska runs your saved bordereau template against the policy lines in that period. Each run stores its file and its totals, including net due to the carrier, so the number you send is the number you can reopen later.

Templates are ordinary saved views, so the columns and filters are yours to shape. A run is produced the same way every time, so re-running a period gives you the same file.

Improvements and fixes

  • Runs are kept per period and carrier, with download links on each
  • A run that fails explains why instead of retrying

Related reading

[Business ecosystem]Aug '26

Burn the silos: why best-of-breed insurance software is no longer the safe choice

Buying the best system for each job and connecting them was the right call for twenty years. It stopped being the right call when the expensive part of a stack moved from running it to changing it. Every system in the chain keeps its own copy of what an account is, so one new risk attribute becomes six separate declarations and a reconciliation project, and any AI layer you put on top inherits all of it. We built Riska on one mesh instead, so submissions, underwriting, rating, billing and reporting resolve against the same objects, and so does the assistant.

Riska Underwriting TeamInsurance operations & underwriting