Leveraging AI to transform bordereaux processing
Overcoming the operational challenges to drive accuracy, speed and cost savings
The Gherkin
Free to attend | Only 15 places
Overview
Bordereaux processing remains one of the most persistent operational challenges in the delegated authority space with processes that are labour-intensive, plagued by poor data quality and inconsistent formats. Despite repeated calls for standardisation and increased automation, true progress across the market has been limited.
Today, AI is starting to be applied to tackle these long-standing issues. New AI powered tools designed to cleanse, standardise and validate bordereaux, regardless of format or schema, are now able to flag data anomalies and prompt appropriate action without manual intervention.
However, in complex organisations with complex legacy technology and processes, and cultural and data barriers to overcome, realising the benefits of the technology can be challenging.
Attend this breakfast to tackle these challenges and achieve straight-through processing, reduce costs and free up teams currently bogged down in rework.
Join us for an exclusive breakfast briefing to explore:
- Understand the latest innovations in AI and how they apply to real-world bordereaux processing
- Learn how automation can help reduce reliance on manual intervention, even where data is incomplete or inconsistent
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Explore the business case: cost efficiency, operational oversight and reduced error rates
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Discuss practical implementation, partner models and what "safe" AI adoption looks like for carriers
- Engage with peers from across the market to share frustrations, test assumptions, and shape future collaboration.
Speakers
- Takes place in the private dining rooms at the top of the Gherkin
- Only 15 industry practitioner places are available
- Hear the case study then participate in the Q&A
AGENDA
08:00 Registration, tea and coffee
08:15 Breakfast of your choice with views over The City
08:40 Introduction by the chair
08:50 Presentations
Overcoming the operational challenges to send, receive and process bordereaux:
- Understanding the complexity of bordereaux management and where the friction points occur
- Breaking the link between costs and growth – discover how organisations are growing their portfolios without proportionally increasing operational costs
- Process simplification through system enhancements, automation and streamlined workflows
- Balancing operational efficiency, improving service levels and meeting reporting requirements in a rapidly evolving DA landscape
Speakers
09.05 Roundtable discussion & feedback
10:00 Close
Sponsored by
Charles Taylor InsureTech (CTI) provides insurance services, claims and technology solutions to all parts of the global insurance market. Charles Taylor InsureTech specialises in providing software systems and services to large and complex insurers and brokers, tailored to enhance their GWP, CoR, and compliance.
Charles Taylor InsureTech expertise spans four primary domains:
Digital Transformation that entails comprehensive modernisation of legacy technology architectures by replacing core PAS systems, enhancing digital client experiences, managing APIs, and expediting data processes.
Digital Modernisation that focuses on targeted enhancements to legacy technology infrastructures through the integration of supplementary solutions into existing stacks, with a particular emphasis on automating insurance processes.
London Market offerings that specialise in insurance software solutions such as bordereaux, claims, and document management systems for the specific needs of this niche market.
Managed Services offerings that combine Charles Taylor InsureTech insurance experience and technology expertise to provide a dedicated end-to-end service for all the operational needs of insurance businesses.
Charles Taylor InsureTech, technical expertise, robust service portfolio, technology tools and wide range of solutions enable its clients to perform better by addressing the complexities and challenges at every stage and aspect of the insurance lifecycle and operating model. CTI has 120 locations worldwide, spanning 30 countries in the UK, Asia Pacific, Europe, the Middle East, Africa, North America and Latin America, to serve its clients, including insurers, brokers and intermediaries.
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