Brokers, MGAs, carriers, and Lloyd's syndicates. You navigate complex distribution economics, regulatory requirements, and the ever-present challenge of understanding true profitability.
The landscape
Insurance finance operates in a world of earned premium, loss ratios, bordereaux data, and complex commission structures. Whether you're a Lloyd's syndicate, a regional broker, or an MGA, your finance function needs to cut through the complexity to reveal true performance.
Your challenges
Data arrives monthly from twenty different sources in twenty different formats. Your team spends the first week of every month just getting the data into shape.
Multi-tiered commission structures, profit shares, overriders, and clawbacks. Calculating what you're owed (or what you owe) is a spreadsheet nightmare.
Loss ratios by product, by year, by underwriter - you know you need this view, but the data is fragmented across policy admin, claims, and accounting systems.
SBF, QMAs, PRAs - the Lloyd's reporting calendar dominates your year. Each return is a project requiring data from multiple sources.
Managing multiple years of account, RITC, and development patterns. Your planning model needs to handle insurance-specific accounting, not generic corporate finance.
Which producers bring profitable business? Which broker relationships actually make money after accounting for commission and claims? The answer is buried in the data.
How we help
Automated ingestion, validation, and transformation of bordereaux data. Get the first week of the month back.
Learn more →Automated SBF, QMA, and PRA submissions. Data lineage, validation, and audit trail built in.
Learn more →Loss ratios by product, year, and underwriter. Development patterns. True profitability visibility.
Learn more →Automated commission processing. Multi-tier structures, profit shares, reconciliation to accounts.
Learn more →Planning that understands year-of-account, premium patterns, and loss development. Not generic corporate FP&A.
Learn more →Broker and producer performance. Book quality metrics. Relationship profitability over time.
Learn more →Case studies
We've supported Lloyd's syndicates, managing agents, regional brokers, MGAs, and specialty insurers. Our team understands the nuances of insurance accounting, Lloyd's reporting, and the unique data challenges of the market.
We understand your market. Tell us about your challenges and we'll show you how we can help.