Brisc Launches Bordereaux & CashOps AI Agent to Automate Reconciliation
Brisc, an agentic AI platform built for insurance, has launched its Bordereaux & CashOps AI Agent, giving MGAs, carriers, and reinsurers a more efficient way to reconcile premium, apply cash, and track policies from bound to paid.
The solution replaces manual reconciliation processes with an automated, insurance-native workflow. Brisc ingests bordereaux from Excel files, PDFs, and email attachments, automatically normalizes the data, validates records against expected values, and produces complete audit trails — all with a 97%+ automated match rate.
“Premium bordereaux, claims bordereaux, collateral reporting — this is the financial infrastructure of any delegated authority program,” said Sanjay Malhotra, CEO of Brisc. “As portfolios scale, the operational approach must scale with them. The manual model wasn’t designed for the volume and complexity most insurers are managing today. We built this Agent to automate reconciliation at the source and give teams structured, continuous visibility into their cash and program performance.”
From Manual Matching to Continuous Reconciliation
Reconciling bank transactions against bordereaux records, premium schedules, and claims settlements is one of the most labor-intensive processes in insurance finance. It delays cash application, diverts high-value talent into manual review, and exposes organizations to operational and audit risk.
Brisc streamlines the process end-to-end. Teams upload or connect bank statements and bordereaux files directly to the Agent, which ingests and normalizes the data automatically. Expected values are validated against contract terms, records are matched continuously, and exceptions are surfaced in a structured dashboard for review.
Every transaction is tracked from bound to paid. Every match and discrepancy is documented. Every resolution produces a complete audit trail.
Instead of reconstructing reconciliation at month-end, teams operate with continuous visibility into what’s reconciled, what’s outstanding, and what requires attention. The result is shared visibility across finance, underwriting, and leadership.
Eliminating Hidden Risk
The operational cost of manual reconciliation is measurable. The risk is often less visible.
Policies that are bound but never paid can create legal and financial exposure if a claim occurs. Without systematic tracking from bound to paid, unpaid premium can go unnoticed until it becomes a larger issue.
In one multi-year reinsurance program review, Brisc uncovered systemic data quality issues that led to a 12% uplift in true profitability once corrected — demonstrating that reconciliation impacts underwriting performance and portfolio results, not just back-office efficiency.
Built to Scale With Growth
Brisc deploys in 2–4 weeks without requiring system replacement. The Agent works with existing bank feeds and bordereaux exports, scales with premium growth, and delivers measurable operational savings without increasing headcount.
Learn more about Brisc’s Bordereaux & CashOps Agent or book a demo to see how it works.
About Brisc
Brisc is an agentic AI platform built by insurance veterans to accelerate operations and help insurers grow premium faster, retain more business, and expand margins. Brisc’s specialized AI agents tackle the operational bottlenecks that limit growth, including submissions intake, claims management, and bordereaux reconciliation.
For more information, visit https://brisc.ai/
