Based on 4 reviews
Bordero is a software service for insurance brokerage firms with 3 to 49 employees that automatically reconciles commission bordereaux against a brokerage's contract portfolio to identify missing, underpaid, or miscalculated commissions. It quantifies discrepancies in euros, traces each anomaly to its source row or cell in the original bordereau, and produces a written report. Users submit three months of bordereaux and receive an audit report within 48 hours, with the ability to continue or have their data deleted.
The service reads bordereaux from a range of listed insurers including AXA, Allianz, Generali, April, SwissLife, Malakoff, Humanis, Alptis, Solly, and Azaret, as well as other providers. It processes files in PDF, Excel, or CSV formats without requiring any specific preparation or column mapping from the user. Each line retains its original page or cell reference for verification purposes.
Bordero classifies anomalies into four families: absent contracts, underpaid commissions, rate discrepancies, and unknown lines. It recognizes approximate contract numbers even when they are slightly misspelled, such as missing hyphens. The system sorts anomalies by their financial impact in euros to prioritize the most significant errors.
The platform allows users to upload three months of bordereaux and receive a quantified report within 48 hours. If the user chooses not to continue the service, their data is deleted. This process requires no prior setup or data formatting beyond the standard file types.
The website states that an average of approximately 3% of commission volume is lost due to lack of pointing. Bordero aims to recover these amounts by matching lines against the contract portfolio. The service claims to reduce the manual work of an afternoon of Excel per company and month.
Each anomaly is traceable back to the specific page or cell in the original bordereau PDF or Excel file. Users can click to verify the source directly within the platform. The report includes the original source row or cell information for every flagged item.
The service provides a status update for each anomaly, tracking whether it has been claimed, contested, or settled. Users can attach the generated report PDF or Excel file directly to their claim against the insurance company. The system records the outcome of each dispute over time.
The website mentions a free audit request option for potential clients. Users can view a sample report showing specific amounts to claim, such as 529.35 € in a March 2026 example. The service operates without a stated monthly subscription fee in the provided text.
Bordero claims to read bordereaux exactly as they arrive from insurers, without requiring any formatting adjustments. The platform handles different formats like PDF, XLSX, and CSV natively. It processes multiple companies in a single workflow.
The service generates a written report that includes a list of anomalies with specific amounts and sources. The report is designed to be sent directly to the insurance company as part of a formal claim. Users can follow the status of each line from receipt to resolution.
The website describes the process as a three-step circuit: depositing files, pointing lines against the portfolio, and verifying claims. The entire workflow is automated to reduce manual effort. The service is designed for small to medium-sized brokerage firms.
The official website of Bordero is bordero-app.fr.
On Trustburn, Bordero has a rating of 4.3 out of 5 based on 4 reviews.
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C'est exactement ce qu'il nous fallait ! Envoyer les fichiers et recevoir un rapport chiffré sous 48 heures, c'est une vraie révolution. Fini les après-midis dans Excel à chercher les écarts. Bordero simplifie tout le processus de réclamation des commissions perdues avec une efficacité redoutable.
L'examen attentif des fonctionnalités proposées par Bordero révèle une approche structurée pour la gestion des bordereaux de commissions. Le système lit divers formats comme le PDF, l'Excel ou le CSV, ce qui simplifie l'importation sans nécessiter de modèles spécifiques. Chaque ligne est pointée contre le portefeuille de contrats, permettant d'identifier des anomalies classées en quatre familles, chiffrées en euros. Cette traçabilité jusqu'à la page ou la cellule d'origine du bordereau semble robuste. Concernant la sécurité, les données sont hébergées en Union européenne, spécifiquement chez des prestataires européens avec un stockage objet à Paris. Cela garantit que les fichiers restent la propriété exclusive du cabinet et ne sont ni revendus ni utilisés pour entraîner des modèles externes. La suppression des fichiers après un audit sans engagement est un point positif clair. Toutefois, il convient de vérifier comment les numéros de contrats approximatifs sont reconnus avec précision lors du rapprochement automatique. Bien que le circuit de vérification et de réclamation soit décrit comme simple, la précision du pointage sur des formats hétérogènes mérite d'être confirmée par l'usage réel. L'engagement de confidentialité signé avant l'envoi ajoute une couche de sérénité juridique intéressante pour les cabinets soucieux de leur patrimoine de données clients.
Le prix de départ semble très correct pour la taille de notre cabinet. Cependant, je me demande si le mois offert s'applique automatiquement ou s'il faut une action spécifique de notre part pour en bénéficier ?
Bordero offre une disponibilité remarquable pour les cabinets de courtage. Le traitement des bordereaux est fluide et les données restent accessibles immédiatement pour les réclamations. Une solution fiable pour optimiser la gestion des commissions manquantes sans friction.
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Bordero is a software service aimed at insurance brokerage firms with 3 to 49 employees. It automatically reconciles commission bordereaux received from insurance companies—available as PDF, Excel, or CSV—against the brokerage's contract portfolio to identify missing, underpaid, or miscalculated commissions. The service quantifies discrepancies in euros, traces each anomaly back to its source row or cell in the original bordereau, and produces a written report. Users submit three months of bordereaux and receive an audit report within 48 hours, with the ability to continue or have their data deleted. Bordero reads bordereaux from a range of listed insurers as well as other providers, without requiring template preparation or manual copy-and-paste work.