For MGAs and coverholders
Parsewise builds your risk and premium bordereaux straight from the policies, schedules and endorsements. When a carrier or capacity provider asks where a number came from, you open the page.
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Sound familiar?
The first week of every month goes on keying policies and endorsements into a spreadsheet.
When the carrier queries a figure, someone digs back through the schedules to find where it came from.
Mid-term changes are the ones that slip through. The endorsement says one thing, the bordereau another.
After the deal, the new owners want reporting too. In their format, on their timetable.
Risk and premium bordereaux built and checked by hand, for every binder.
Every figure has to be traced back to a document, often months later.
Renewals, audits and 2027 planning land in the same few weeks.
Another bordereau, another template, and reporting that has to reconcile from day one.
How it works
Policies, schedules and endorsements as they arrive: PDFs, Word files, spreadsheets or scans.
In your carrier's template. Every figure is linked to the page it came from. Missing fields, mid-term changes and figures that don't reconcile are flagged.
Check the flags, correct anything, approve. Nothing goes to the carrier without a person.
Set up with your team: your binders, your carrier templates, your checks. Tested on your real documents first.
See it in the product
Select any page marker to see the line it came from. Calculated fields show their formula instead.
| Policy ref | Insured | Effective | Sum insured | Gross premium | IPT 12% | Commission 25% |
|---|---|---|---|---|---|---|
| CPX-10412 | Harrow Joinery Ltd | 01/08/2026 | £2,450,000 | £6,860.00 | £823.20calc | £1,715.00calc |
| CPX-10427 | Linden Cold Store Ltd | 04/08/2026 | £5,100,000 | £14,280.00 | £1,713.60calc | £3,570.00calc |
| CPX-10388 MTA | Tamar Print Works | 12/08/2026 | £2,300,000 | £1,150.00 | £138.00calc | £287.50calc |
| For review: the schedule (p.2) still shows £1,800,000. Endorsement 2 takes precedence from 12/08/2026; the carrier may want a reissued schedule. | ||||||
| CPX-10451 | Ouse Valley Garden Centre | 19/08/2026 | £960,000 | £3,120.00 | £374.40calc | £780.00calc |
Also
The same engine reads what brokers send you. Parsewise prepares the case; your underwriters decide.
Proposal forms, schedules, SOVs and loss runs, pulled into your submission template.
Missing information is listed before the underwriter opens the file, ready to go back to the broker.
Each risk is checked against your binder's appetite and limits, with the clause cited.
Risks outside authority come with the referral pack drafted, every figure linked to its page.
Evidence
Customer story · Compre
Before
Loss runs, bordereaux and policy documents arrived in every shape. Someone had to standardise them before anyone could compare.
With Parsewise
The portfolio in one place, every figure traced to its page, anomalies and gaps flagged for review.
Compre uses Parsewise for portfolio acquisition diligence and claims reconciliation.
Compre, Thinksurance, Pathfinder Insurance and Steward Risk use Parsewise on complex insurance information.
On Databricks' OfficeQA PRO Full Corpus benchmark, the hardest version of the test.
SOC 2 Type II and GDPR. European hosting and model inference. Your data never trains models.
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Questions
Parsewise is SOC 2 Type II audited (report available under NDA) · UK & EU GDPR. Documents are hosted and processed in Europe, including model inference, and your data is never used to train models. We sign an NDA before you send anything.
Yes. Remove or replace insured names, addresses, contact details and anything else you'd rather not share. Keep the figures, dates and policy wording, since those are what the bordereau is built from.
The source documents behind one month of one bordereau: policy schedules, endorsements and any mid-term changes. PDFs, Word, Excel and scans all work. If you can, include your carrier's bordereau template and the version your team produced, so you can compare like for like.
We walk through the output with you in a 20-minute call. If it holds up, the next step is a paid one-year pilot on live work, priced on your volume. If it doesn't, you walk away and owe nothing.
We delete your documents within 7 days after the end of the pilot.
Nothing. The test run is free and there's no commitment.
Neither. Parsewise isn't an insurer. We build tools for insurance professionals, and your team makes every decision.
Start the test run
Rather talk first? Book a 20-minute call.