Skip to content
StrataEdge

Spend less time comparing records.

The StrataEdge Reconciliation Platform compares bordereaux, commissions, premiums, and claims with the contracts behind them. It shows the evidence and sends discrepancies to an auditor for review.

Request a demonstrationPlatform brief (PDF)

Quarterly auditing and reconciliation

Before
5 peoplefor one week
With StrataEdge
1 personfor one day

Results from an insurance carrier. Manual checks: 99% of outputs met audit requirements, compared with 90% previously.

Read the case

For insurance finance and audit teams

We built it for finance, audit, and delegated authority teams at carriers, MGAs, and program administrators. These teams spend each quarter checking what was reported against what the contracts say.

It checks three kinds of records:

  • Premium bordereaux against binding agreements and rate terms
  • Commission and brokerage fees against producer agreements
  • Premium and claims entries against the source records behind them

What the reviewer sees

For each discrepancy, the reviewer sees the source records and the calculation behind it, and decides what to do.

What we learned building it
StrataEdge Reconciliation Platform
Premium & claims audit — Q2 2026Example

Commission calc · MGA 114

Variance

Sources

bordereau_q2_mga114.xlsxpremium $247,450
producer_agreement_114.pdf · §4.2rate 7.5%

Comparison

Expected commission$18,559
Reported$30,967
Variance$12,408

Discrepancy sent to an auditor for review.

Source records attached

ConfirmRoute to ops

Illustrative review using sample records

Setting it up for your records

We start with a demonstration and a review of your data and workflow, then agree on what the first version has to do.

Deployment
Hosting, access, integrations, data movement, and security requirements are defined for your environment.
Licensing
StrataEdge owns the platform. We agree on licensing, custom development, ownership, and usage rights in the engagement.
Ongoing use
Maintenance, support, training, responsibilities, and pricing are agreed before delivery.

See the platform at work.

Tell us which records your team compares and how discrepancies are reviewed today.

Request a demonstration

Or send us a question.