Your operation should be able to explain itself
Every submission, decision, policy event, premium calculation, payment and claim changes the state of the business. Reporting should make those changes visible while they still matter—and preserve enough context to explain every figure later.
Reporting is not a dashboard placed over the operation. It is the operation becoming intelligible.
Find where business is waiting before delay becomes lost business: new submissions, incomplete quotes, referrals awaiting decisions, accepted quotes awaiting issuance, endorsements in progress, claims approvals, and SLA exceptions.
See what you are writing, where it is accumulating and how the portfolio is changing across products, binders, classes of business, territories, and broker channels.
Understand why the financial position changed, not only what the closing figure became—connecting written premium, IPT/taxes, commissions, payment status, refunds, and claims payments.
Produce required counterparty reports (risk, premium, claims bordereaux) directly from the operation itself instead of rebuilding them every month.
Five distinct reporting capabilities
Facio connects operational reporting, portfolio analytics, financial reconciliation and bordereaux to the same underlying transaction history:
1. Operational Visibility
Real-time queues for new submissions, quotes awaiting action, referrals, pending issuance, and SLA exceptions with assigned owners.
2. Portfolio & Underwriting Intelligence
Understand the book by product, binder, territory, broker channel, risk characteristics, referral category, and claims loss information.
3. Financial Reporting & Movements
Track written/adjusted premium, taxes and levies, fees, commissions, payment status, refunds, claims payments, and declaration adjustments.
4. Delegated-Authority & Counterparty Bordereaux
Generate risk, premium, and claims bordereaux formatted for specific capacity providers and territories with versioned run tracking.
5. Traceability & Financial Reconciliation
Trace every high-level figure down to contributing policy events, endorsements, declarations, payments, and corrections.
Strong Reporting Outcomes
Reporting is not a dashboard placed over the operation. It is the operation becoming intelligible.
Because product, underwriting, policy, financial, claims and reporting records remain connected, Facio can explain not only the current number but how it came to exist.
“Reporting is not a dashboard placed over the operation. It is the operation becoming intelligible.”
Operational Visibility to Transaction Traceability
Every figure in Facio can be explained through its underlying transactions: which policies produced it, which endorsement changed it, which declaration recalculated it, which payment settled it, and which correction altered a prior report.
Map Your Reporting Obligations
In a working session, we map your carrier bordereaux, management visibility, and financial reconciliation requirements against Facio's automated reporting pipeline.