Financial Management

Financial Management

Meticulous financial management and reporting is important to us because that’s what you trust us to do. We have developed an in-depth process for producing bordereaux reports that provides you with a full financial picture of your contracts.

At present we produce over 120 bordereaux monthly and manage an equal number of trust accounts. Our claims coordinators are well-versed with the Lloyd’s Lineage platform as well as Scheme Canada.

At the outset of our partnership we’ll work with you to create parameters for our financial management and reporting. With comprehensive management and reporting, you will benefit from complete oversight of your account activity at all times. You can also use our reports to support your own internal and external auditing processes. It’s our way of making you feel comfortable with our work.

Contact us to learn more about our financial management and reporting services.

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