Lloyds Bordereau English
In the two enclosed Excel tables (premiums/premiums and losses/claims), each column explains where the data in BrokerStar comes from (brief description of the data source).
This makes the allocation clear and avoids input errors.
Premium
Excel Export
To obtain the two sheets with actual data, the corresponding export must be executed in BrokerStar:
- Brokerage overview - Execute action - Lloyds Report V5 Premium
- Claims overview - Execute action - Lloyds Report V5 Claims