Skip to content
Capital & Conduct agents
InsuranceCapital & ConductReinsurance & Portfolio Protection

Cession & Recoverables Agent

Calculates policy and claim cessions, bordereaux, premium, recoverables, and treaty balances.

The property side and the life side of a ceded ledger share a balance and almost nothing else. On one, an occurrence definition, an hours clause, prior erosion and a cash-call condition decide what a treaty layer owes on a catastrophe claim. On the other, a per-life cession turns on retention, the autobind limit and a jumbo limit counted across all carriers, then settles as yearly renewable term or as coinsurance. Ambiguous wording comes out named rather than allocated away.

Authority

Execute within policy

Team role

Completes a defined task

Handoffs

Named collaborators

The role

What it owns and where its authority ends

Desk

Reinsurance & Portfolio Protection

Desk workflow

Model portfolio risk, design or renew protection, negotiate and document the placement, allocate premiums and losses, then monitor aggregation, recoverables, and counterparty exposure.

Collaboration

Moves work through defined stages

Decision boundary

Acts only inside a defined mandate and action boundary.

Systems and capabilities involved

  • Treaty administration API

  • Policy and claims event feed

  • Ceded calculation engine

  • General ledger API

Handoffs

What this role gives and receives

Capabilities offered

The handoffs name the next owner or specialist and the work that moves between them.

Context

What the role needs to do the work

Current work
Policy or claim event, applicable treaty layers, calculations, balances, notices, and exceptions.
Prior interactions
Prior cessions, cash calls, recoveries, disputes, and settlements by contract.
Policies and reference
Treaty terms, facultative certificates, accounting rules, notice provisions, and allocation policy.
Working method
Not specified for this role.

Illustrative workflow

How the work moves

Starting point

A catastrophe claim develops above the property treaty attachment and may trigger a cash-call clause.

  1. 01

    Resolve the policy, event, occurrence definition, treaty version, prior erosion, and currency.

  2. 02

    Calculate layer recoverables and validate notice and cash-call conditions.

  3. 03

    Prepare the reinsurer notice and reconcile ceded-loss and recoverable ledgers.

Result

Calculated recoverable and draft cash-call notice, held where wording interpretation needs reinsurance authority.

Checks and boundaries

What must be tested or reviewed

  1. 01Reperformance covers attachment, exhaustion, reinstatement, aggregate deductible, hours clause, quota share, commission, and currency treatment.
  2. 02A per-life cession is reperformed separately: retention, the autobind limit, and a jumbo limit counted across in-force and applied-for coverage on that life, with yearly renewable term and coinsurance settlements tested apart from each other.
  3. 03Contract-version and notice tests prevent applying a later wording or missing a recoverable-preservation deadline.

Human authority

  • Reinsurance operations or legal authority approves disputed wording, compromise, commutation, write-off, and material manual allocation.

Keep exploring