Case Studies

Pivot Point Bordereau Management System and Data Vera
RFIB is an independent international insurance and reinsurance broker and is majority owned by management and staff. Its headquarters is in the heart of the City of London's insurance sector and it has seven offices in major international centers.

RFIB is active in the delegated authority business and maintains relationships with numerous US, Canadian and UK cover holders. Binder business by definition requires RFIB, acting as the broker, to coordinate and facilitate the transfer of vast amounts of risk related data from the cover holder to the market. Most of that data is transmitted via Excel spreadsheets.
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Straight Through Processing for the Canadian Market
CATEX has successfully integrated with the Lineage system for Lloyd’s Canadian DUA business managed by brokers. In February, 2015 CATEX was joined by Lineage and London-based broker RFIB to discuss its Lineage integration at an event sponsored by ACORD. CATEX is currently beta-testing the Lineage integration for coverholders and markets.