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Reporting

Ask your portfolio a question, get the report

Self-service dashboards your teams build and filter themselves, native connection to external BI suites, and regulatory & capacity reports ready to export — plus an agent you can ask in plain language, which builds the report and schedules it.

  • Self-service dashboards

    Boards and queries your own teams build and filter, without depending on IT.

  • Third-party BI suites

    Connect Hermes to external Business Intelligence and reporting tools (e.g. Power BI) via API.

  • Regulatory & capacity reports

    Ready-to-use reports for carriers and supervisors, exportable in the required formats.

Reporting, dashboards & bordereaux

Reporting includes the bordereaux (BDX), not just dashboards

Hermes takes your data wherever you need it: real-time reporting over Power BI, Tableau and Metabase, self-service reporting, and the bordereaux (BDX) your capacity and reinsurance require.

  • Premium bordereaux (BDX)Detail of policies and premiums for the period, in the format and cadence agreed with each carrier.
  • Claims bordereaux (BDX)Claims movements, payments and reserves for accounting back to your capacity.
  • Automatic deliveryGeneration and sending scheduled on the agreed date, with no manual work.
  • Real-time dashboardsPortfolio, loss-ratio and production KPIs over Power BI, Tableau and Metabase.
  • Self-service reportingYour team builds its own reports on top of the Hermes data.
The Hermes reporting assistant answers a plain-language question with a written-premium-by-line report and schedules it every Monday
A validated Hermes premium bordereau, ready to export as XLSX or CSVA Hermes report showing the capacity used by each binder, flagging the one near its limit
Ready to export

Plugs into the tools you already use

  • Power BI
  • Tableau
  • Metabase
  • Excel / CSV export
  • PDF reports
  • API access
  • Scheduled delivery
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