Insurance integration
Swiss Re EDI and data integration
A guide to exchanging bordereaux, claim and accounting data with Swiss Re: company facts from its website, what reinsurers typically exchange, and what to confirm before setup.
Overview
Understanding Swiss Re integration
Who this is for: Insurers that cede business, brokers, managing general agents and finance teams that exchange data with Swiss Re.
Swiss Re Group is a reinsurance group; its website has a Reinsurance section. Its site refused automated reading for this page (HTTP 403), so no further company detail is stated. Its website is swissre.com. It is also searched for as Swiss Reinsurance.
This page is an integration guide. It does not reproduce Swiss Re's specifications. We looked for public EDI or integration documentation from Swiss Re and found none we could verify, so this page stays general guidance. swissre.com refused automated reading (HTTP 403). Connection requirements usually come from Swiss Re itself, through its onboarding team, its companion guides or its partner portal, and they can differ by line of business, program, state and region.
Reinsurers and the insurers that cede business to them exchange premium and loss reports, often called bordereaux, claims data and accounting statements. These move as spreadsheets, agreed flat files, XML or portal uploads, and the layouts differ by treaty and by partner. ECOM can read and integrate ACORD data; the formats and versions a partner uses are confirmed during scoping. Everything on this page that is not attributed to Swiss Re's own pages is general practice, not Swiss Re's published requirement; confirm each point with Swiss Re before you build maps or test.
Workflows
Typical Swiss Re business workflows
Typical requirements—confirm with your trading partner. Typical flows in this industry, not Swiss Re's published process.
Typical data exchange
- 1Agree layouts per treaty
- 2Map premium and loss data
- 3Exchange reports on schedule
- 4Reconcile the accounts
- 5Correct rejected records
Documents and APIs
Swiss Re documents by program
Typical requirements—confirm with your trading partner. We could not verify Swiss Re's EDI requirements from a published source, so these are documents commonly exchanged in this industry, not Swiss Re's confirmed requirements. Confirm the list, versions and programs with Swiss Re.
Scroll sideways to see every column. With a keyboard, select the table and use the left and right arrow keys.
| Document | Name | Direction | Program | Status | Purpose |
|---|---|---|---|---|---|
| Bordereaux | Premium and loss reports | To Swiss Re | Not stated | General guidance | Typically reports premium and losses ceded under each treaty on a regular schedule. |
| Claims | Claim and loss advice files | Both directions | Not stated | General guidance | Typically reports large or notified claims and their progress. |
| Accounting | Accounting statements | From Swiss Re | Not stated | General guidance | Typically settles balances for each treaty period. |
| Payments | Settlement payments | Both directions | Not stated | General guidance | Typically moves as bank files with remittance detail that must match the accounts. |
Connectivity
How companies connect
AS2 or SFTP
Many insurers and administrators exchange files directly over SFTP or AS2. Confirm which methods Swiss Re accepts.
General guidance
Network or clearinghouse
Some exchanges run through a value-added network or clearinghouse that translates and routes files to the partner.
General guidance
Portals and APIs
Some insurers offer partner portals or APIs for enrollment, policy, claims or payment data; access usually requires an account and a login.
General guidance
Challenges
Common integration challenges
A layout per treaty
Bordereaux and claim files differ by treaty and partner, so one source record is mapped separately for each.
Spreadsheets and portals
Many exchanges still run as spreadsheets and portal uploads, which need validation before they reach accounting systems.
Reconciliation
Premium, loss and settlement records must agree between the cedent and the reinsurer, or the gaps surface as disputes at period end.
Confirm the current requirements
Document sets, versions and delivery rules change, and they come from Swiss Re directly, so confirm the current ones before building maps or testing.
How ECOM helps
How ECOM can support your Swiss Re integration
EDI Integration
Integrate Swiss Re files with your policy, claims, benefits and finance systems.
IndustryInsurance
See how ECOM supports insurance data exchange, from enrollment to claims.
SolutionData Formats and Data Sources
See the XML, CSV and fixed-width formats ECOM maps to and from your systems.
ServiceFully Managed EDI
Have ECOM run your connections, monitoring and partner changes.
ERP integration options
ECOM connects the files Swiss Re asks for with your policy administration, claims, benefits and finance systems, so data moves without re-keying and exceptions are shown before a partner reports them.
Visibility and exception management
ECOM can monitor each Swiss Re exchange and show late, missing or rejected files and mismatches, so your team can resolve exceptions before they affect payments or coverage.
Next step
Get help with your Swiss Re program
Each request goes to an ECOM EDI specialist with Swiss Re's name attached, so the reply starts from your program.
-
Review Swiss Re's requirements
Send us Swiss Re's guide or your program details; we explain the documents, rules and options for meeting them.
Request a requirements review -
Connect Swiss Re to your ERP
Policy, claim, enrollment, billing and payment data in and out of the policy, claims, benefits and finance systems you already run.
Discuss ERP integration -
Testing and certification
Build, test and certify each Swiss Re document, then go live with monitoring from the first file.
Plan testing and certification
Typical requirements
Which Swiss Re exchange applies to you
Typical requirements—confirm with your trading partner. This section is general practice for this type of insurer, not requirements published by Swiss Re. This guide does not imply approval, certification or a partnership.
Treaties and bordereaux
Reinsurance data is organized by treaty. Cedents send premium and loss reports, often as bordereaux, and receive accounting statements. Layouts differ by treaty and partner.
Claims and settlements
Notified claims and settlement payments are exchanged separately from the reports and must match the accounts.
Regions, states and affiliates
Swiss Re may operate through different legal entities, states and regions. Requirements, contacts and connection methods can differ by entity, state, region, line of business and program, so confirm which Swiss Re entity and region applies to you before you build or test.
Typical onboarding checklist
- Confirm the treaty, entity and region.
- Ask for the reporting layout and schedule.
- Agree how reports are delivered.
- Map your premium and loss data.
- Test with sample reports and review rejected records.
- Reconcile the accounts each period.
Swiss Re integration FAQs
Which documents or files do partners of Swiss Re usually exchange?
Partners of reinsurers typically exchange premium and loss reports, claim and loss advice files, accounting statements, settlement payments. That is general practice, not Swiss Re's published list; confirm the set with Swiss Re.
Where do the requirements for connecting with Swiss Re come from?
From Swiss Re itself, usually through its onboarding team, companion guides or partner portal. This page does not reproduce them, and they can differ by line of business, program and region.
Do I need Swiss Re's implementation guide to start?
No. It helps to share any companion guide or file layout you already have, but if you have none, ECOM can help gather the requirements from Swiss Re and start from there.
What is not covered on this page about Swiss Re?
Which documents and file layouts Swiss Re accepts, the versions and companion guides it uses, the connection method, the testing steps and any security or compliance requirements were not found in public sources and are not covered on this page.
Can ECOM help connect with Swiss Re?
Yes. Once Swiss Re provides its requirements, ECOM can map, test and run the exchanges with your systems. This page is an integration guide and does not indicate a partnership with Swiss Re.
Sources and accuracy
This guide summarizes publicly available information as of November 2026. Swiss Re sets its own requirements and can change them at any time; your Swiss Re implementation guide, partner portal or account contact is the authoritative source for your program.
- Swiss Re, company website Official Swiss Re source
Swiss Re is a trademark of its owner. Its mention does not imply endorsement of, or a partnership with, ECOM Specialist.
Related integrations
More insurance integration guides
Aflac EDI
A guide to exchanging enrollment, premium and claim data with Aflac: company facts from its website, what life and group benefits insurers typically exchange, and what to confirm before setup.
AIG EDI
A guide to exchanging policy, billing, commission, claim and payment data with AIG: company facts from its website, what property and casualty insurers typically exchange, and what to confirm before setup.
Allstate EDI
A guide to exchanging policy, billing, commission, claim and payment data with Allstate: company facts from its website, what property and casualty insurers typically exchange, and what to confirm before setup.
American Family Insurance EDI
A guide to exchanging policy, billing, commission, claim and payment data with American Family Insurance: company facts from its website, what property and casualty insurers typically exchange, and what to confirm before setup.
American Financial Group EDI
A guide to exchanging policy, bordereaux, claim and payment data with American Financial Group: company facts from its website, what specialty insurers typically exchange, and what to confirm before setup.
Assurant EDI
A guide to exchanging policy, bordereaux, claim and payment data with Assurant: company facts from its website, what specialty insurers typically exchange, and what to confirm before setup.
Request Swiss Re integration assistance
Tell us about your Swiss Re program, documents and ERP. We will outline the connection, mapping and testing plan.