Insurance

Quota Share Treaty — Proportional Risk Transfer

Setting up entries for a 40% quota share treaty where 40% of all premiums and claims are ceded.

Account NameTypeDebit ($)Credit ($)
Reinsurance Premium Ceded (40%)Expense (+)48,000.00-
Reinsurance PayableLiability (+)-48,000.00
Claims — Reinsurance Recovery (40%)Expense (-)-20,000.00
Reinsurance RecoverableAsset (+)20,000.00-

💡 Accountant's Note

A quota share treaty simultaneously transfers a fixed percentage of both premiums and claims. Both sides are recognized gross — the ceded premium is an expense and the claims recovery is a contra-expense.

Practitioner & Systems Framework

💻 ERP Architecture

Quota share accounting is calculated automatically by the reinsurance module once the treaty is configured with the cession percentage. Every premium written in scope of the treaty generates an automatic 40% cession, and every claim generates an automatic 40% reinsurance recovery posting. The bordereaux (monthly cession statement) is generated by the system and sent to the reinsurer. Reconciliation between the bordereaux totals and the GL is a mandatory month-end control.

⚠️ Audit Flags

Auditors test that the quota share percentage is applied consistently to all in-scope business — no cherry-picking of which policies are ceded. Verify that the ceded premium and ceded claims ratios are proportional (both should be 40%). Review the treaty scope definition (which lines of business are in scope) to ensure compliance. Test the accuracy of the bordereaux by agreeing a sample of ceded policies and claims to the source documents in the policy and claims systems.

📄 Required Documentation

Signed quota share treaty confirming cession percentage and scope, monthly bordereaux sent to the reinsurer, reinsurer's signed account confirmation, reconciliation of bordereaux to GL, and ceding commission received under the treaty.

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QA

Expert Analysis by Qusai Ahmad

General Accountant Supervisor & IFRS Specialist

Specialized in SAP GUI automation and Middle Eastern tax compliance. Building digital tools for the next generation of finance leaders.

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