Automation & Rules

Automation to help you get more underwriting done

Configurable workflows and rules to route,
pause, and approve risks while keeping underwriting moving forward.

Automation and rules hero

Automation only works when it's aligned with your underwriting processes.

Automation and Rules gives teams a controlled way to guide work through checks, approvals, and handoffs – all running in the background without disrupting underwriter focus.

With intelligent routing, authority controls, and integrated background checks, you reduce admin while keeping decisions consistent and auditable.

Our platform automates the busywork and
enforces rules in the background so underwriters remain focused on the risk.

Workflow Automation

Route submissions, tasks, and approvals through configurable steps that match your operating model.

Keeping work flowing smoothly across the lifecycle with fewer delays and missed handoffs.

Rules Engine

Apply business rules for authority, compliance, escalation, and exceptions in a consistent way.

Reducing variation and rework while keeping control where it matters.

External Connectivity

Run integrated checks with sanctions, pricing engines, and document stores as part of the workflow.

Bring results into the process without pulling underwriters into separate tools.

Underwriting that works together.

Activity Management

Capture decisions, track tasks, and coordinate workflows in one place to keep teams aligned and nothing missed.

Activity Management Activity Management

Automation & Rules

Automate manual work, guide decisions with clear rules, and keep submissions flowing through configurable workflows connected to your wider ecosystem.

Binder Management

Set up binding authority agreements, manage reviews, and control approvals in one central workflow built around your due-diligence needs.

Binder Management Binder Management

Bordereaux Ingestion

Ingest bordereaux, validate contract terms, and standardise data in one workflow to give you a clear, consistent view of delegated business.

Bordereaux Ingestion Bordereaux Ingestion

Data & Insights

Bring data together to generate insights and track performance in real time for clearer, more confident underwriting decisions.

Data & Insights Data & Insights

Entity Management

Onboard entities, manage relationships, and centralise all parties in one place for clearer oversight across the underwriting lifecycle.

Entity Management Entity Management

Post-Bind Processing

Push bound policies to downstream systems or package them as bordereaux, making post-bind processing simple for insurers, MGAs, and coverholders.

Post-Bind Processing Post-Bind Processing

Quote & Rate Lifecycle Management

Create quotes, compare options, and manage approvals in one place with full version control and a seamless transition from quote to bind.

Quote & Rate Lifecycle Management Quote & Rate Lifecycle Management

Risk Workflow

Automate compliance checks, validate contract terms, and capture full audit trails so underwriting stays fast, controlled, and regulatory-ready.

Risk Workflow Risk Workflow

Submission Management

Organise submissions and quickly prioritise risks in appetite to speed up response times and improve your submission-to-quote ratio.

Submission Management Submission Management

Customer spotlight

Customer Story

Building a future-proof underwriting platform – Argenta's transformation with Send

argenta
Read the Story Read the Story

Underwriting Resources

Guide

Underwriting Maturity Framework: Moving from a process-driven to a data-driven operating model

Download guide
Customer Story

Building a future-proof underwriting platform – Argenta's transformation with Send

Insights-14
Read more
Insights

INFUSE Recap: Adaptability: The Most Valuable Underwriting Skill in 2026

Read more
Insights

Is your underwriting platform really delivering business value?

Read more
Insights

2026 – The year automated underwriting truly lands in London?

Read more

Ready for frictionless underwriting?