Binder Management

Simplify your binder and delegated contract management

Set up and manage binding authority agreements with structured approvals and lifecycle control.

binder-management

Your delegated business can only scale if you have effective binder and delegated contract management.

Binder Management provides a centralised approval workflow aligned to your underwriting process, with the structure needed for complex arrangements.

Capture limits, rules, and hierarchies in a controlled way, so teams stay aligned and keep governance strong as your delegated business evolves.

Replace disconnected binding authority agreements with one controlled workflow that keeps every agreement current, consistent, and compliant.

Multi-layered contract structuring

Model contracts across policies, sections, and coverages to manage delegated complexity.

Capturing the detail that drives accurate validation and reporting.

Validation Rules and Limits

Contract rules and limits can be defined with clear parameters to support consistent validation.

Giving teams confidence that business written stays within agreed terms.

Contract due diligence

Configurable approvals match your internal review process and governance requirements.

Keeping contract setup consistent while supporting different operating models.

Contract lifecycle control

MTAs, renewals, and lapse processes are managed as part of a controlled contract lifecycle.

Tracking changes over time without losing auditability or control.

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.

Automation & Rules Automation & Rules

Binder Management

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

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

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Customer Story

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

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