BORDEREAUX INGESTION

From messy bordereaux to trusted, usable data

Ingest bordereaux data quickly and accurately, with trusted data to make more confident portfolio decisions.

bordereaux-ingestion

Turn messy bordereaux submissions into clean, validated, and ready to use data – quickly and accurately.

Bordereaux Ingestion brings in your data with automatic validation against contracted rules, including complex sub-coverage structures.

By converting ingested data into standard risks and policies, you bring delegated business into the same view as direct business – improving oversight and insight.

Delegated visibility is limited or arrives too late if bordereaux data is hard to standardise.

Our platform validates and structures bordereaux data quickly, so your team doesn’t waste time manually checking data.

Reporting schedules

Create schedules for bordereaux submissions and track what’s expected and what’s missing.

Keeping oversight clear across MGAs and coverholders.

Sections and sub-coverages

Map incoming records to the correct contract sections, products, and sub-coverages.

Supporting real-world delegated complexity without custom workarounds.

Interactive validation

Validate incoming data against binder rules and correct issues before processing.

Preventing invalid records from flowing downstream.

Exceptions handling

Capture pre-agreed exceptions to contract terms and apply them automatically.

Avoiding manual tracking that slows down imports.

Structured policy generation

Convert ingested data into standardised risks and policies for reporting and analysis.

Improving visibility across the whole portfolio and delegated partner performance.

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.

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.

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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Insights

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