Data & Insights

Focus on the data
that matters

Risk and operational insights to understand performance,
spot friction, and underwrite with confidence.

Data and insights hero

Underwriting data is only useful when it’s easily accessible and tied to real decisions.

Data and Insights uses underwriting data to support risk-level decisions and cross-portfolio reporting.

With visualised metrics, workflow reporting, and operational MI, teams can identify what’s within appetite, challenge experience-based decisions, and see where process bottlenecks are forming.

Surface key data from underwriting activity so teams can act faster, see what’s working, and improve performance over time.

Team dashboards

Dashboards for a real-time view of your underwriting operations. Specific to teams or operating roles, focused on the risks they need to manage.

Helping teams stay on top of what matters without noise.

Real-time tracking

Track risks through the underwriting process in real time to support prioritisation and resource allocation.

Making it easier to manage workload and respond faster.

Custom views

Switch between Kanban and list views for a clear, comprehensive view of risks in the system.

Improving visibility for stronger operational and underwriting performance with management information you can trust.

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.

Bordereaux Ingestion Bordereaux Ingestion

Data & Insights

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

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
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Insights

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

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Insights

Is your underwriting platform really delivering business value?

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Insights

2026 – The year automated underwriting truly lands in London?

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Ready for frictionless underwriting?