Entity Management

See every delegated
party in one place

Manage coverholders and MGAs with structured onboarding, relationship visibility, and performance context over time.

Entity management hero (2)

Delegated portfolios are hard to manage when parties, relationships, and contracts live in different places.

Entity Management centralises party data and supports robust onboarding workflows that match your due diligence requirements.

By visualising hierarchies and linking parties to contracts and performance, teams gain a clearer view of who is writing what – and how it’s developing.

See your entire delegated book clearly so
you can manage it confidently.

Configurable onboarding process

Define due diligence steps and apply them consistently for every new coverholder or MGA.

Keeping governance strong without slowing down onboarding.

Hierarchy and relationship visualisation

Model and navigate complex party structures and relationships in-platform.

Making it easier to understand who sits where and how entities connect.

Contract overview

See current and historical contracts linked to each party in one view.

Supporting faster reviews and clearer partner context.

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.

Data & Insights Data & Insights

Entity Management

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

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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