Post-Bind Processing

Manage post-bind processes and connect to downstream systems – without rekeying data

Maintain underwriting momentum with post-bind workflows that keep policies moving and connected to downstream processing.

post-bind-processing

Turn bound decisions into clean outputs automatically so policies are issued faster and teams avoid backlogs.

This capability helps teams move bound details into the right downstream path, whether that's policy administration or delegated reporting.

By standardising the output from the underwriting workflow, you reduce manual packaging and keep post-bind processes consistent.

Teams often lose time after bind, copying details into other systems or rebuilding bordereaux from scratch.

Our platform automates these outputs from the same source of truth and integrates neatly with your policy admin.

Push to Policy

Automate the capture of bound policies in your policy system of record.

Reducing rekeying and keeping downstream data consistent.

Bordereaux Generation

Generate structured bordereaux files for reporting business written back to the insurer.

Making delegated reporting faster, cleaner, and easier to repeat.

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.

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.

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

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

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