Risk Workflow

Underwrite at full speed with compliance built in

Compliance should support your growth,
not complicate it.

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Compliance gets hard when checks are manual, inconsistent, or done too late.

Risk Workflow embeds clearance, validation, and auditability directly into the underwriting process.

With automated background checks and structured evidence capture, teams move faster while maintaining robust standards.

Compliance needs to be part of your underwriting workflow without getting in the way.

Checks run in the background and capture proof as you go – making compliance routine, not reactive.

Clearance and compliance checking

Run automated checks with specialised insurance APIs with a full audit trail.

Reducing manual due diligence while improving traceability.

Clash checks

Identify overlaps and duplications early in the process.

Avoiding reputational risk and improving broker experience.

Validate terms and conditions

Validate requirements against predefined criteria and checklists with supporting documentation.

Helping teams process risks with confidence that standards are being met.

Financial sanctions

Automate sanctions screening as part of the underwriting flow.

Saving time while keeping controls consistent.

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.

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.

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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Ready for frictionless underwriting?