Submission Management

Improve your submission-to-quote ratio

Respond to the right risks first, with workflows that keep your submissions organised and teams focused.

submission-management

Organising submission data is critical to the success of your underwriting process.

Submission Management connects email accounts by line of business and brings intake into a unified workflow view.

With shared visibility, configurable SLA logic, and integrated tracking, teams respond faster from first touch to quote.

Too many submissions get delayed or duplicated because the inbox isn’t a system.

Our platform helps you prioritise risks in appetite, saving you time and increasing your win rate.

Unified inbox

Give teams a real-time view of a shared inbox built into the underwriting workflow.

Reducing fragmentation and improving coordination.

Inbox management

Triage, prioritise, and manage submissions with consistent workflow handling.

Keep submission intake organised as volumes increase.

Submission visibility

Track the status of your submissions at an individual and team level to spot bottlenecks.

Improving your submission efficiency and throughput.

SLA management

Set SLA rules and logic to manage timing and prioritisation.

Helping teams stay responsive without manual policing.

Enhanced Capabilities

Specialised functionality to extend your core capabilities.

Send Flow

Add AI-powered submission processing for faster underwriting with Send Flow.

Every carrier wants faster submissions, lower costs, and less manual effort.

But commercial and specialty risks are complex, and submission data rarely arrives in clean, structured formats.

Send Flow applies intelligent automation to organise and validate submission data at the point of intake. Routine steps are handled automatically, while underwriters stay in control of the decisions that matter.

The heavy lifting is removed. Complex tasks are simplified. Every submission becomes easier to process.

The result: cleaner data, faster triage, and greater confidence in every underwriting decision.

send-flow

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.

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.

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

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