Delegated Authority Workbench

The smart platform that bridges traditional bordereaux to future-state API-enabled delegated authority.

It’s time to reimagine a new future

Send Delegated Authority Workbench

Bordereaux and coverholder management are changing. We can help you bridge the gap between traditional ways of working, to seamlessly processing in real-time any structured data written by coverholders or MGAs. Together, we can take out all the stress of the delegated authority process.

A single platform to automate, standardize and simplify bordereaux and coverholder management for agile insurers.
Fusing revolutionary technology and deep domain expertise, we have created a composable delegated authority workbench everyone will love.
API-enabled, AI-assisted, future-ready.

Challenges facing insurers

Many rely on traditional spreadsheets with no automated mechanism

There are multiple formats - premium, risk and claims inefficient and prone to error across multiple LOBs

It’s manual, time-consuming, inefficient and prone to error

Data is siloed, not designed for collaborative sharing or integration

Insurers can’t easily get a single customer view, or a true reflection of risk exposure

It’s hard to easily and rapidly make informed decisions in real-time

We provide a single customer view to manage underwriting, regardless of delegated or not. The only Underwriting Workbench platform to process open market and delegated business in one solution.

Streamline operations and work smarter with our AI-assisted Delegated Authority Workbench.

Make better decisions faster with a modern system that bridges traditional bordereaux to future-state API-enabled delegated authority.

Fully automate and speed up bordereaux and coverholder processes.

Get a true reflection of exposure – premium, risk and claims, in real-time.

Reduce manual effort and human error, and improve data quality and flow.

Get full visibility and transparency across all delegated authority agreements.

Easily evidence regulatory compliance and with risk- based controls in place.

Get a single view of the customer and process open market and delegated authority business in one solution.

SaaS Delegated Authority Workbench enriched with business intelligence.

A single platform to automate, standardize and simplify bordereaux and coverholder management for agile insurers.

Advanced rule validation, configurable rules engine, full data capture and automated checks.

Seamless extraction of data sources with APIs. All submission options are available including unstructured documents.

Highly-configurable conversational workflows around coverholder onboarding and due diligence, scheme setup and bordereaux processing.

Advanced artificial intelligence and data processing toolsets to import, consolidate and process data in real-time.

Intuitive, easy-to-use UI built on outstanding UX design. AI capability allows users to manage breaches within the mapping process.

Powerful dashboards and rich reporting functionality showing scheme performance and SLAs.

Highly secure, cloud-based technology. Rapid SaaS deployment gets you up and running in weeks, not months.

Nobody else in the market has the powerful blend of:

Deep functionality, advanced automation, pioneering features
AI-based machine learning, highly-friendly UI and integration-first approach
The only Underwriting Workbench platform to process Open Market and DUA business in one solution
Full data capture incorporating automated sanctions and company checks
Composable technology, built for change, built for scale
Pure SaaS delivery

At the heart of the solution are the two core components:

Connect

Providing rapid, simplified and scalable system integration that’s built on safe and secure cloud architecture.

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Workbench

Combining a user-focused, single point management of processes and tasks with intuition, efficiency and an agile, composable nature.

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Premium components

Bordereaux Management

AI based inbound bordereaux processing with advanced rule validation and intelligent assist.

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MGA Management

Onboarding and ongoing management of MGAs and coverholders, capturing contract details and providing oversight of bordereau submissions.

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Core components

As standard, we provide the following core components in our Delegated Authority Workbench solution, and customers can decide whether to turn these on or off: