Send Workbench Configuration Guide

Your comprehensive reference for implementing and configuring Send Workbench. Follow the sections in sequence or jump to what you need.

Getting Started

What the platform is, key concepts, the underwriter's journey, configuration standards, and setup order.

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Product Setup

Repository structure, config promotion, trading parties, business classes, and placing types.

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Risk Workflow

Risk actions, action groups, pipelines, rules engine, submission forms, and document generation.

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Platform Features

Dashboard, user roles, application settings, exchange rates, and notifications.

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Advanced Topics

Smart Submissions, asset management, rating, delegated underwriting, and integrations.

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Reference

Config file locations, glossary, Handlebars cheatsheet, and element types cheatsheet.

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Assessments

Pinnacle Marine (Level 1) and Meridian Specialty (Level 2) practical exercises and marking guides.

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