One connected system for every pricing role,
continuously evolving

Powering the whole team

Optalitix transforms pricing and underwriting
with a proven implementation model

Our approach

Built to modernise pricing without disrupting the business

Traditional transformation projects require recoding pricing models which creates delays and risk. Optalitix takes a more practical approach: convert trusted pricing models and incrementally upgrade to enable the power of the Cloud to deliver scalability and data insight.

Modernise pricing

Benefits

A smoother route from model to market

Turn pricing models into governed, usable workflows with testing, refinement and rollout built into every stage of implementation.

Faster implementation

Lower transformation risk

Minimal disruption

Faster business value

Continuous improvement

Price faster

How we work

From discovery
to go-live

A structured implementation process that turns your pricing models, underwriting workflows and business requirements into a live, scalable underwriting platform, with testing, refinement and ongoing monitoring built in

1. Scope and discovery

Begin with a structured scoping exercise across each business line to define the implementation requirements. This includes identifying the pricing raters and models required, understanding underwriting workflows, mapping approval and referral processes, and documenting reporting, dashboard, and data integration needs. The outcome is a clear implementation blueprint covering operational, technical, and user requirements.

2. Pricing model conversion

Prepare existing pricing models for cloud deployment and enhancement within the Optalitix platform. This includes optimising models for scalability and enabling advanced capabilities such as data enrichment, loss distributions, scenario testing, and simulations. Once prepared, models can typically be converted into Optalitix Models in approximately five minutes, enabling rapid deployment and iteration.

3. Underwriting workflow configuration

Configure the underwriting and quote management processes within the platform in collaboration with underwriting teams. This includes setting up input screens, quote workflows, referral and authorisation rules, task management, notifications, and communications. The objective is to ensure the platform mirrors the insurer’s operational processes while improving consistency and efficiency.

4. User acceptance testing

Provide dedicated user logins to key underwriters and stakeholders to test the solution in a controlled environment. During UAT, feedback is gathered to drive rapid enhancements and refinements to workflows, screens, and outputs. Training materials are prepared, operational readiness is confirmed, and a final timeline for production go-live is agreed.

5. Go-live and ongoing monitoring

Deploy the solution into the live production environment and issue production access to users. Following launch, Optalitix supports adoption through engagement tracking, workflow monitoring, and operational oversight. Real-time system health monitoring and usage analytics ensure the platform performs reliably and continues to meet business objectives post-implementation.

Enterprise-Ready Platform.
Secure, scalable infrastructure built to support complex pricing and underwriting workflows

Secure

We are ISO27001 certified with high levels of system and data security

IP protection

Protect the intellectual property in your models

Future-proof

Faster implementation with flexible, future-ready architecture

One platform for the entire pricing lifecycle

Bring all of your models and data together with full governance, ensuring your business can price confidently, consistently and at scale

Speak to an expert

Optalitix transforms pricing and underwriting with a proven implementation model