Creating value from your data

Optalitix works with insurers to improve their broker and direct sales using data.

Your data is valuable, and can be used to significantly improve customer experience and business results. We help you to use it more effectively in sales, retention, risk management, claims, and many other areas in your business.

Optalitix can help you to realise the value in your data by

  • providing leads qualified using your own models
  • using external data, e,g, Big Data sets, to provide fresh insight on your customers
  • rapidly deploying models and insight into your operational process
  • allowing actions (calls, emails, texts, broker visits, etc.) based on real insight
  • providing reporting dashboards and user interfaces to track business outcomes


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Improved customer retention


increased client sales outcome


A tailored selection of Optalitix stand-alone solutions, fused to maximise effectiveness

Leads Hub is a leads marketplace that adapts to your business needs. Our hub connects you to compliant leads providers to give you a one-stop shop for your leads purchases, and our customised integration ensures your leads are available for contact immediately.

Within leads hub, your own models can be used to estimate lead value. These models generate leads scores to determine how much each lead is worth to you, so you can buy leads with greater confidence.

  • Seamless Integration
  • Hundreds of metrics to measure lead characteristics
  • Intelligent learning algorithms improve lead selection
  • Quantified lead value

Optalitix Convert simplifies your customer journey and allows you to put the customer at the centre of the process. You can personalise the experience to cater for their specific preferences and shorten the quote journey using smart models and external data, all delivered by the Optalitix Decision Engine.

Convert ensures your most valuable customers are identified instantly and accurately. Using behavioural economic insights, the customer journey is enhanced, providing information and insight to your sales team.

  • Increased sales
  • Real-time tracking and dashboards
  • Specific targeting and retargeting of leads
  • “People like you” product choices
  • Customised marketing messages

Proactively retaining customers is essential for any business. Proactive retention is cheaper and more profitable than selling to new customers, and helps to build your brand.

Optalitix Retain is cloud hosted software as a service that identifies high value renewing customers. It focuses your retention activities to ensure you retain more customers and increases retained profit for your business. To help you monitor the process, Optalitix Retain provides customised screens and live feeds to your own administration systems. The software uses multiple contact channels to deliver your retention message efficiently and effectively.

  • Retain your most valuable customer
  • Create personalised and targeted retention strategies
  • Track retention performance


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Optalitix technology enhances every customer interaction

The customer begins by providing some basic information.

Optalitix uses this limited data to greatly enhance the sales journey.


Internal company data informs us about other, similar customers, while Big Data inputs sourced by Optalitix provide additional insight.


The Optalitix Decision Engine applies smart algorithms and market insight in real-time.


Optalitix integration into customer contact systems provides an intelligent plan of action, whilst leveraging self learning intelligence to improve the fit using feedback from customer choices.

Want to know more?

Name Joe Bloggs

Date of Birth 18/05/1975

Postcode SW1 1AA


Internal company data on this customer, and similar customers who have purchased, informs the customer journey.


Our Big Data resources pull in pertinent and valuable data points from outside sources to build a complete customer profile.

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The models provide insight, helping clients determine product choice, conversion rate and customer value. This improves the customer experience and informs sales strategy.


The next best action is determined via smart algorithms and scenario analysis. An intelligent, refined sales approach is customised for each applicant.