AI-enabledpricing and underwriting
Optalitix connects models, data and underwriting workflows in one secure, AI-ready platform, helping teams move faster and make more consistent decisions
Trusted by global insurers, reinsurers and MGAs
AI that boosts actuarial
and underwriting teams
and underwriting teams
AI is changing how insurers think about pricing and underwriting, but generating real value from AI depends on having the right digital foundation.
Everyone is talking about AI, what makes ours different?
Our solution focuses on getting work done for underwriters and pricing actuaries. The difference is that Optalitix connects AI directly to the underwriting and pricing processes and operational data via the Optalitix Quote platform
Where Optalitix AI creates value
Optalitix utilises AI to improve speed, efficiency and consistency across pricing and underwriting.
From manual processes to AI-supported underwriting
Ingest
AI ingests and structures submission data.
Analyse
AI summarises risks and highlights key information.
Assist
AI supports broker communications and underwriting decisions.
Optimise
AI balances workloads and builds portfolio intelligence.
AI that supports insurance teams
Future-proof your pricing and underwriting and unlock greater visibility, pricing consistency and control - powered by scalable AI-led innovation.
Actuaries & Underwriters
Reduce data entry, improve quote insight, access data and respond faster with better informed decisions.
Executives
Gain instant visibility, uncover portfolio insights and make faster, more informed decisions with AI-powered intelligence.
From AI features to a smarter underwriting platform
Optalitix helps insurers use AI to deliver practical value, while enabling more advanced decision support in the future.
Speed
Control
Efficency
Insight
"We're helping insurers unlock the value of AI by integrating it with existing pricing tools and underwriting workflows, improving decision-making, productivity, and operational efficiency."
FAQs
Our solution focuses on getting work done for underwriters and pricing actuaries. The difference is that Optalitix connects AI directly to the underwriting and pricing processes and operational data via the Optalitix Quote platform. Instead of asking AI to write an email, users can ask:
- “How many new policies arrived this week?”
- “Which applications require approval?”
- “Reassign all cases from a colleague who is on leave.”
- “Give me a dashboard of all policies quoted”
- “Summarise the risks across this portfolio.”
The AI becomes a business interface accessible using natural language rather than code.
Many users only need information occasionally. Managers, executives, brokers and operational teams often have to:
- Log into multiple systems
- Navigate complex workflows
- Apply filters
- Build reports
- Search for information
The AI Assistant removes those steps. Users can ask questions in plain English and receive answers immediately, reducing the time to understand the current pricing and risk status and respond to changes.
Subject to permissions, AI agents are able to:
- Retrieve quote information
- Access underwriting calculations and outputs
- Generate summaries of quote results
- Assist with underwriting workflows
- Explain model outputs
- Create dashboards using Quote data
- Support portfolio analysis
Available capabilities depend on your Optalitix configuration and permissions.
No.
The MCP Server provides controlled access to information and functionality within Optalitix Quote.
Organisations remain responsible for governance, approval processes, and decision-making. Human oversight remains essential.
Optalitix will not allow an AI agent to bind a quote without a human in the loop.
No. Customer data is used to train third-party AI models unless explicitly agreed through separate arrangements.
The MCP Server acts as a controlled access layer and does not change existing data ownership arrangements.
One platform for the entire pricing lifecycle
Bring together all of your models and data with full governance in one platform, ensuring your business can price confidently, consistently and at scale