Pricing and underwriting platform

Quote faster with pricing you can trust

Optalitix Quote manages pricing tools and underwriting workflows ensuring complete confidence in every quote issued

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Trusted by global insurers, reinsurers and MGAs

Optalitix quote

Built for
modern underwriting

Capture pricing data, apply rating models and automate workflows in one digital platform - enabling faster, more consistent underwriting decisions

Deployment

Quote faster. Zero re-keying.

Deploy your underwriting workflow in the cloud with easy updates and full control

No duplicate data entry
Complete, reliable risk data
Reduced pricing errors
Faster, competitive quotes
Quote view with risk clarity
Pricing governance

Manage every pricing decision

Ensure every quote follows approved models with full transparency and auditability

Consistent pricing governance
Full quote version history
Controlled pricing changes
Audit-ready decision tracking
Approval workflow
Underwriting workspace

Give underwriters a better pricing platform

Guide underwriting decisions, speed up quotes and improve collaboration through a structured workspace

Structured quote submissions
Clear referral workflows
Broker quote tracking
Real-time underwriting dashboards
Underwriting controls
System integration

Connect pricing across your systems

Integrate pricing models, data and workflows into one automated decision process

API integrations with core systems
External data enrichment
Automated document generation
Workflow automation built in
API Connectivity
How it works

Quickly turn pricing models into real-time underwriting decisions
in just five steps

Review and plan

Define pricing models, underwriting processes and reporting needs

Deploy models

Upload, validate and test pricing models

Configure underwriting

Set workflows, rules and quote journeys

Integrate systems

Connect models, data sources and core systems

Go live

Train teams, complete testing and go live

Built for every role

Manage models. Quote faster.
Track performance

Actuaries

Build and deploy pricing models with confidence

Host any model in the cloud
Models run up to 30x faster
No coding needed
Easy integration

Underwriters

Quote faster with pricing you can trust across every risk

Customisable underwriting workbench
Intelligent quote triaging
Track operational performance
Connected systems and workflows

C-Suite

See pricing performance across the business

Real-time view of risks quoted
Exposure management
Forecast of risk outcomes
Operational pricing insights
QUANTIFIed RESULTS

Operational efficiency
and automation at scale

x

Single data entry

%

Quotes automated

>

Lines of Business

What our customers say

Connecting Underwriting Data Seamlessly

"Optalitix’s software and analytics expertise help our teams connect enquiry logging, underwriting, and risk recording processes, providing a simpler, more secure way to ensure data is complete, accurate, and timely."

Stuart Kilpatrick
Managing Director at Burns & Wilcox, UK

Digitising Treaty Pricing and Contracts

"We are delighted to partner with Optalitix to support our treaty processes. This system will enable Pool Re to digitally transact pricing and contracts with members."

Jonathan Gray
Chief Underwriting Officer at Pool Re

From Complex Models to Online Platform

"Optalitix worked closely with our underwriting and business teams to translate complex pricing models into an easy to use and secure platform. The collaborative approach meant we were able to deliver a production-ready solution in under six months that genuinely reflects how our business operates."

Chris Reynolds
Head of Life Pricing at SiriusPoint
secure and future proof

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

FAQs

Can I use Optalitix Quote to price any line of business?

Almost any line of business can be underwritten in Optalitix Quote. We already provide underwriting systems for most common business lines for commercial and retail insurance companies including property, marine, aviation, energy and life insurance. We also provide follow-only underwriting capabilities, and can be used to price motor, home and travel on aggregator websites.

What about data privacy and security?

At Optalitix we take pride in our data security focus, backed up by our ISO27001 certification. We also provide GDPR compliant data processes to enable clients to meet data security standards.

What are the key benefits?

Supercharge your underwriter's performance by giving them a customised underwriting workbench that helps them focus on the risk, not the admin. Unlock data from your models using our dashboards and reporting functionality and make integrations with your other systems simple. Team leaders will have complete control over the models used in pricing, the processes followed and the oversight of portfolio risk.

How long does it take to implement?

We typically expect a one to two month implementation process including user and model on-boarding. We can assist with integrations to your other systems such as policy administration, broker portals and CRMs.

What support is provided?

We have a dedicated support team for each of our products and provide support in business hours, 8am – 6pm in the UK, 5 days a week. We also provide support outside of these hours on request.

How do I set up Optalitix Quote?

Optalitix Quote and Optalitix Models are SaaS products that are simple to set up, use and update. You can be truly self-service after a short training session or we can help with more complicated pricing processes. Our new business team will work with you to find the best option for you.

Do I keep control of my models?

Yes. The beauty of Optalitix's products is that they reuse your pricing models by making them API enabled rather than needing a complete recode. Excel pricing models are converted to code but always available - you can update it whenever you want using Excel with full audit control.

Can I use Excel pricing models in Optalitix Quote?

Yes. You can even continue to use the model in its Excel form within the underwriting workbench. This means that your underwriters do not have to learn a completely new computing language or process, reducing the training and change requirements.

Can I access my pricing data?

Yes. All quote and pricing data is available and hosted by Optalitix Quote. The data can be pulled in pre-configured tables to client databases for real time access to data.

How quickly can it be deployed?

We typically expect a one to two month implementation process including user and model onboarding. We can assist with integrations to your other systems such as policy administration, broker portals and CRMs.

What model types can be used?

Quote allows Excel, Python, R, SQL and GLM models to be used natively, and can easily connect to any other pricing model with an API.

Can I use this to price any insurance line?

Yes, we already cover >60 lines of business, including property, life insurance and healthcare.

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