About

Pool Re are the UK’s largestterrorism reinsurer, trusted by over a hundred insurers, and globallyrecognised as the leading experts in terrorism risk financing. Their mission isto provide financial protection against the risk of
terrorism and enhance the resilience of the UK economy. They protect £2trillion of assets and businesses of all sizes.

The Challenge

Pool Re needed to modernise anddigitise its reinsurance quoting and claims management processes while ensuringa smooth transition for insurers purchasing reinsurance cover. Existingworkflows relied heavily on manual data entry, disconnected systems, andongoing email exchanges, creating inefficiencies across underwriting, treatymanagement, and claims handling.

The separation between treaty and claims systems also limited visibility,increased operational complexity, and slowed the quote and claims process. PoolRe required a scalable digital platform capable of streamlining quote issuance,improving claims assessment and tracking, and providing insurers with seamlessonline access to quotes and policy information.

The Solution

Optalitix implemented OptalitixQuote, delivering an end-to-end digital treaty and claims management platformtailored to Pool Re’s specialist reinsurance operations. Built and deployed injust six months, the platform digitised pricing, underwriting, claimsmanagement, and insurer interactions within a single integrated environment.

The solution incorporated Pool Re’s specialised pricing models to improvepricing accuracy and automate operational workflows. Integrated Flow technologyenabled configurable underwriting and claims processes, while seamlessintegrations connected the platform directly to CRM, finance, anddocument-signing systems.

Key capabilities included:

Digital treaty and claims management workflows
Automated quote acceptance through DocuSign integration
Integration with Pool Re’s CRM and finance systems
Elimination of duplicate data capture
Advanced governance, auditability, and reporting controls
Geo-mapping, dashboards, and client portals for enhanced visibility
Real-time claims analysis and management information reporting

By replacing fragmented manual processes with a unified digital platform, PoolRe gained a more efficient, scalable, and resilient operating model.

The Impact

The implementation of OptalitixQuote delivered significant operational efficiency, automation, and visibilityimprovements across Pool Re’s underwriting and claims operations. The platformstreamlined quote processing, reduced manual intervention, and improvedreporting and auditability across the business.

Within the first 60 days of launch:

89 insurers bought and bound over £269m of premium with no manual intervention
121 quotes were issued with individual premiums of up to £50m
All insurers were able to access quotes and pricing information online withinfive days of launch

The integrated digital platform also improved claims management, premiumcollection, reporting, and operational governance while strengthening theresilience of the UK insurance system against terrorism-related events.

The Future

With Optalitix Quote now embeddedat the centre of its reinsurance operations, Pool Re has established a scalabledigital foundation capable of supporting future innovation, operationalresilience, and market growth.

The platform’s flexible workflow configuration, advanced reportingcapabilities, and integrated data ecosystem position Pool Re to further enhanceunderwriting automation, claims intelligence, and catastrophe responsemanagement over time.

As terrorism risk evolves and reporting requirements become more complex, PoolRe is now better equipped to deliver faster, more transparent, and data-drivenservices to insurers, government stakeholders, and policyholders alike.

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