From Spreadsheets to Scalable Pricing

Insurance technology continues to evolve, yet some of the industry's most valuable pricing intelligence remains locked in spreadsheets. How can insurers modernise their pricing operations without losing the models, expertise and processes they already rely on?

Modernising Insurance Pricing Without Starting from Scratch

For many insurance organisations, spreadsheets remain central to pricing and underwriting. While they provide flexibility and familiarity, managing models across disconnected files can create challenges around efficiency, governance and scalability.

During the podcast, Dani explores how insurers can build on their existing investments by converting pricing models into APIs and integrating them directly into underwriting systems.

This approach enables organisations to retain valuable pricing expertise while improving accessibility, consistency and operational efficiency.

Connecting Pricing Technology with Underwriting Workflows

Technology alone is not enough to deliver meaningful transformation. Successful modernisation requires a clear understanding of how underwriters work, how pricing decisions are made and how new systems fit into established processes.

Drawing on more than a decade of experience at Optalitix, Dani discusses the practical challenges insurers face when modernising critical operations, including maintaining pricing discipline, managing organisational change and supporting better decision-making.

The conversation highlights the importance of connecting pricing models, people and processes to create more efficient and scalable underwriting operations.

Listen to the Podcast

From spreadsheet modernisation to underwriting workflows and organisational change, Episode 316 offers practical insights into the challenges and opportunities shaping insurance technology.

Listen to Dani Katz on Episode 316 of the FNO: InsureTech Podcast, available wherever you get your podcasts.

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