Optalitix for UNDERWRITERS

Faster underwriting. Less friction. Full control

One place to assess, price and control risk. Secure, governed, in real-time.

Speak to an expert

Trusted by global insurers, reinsurers and MGAs

Measurable business impact

Make faster decisions, reduce manual work and improve pricing consistency,
across every quote

Quote
faster

Capture data once, reduce rekeying and accelerate quote turnaround

Improve
efficiency

Reduce underwriter workload with seamless system integrations

Drive
consistency

Apply the same rules across every channel, every time

Strengthen
governance

Increase oversight with dashboard tracking and rule-driven workflows

Focus on risk
and control

Track risk, identify complex cases and enrich insight using external data

How it works

Instant digital access to all data

All quote data is stored in one platform, with seamless integrations and real-time dashboards providing a clear view of portfolio risk. Manual work is removed, enabling faster responses to market changes and improving competitiveness and profitability.

Workbench

Unify underwriting workflows

Replace fragmented tools by bringing pricing, data and decisions into one centralised workspace - reducing complexity and manual effort.

Eliminate rekeying and duplication
Reduce reliance on IT with configurable workflows
Drive adoption through an intuitive, easy-to-use platform
Increase visibility across quotes and risk
Unified Workbench
Decisioning

Make better, faster decisions

Triage, price and underwrite in one flow

Quickly triage submissions based on risk thresholds
Apply pricing and underwriting logic together
Reduce referrals and manual handling
Improve speed to quote and bind
Quote Status
Governance

Stay in control

Apply underwriting rules without compromise

Enforce risk appetite across all channels
Embed approval limits and governance controls
Reduce overrides and inconsistent decisions
Protect margin at scale
Quote Configuration & Authorisation
Insight

See the impact

Understand performance as you underwrite

Track referrals, conversions and quote volumes
Identify emerging risks earlier
Adjust risk appetite with confidence
Strengthen oversight with real-time insight
Insight dashboard
Quantified results

Faster underwriting decisions,
at scale

Unlimited data integrations

>

Business lines supported

Zero

No rekeying required

<
ms

Real time model speed

What our customers say

Transforming Processes Through Digital Innovation

“We’re always looking to improve internal processes and appreciated Optalitix’s support with this digital innovation. FORTRESS has digitised pricing and contracts, reduced manual data entry, and provides Members with streamlined quote-and-bind and intuitive claims management.”

Jonathan Gray
Chief Underwriting Officer at Pool Re

Reducing Manual Work Across Every Quote

“By automating the process, Optalitix is going to take away a lot of the mind-numbing work of going through smaller quotes, making it faster for the broker so that they have quotes immediately. In addition, consistent pricing and automated governance rules ensure we don't break our binder agreements.”

Ognjen Jovanovic
Operations Director at Intermont

Standardising Insurance Pricing Effortlessly

“Optalitix is a great, simple solution that can allow insurers to track and standardise pricing.”

Joe Bracher
Head of Insurance Product and Underwriting at YuLife

Providing Real-Time Pricing and Workflow Oversight

“Optalitix has been beneficial for us in a number of ways. Our clients can now get an almost instant indicative price. We also have total workflow visibility…which provides us with the opportunity to do better resource planning, and it gives our clients more transparency.”

Chris Reynolds
Head of 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

How does Optalitix improve underwriting efficiency?

Optalitix reduces manual re-keying, automates workflows and streamlines decisioning. Underwriters can focus on complex risks while routine tasks are handled automatically, improving speed and consistency and reducing manual work.

Can Optalitix automate underwriting workflows?

Yes. Optalitix provides configurable, low-code workflows that reflect how your team underwrites. You can define rules, approvals and processes to ensure consistency while maintaining full control.

Does Optalitix capture all submission and underwriting data?

Yes. Optalitix captures all data from submission through to pricing and decision. This creates a complete, structured dataset for analysis, reporting and continuous improvement.

How does Optalitix help manage risk exposure?

Optalitix provides real-time visibility of risk exposure, including geographic mapping and portfolio-level insights. This helps underwriters to identify concentration risk, manage risk appetite and make more informed decisions.

Can Optalitix integrate with submission data and external sources?

Yes. Optalitix integrates with your AI ingestion tool to enable quote ingestion and to structure submission data from multiple sources, including emails and documents. This reduces manual input and ensures underwriters work with clean, structured data.

Does Optalitix support faster quote response times?

Yes. By embedding pricing models directly into underwriting workflows, Optalitix reduces quote turnaround times, helping underwriters respond more quickly to brokers and customers.

Can Optalitix support renewals and mid-term adjustments?

Yes. Optalitix includes built-in capabilities for renewals, mid-term adjustments and quote cloning. This allows underwriters to manage policy lifecycles efficiently and explore multiple scenarios quickly.

How does Optalitix ensure control over underwriting decisions?

Optalitix provides role-based permissions and structured workflows to ensure the right level of control. Underwriters can apply rules consistently while maintaining oversight and governance.

Can Optalitix generate documents and outputs automatically?

Yes. Optalitix can generate quotation documents and other outputs directly from underwriting data. This reduces manual work and ensures consistency across all documentation.

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