intelligent automation

Boost quote volumes with smarter workflows

Automate the underwriting journey supported by insights that drive pricing accuracy and efficiency

Faster quoting
Insight-driven process
Augmented underwriting
The challenge

Current underwriting workflows are disconnected from pricing models and follow predetermined paths,
slowing processes and limiting responsiveness to risk

Solving this in practice

Optalitix integrates pricing and workflows,
enabling real-time insight within the quote process and more efficient, accurate decisions

Seamless model integration

Make pricing model outputs available in the quote process to drive automation

End-to-end automation

Automate the underwriting journey reducing manual effort and enabling faster decisions

Intuitive workflow path

Enable insight-driven workflows with faster authorisation and governance

Embedded AI insight

Enhance workflows with AI to augment underwriter decisions

Fully augmented workflow process

Enrich underwriter workflows with model insight to create more customised pathways

Key features and business impact

Workflows driven by model
insights result in better underwriting decisions

key features

Automated, insight-driven underwriting

Automate quoting to create a more intelligent underwriting process

Enhance actions with insight
Integrate models into underwriting flow
Enable AI-driven workflows
Visualise risk in dashboards
Intelligent automation
Business impact

Drives efficient, accurate underwriting

Use model and external data to enhance insight, speed and decision-making

Greater pricing accuracy
Improved underwriter efficiency
Intelligent oversight on pricing process
Increased quote volumes, issued faster
Drive efficiency
Automated workflows
= faster processing and scalable underwriting
intermont

“(Optalitix) automates smaller quotes, making the process faster and easier to scale.”

Cognjen Jovanovic
Operations Director at Intermont
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

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