Trusted by global insurers, reinsurers and MGAs

Connected pricing & UNDERWRITING

Scale your underwriting - without adding complexity

Less manual work

Remove dual entry and spreadsheet reliance

Faster quotes

Issue and bind business quickly

Built-in governance

Meet coverholder and regulatory requirements

Single source of truth

Capture all underwriting data in one place

Efficient growth

Scale without adding headcount

How it works

Bring structure to how underwriting is delivered

Digitise the full underwriting journey - from submission through to quote, bind and reporting

Data

Capture every submission in one place

Create a complete, structured record of all underwriting activity

Capture all submission data

Ingest data from brokers and CRM

Structure and validate inputs automatically

Build a complete system of record

Pricing

Quote and bind business faster

Respond quickly to brokers and convert more opportunities

Run existing pricing models

Generate quotes instantly

Automate referrals by thresholds

Issue and bind business quickly

Control

Demonstrate control to capacity providers

Ensure underwriting is governed, auditable and aligned to agreed terms

Apply rules across all users

Track all underwriting activity

Maintain audit trails and controls

Support coverholder requirements

Insight

Understand performance across your book

Track activity, conversion and performance across all business

Track submissions and quotes

Monitor conversion and hit rates

Identify trends across risks

Improve underwriting performance

The pricing transformation journey

A proven path from first engagement to live deployment

Optalitix follows a clear, structured process designed to get you live quickly, with teams aligned at every step

Steps to launch

Our typical process and implementation stages for MGAs

Quantified results

Fast, scalable pricing performance

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All pricing data captured

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Automated underwriting at scale

Intermont wanted to reduce manual work, scale underwriting, and ensure governance without recreating their existing models

With Optalitix, they delivered:

Reduced manual processes and reliance on workarounds

Consistent pricing with automated governance rules

A single platform instead of multiple systems

Digitised pricing using existing spreadsheet models

Faster quotes through automation

Ognjen 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

FAQs

How does Optalitix help MGAs scale underwriting operations?
Optalitix automates submission intake, data capture and underwriting workflows, enabling MGAs to handle higher volumes without increasing operational overhead

Can Optalitix process broker submissions automatically?
Yes. Optalitix integrates with AI tools to extract and structure data from emails and documents, turning submissions into quote-ready data

Does Optalitix support end-to-end underwriting workflows?
Yes. Optalitix provides a configurable, no-code workflow engine covering submission, triage, pricing, approvals and quote generation

Can MGAs use existing pricing models?
Yes. Existing Excel and other model types can be ingested and deployed as scalable, production-ready services without redevelopment

How does Optalitix improve speed to quote?
By automating data ingestion, validation and workflow steps, Optalitix significantly reduces turnaround times and improves consistency across quotes

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.