Pricing and underwriting platform
Quote faster with pricing you can trust
Optalitix Quote manages pricing tools and underwriting workflows, ensuring complete confidence in every quote issued.
Trusted by global insurers, reinsurers and MGAs
Built for modern underwriting
Capture pricing data, apply rating models and automate workflows in one digital platform - enabling faster, more consistent underwriting decisions.
Quote faster. Zero re-keying.
- Deploy your underwriting workflow in the cloud with easy updates and full control.
- No duplicate data entry.
- Complete, reliable risk data.
- Reduced pricing errors.
- Faster, competitive quotes.
Manage every pricing decision
Ensure every quote follows approved models with full transparency and auditability.
- Consistent pricing governance.
- Full quote version history.
- Controlled pricing changes.
- Audit-ready decision tracking.
Give underwriters a better pricing platform
Guide underwriting decisions, speed up quotes and improve collaboration through a structured workspace.
- Structured quote submissions.
- Clear referral workflows.
- Broker quote tracking.
- Real-time underwriting dashboards.
Connect pricing across your systems
Integrate pricing models, data and workflows into one automated decision process.
- API integrations with core systems.
- External data enrichment.
- Automated document generation.
- Workflow automation built in.
Quickly turn pricing models into real-time underwriting decisions in just five steps:
- Review and plan: Define pricing models, underwriting processes and reporting needs.
- Deploy models: Upload, validate and test pricing models.
- Configure underwriting: Set workflows, rules and quote journeys.
- Integrate systems: Connect models, data sources and core systems.
- Go live: Train teams, complete testing and go live.
Manage models. Quote faster. Track performance
- Actuaries: Build and deploy pricing models with confidence.
- Underwriters: Quote faster with pricing you can trust across every risk.
- C-Suite: See pricing performance across the business.
Operational efficiency and automation at scale
- 0 Single data entry
- 0% Quotes automated
0 Lines of Business
What our customers say
"Optalitix’s software and analytics expertise help our teams connect enquiry logging, underwriting, and risk recording processes, providing a simpler, more secure way to ensure data is complete, accurate, and timely."
Secure and future proof
- 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
- Can I use Optalitix Quote to price any line of business? Almost any line of business can be underwritten in Optalitix Quote.
- What about data privacy and security? We provide GDPR compliant data processes to enable clients to meet data security standards.
- What are the key benefits? Supercharge your underwriter's performance by providing a customised underwriting workbench.
- How long does it take to implement? We typically expect a one to two month implementation process.
- What support is provided? We have a dedicated support team for each of our products, available during business hours.
- Do I keep control of my models? Yes. You can update it whenever you want using Excel with full audit control.
- Can I use Excel pricing models in Optalitix Quote? Yes, your underwriters do not have to learn a completely new computing language.
- Can I access my pricing data? Yes, all quote and pricing data is available and hosted by Optalitix Quote.
- How quickly can it be deployed? We typically expect a one to two month implementation process.
- Can I use this to price any insurance line? Yes, we already cover >60 lines of business, including property, life insurance and healthcare.
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.