Strengthen Underwriting Decisions with Optalitix Quote
Underwriting large deals comes with inherent risks, especially if decisions are made by underwriters without the appropriate training or authority. Without safeguards, this can lead to costly errors.
Optalitix Quote is designed to mitigate these risks by automating authorisation controls and streamlining workflows. The system ensures quotes are directed to the right underwriter at the right time, maintaining efficiency and accuracy throughout the process.
How Optalitix Quote Works
- Controlled Authorisation: Set sign-off levels based on key factors, ensuring decisions are made by the right underwriter.
- Optimised Workflow: Automatically transfer quotes to the most suitable person, preventing interruptions in the process.
- Complete Traceability: Track every underwriting decision back to the original model, enabling full audit and governance.
Benefits for Clients
- Enhanced Decision-Making: Ensure underwriters with the right expertise handle each case.
- Efficient Triage: Route quotes to the appropriate decision-makers for accurate pricing.
- Robust Record-Keeping: Maintain a clear record of all decisions and the data behind them.
- Improved Workflow: Seamless task delegation keeps the process smooth and efficient.
Optalitix Quote delivers the control, oversight, and efficiency needed to transform your underwriting process. Protect your business while enhancing accuracy and governance.
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