Cloud-based underwriting workbench to streamline operations, bringing underwriting workflows, reporting, and operations together to support profitable growth
Optalitix, a leading underwriting and pricing Insurtech, has been selected by specialist underwriting agency and Lloyd’s Coverholder Solertia Insurance to deliver a new underwriting workbench that will streamline operations, improve reporting, and provide a scalable platform for future growth.
Solertia is a leading Managing General Agent (‘’MGA’’) specialising in complex, high-value transaction tax risk insurance, underwriting risks globally in partnership with highly rated insurance and reinsurance companies. The business selected Optalitix Quote following a review of multiple underwriting workbench providers, citing the platform’s functionality, rapid implementation capability, and collaborative approach.
The new cloud-based underwriting workbench will replace Solertia Insurances previous system with a fully integrated platform that brings underwriting workflows, reporting, and day-to-day operational activity together in one place. Planned to go live in September 2026, the implementation is already ahead of schedule, with additional capabilities planned as part of the long-term partnership.
Ellie Sanders, Head of Operations at Solertia Insurance, said: “We chose Optalitix because they gave us exactly what we needed, in the timeframe we needed it. What stood out throughout the process was how easy they were to work with; honest, realistic, and quick to resolve anything that came up. This partnership isn’t just about a better platform today, it’s about having a system that can scale and grow with us as our business does.”
Jack Wells, Enterprise Account Executive at Optalitix, added: “We’re delighted to be partnering with Solertia Insurance. From our first conversations, it was clear the team had a strong vision for the future of the business and a real focus on investing in the right technology to support that growth. We’re excited to provide a platform that not only improves day-to-day underwriting operations but also gives Solertia Insurance the flexibility to continue evolving as the business grows. We look forward to building on this partnership for many years to come.”
The new platform will reduce manual administration, improve operational visibility, and provide Solertia Insurance with the flexibility to adapt its underwriting processes as the business continues to grow.
Optalitix Quote enables insurers, MGAs, and brokers to replace manual and legacy underwriting processes with configurable, cloud-based underwriting workbenches that can be tailored to each organisation’s products and workflows. By consolidating underwriting activity, reporting, and operational data into a single platform, businesses can improve efficiency while retaining the flexibility to evolve as requirements change.
The partnership further strengthens Optalitix’s growing presence among specialist insurers and MGAs looking to modernise underwriting operations with configurable technology that can be implemented rapidly and evolve alongside their businesses.
