The collaboration aims to enable insurance carriers to extract and process submission data up to five times faster with complete accuracy, eliminating manual data entry and significantly enhancing underwriting efficiency.
The integration of SortSpoke’s “human-in-the-loop” AI platform into Optalitix’s advanced underwriting and pricing tools will allow insurers to automate the extraction of critical data from complex documents such as emails and attachments, streamlining the entire submission process. This approach eliminates the need for custom code development and manual triaging of incoming applications.
Jon Shapiro, Founding Director at Optalitix, said, “SortSpoke’s solution seamlessly extracts and structures complex submission data without the need for manual intervention. This partnership enables us to focus on delivering clean data and optimizing workflow implementation for our clients, which is a game-changer.”
Through this collaboration, insurers will be able to accelerate quote generation by automating document handling, enhance underwriting accuracy through better data and decision-making, and scale operations to manage growing submission volumes with ease. With SortSpoke’s AI technology embedded in Optalitix’s platforms, insurers can now integrate clean, structured data directly into their pricing and underwriting models. This empowers underwriters to make faster, data-driven decisions and significantly reduce the time from submission intake to quote generation.
“Underwriting teams today need speed, accuracy, and flexibility—and this partnership delivers just that,” said Jasper Li, CEO of SortSpoke. “By combining SortSpoke’s AI-powered document processing with Optalitix’s advanced underwriting and pricing models, we’re enabling insurers to streamline their entire workflow, from submission intake to policy binding.”
Previously, insurers using SortSpoke had to manually input extracted data into their underwriting systems. Now, through seamless integration with Optalitix’s cloud-based platforms—including Optalitix Models and Optalitix Quote—the entire process is automated, unlocking real-time insights and improving operational efficiency.
Optalitix’s award-winning technology is known for converting Excel, Python, and R models into scalable, cloud-hosted APIs within minutes, giving underwriting teams access to next-generation tools for pricing, reserving, and workflow management. This partnership represents a major step forward in modernizing underwriting, enabling insurers to boost performance, reduce costs, and make smarter decisions with greater speed.
