SortSpoke Partners with Optalitix: Transforming Underwriting with AI-Powered Document Processing

In the fast-paced world of insurance underwriting, efficiency and accuracy aren't just nice-to-haves—they're essential competitive advantages. Today, we're excited to announce a strategic partnership that will transform how underwriters handle complex submissions and make critical decisions.

SortSpoke has partnered with insurtech leader Optalitix to create an integrated solution that combines our AI-powered document processing platform with their advanced underwriting and pricing models. This collaboration represents a significant leap forward for insurance carriers, MGAs, and underwriting teams looking to scale operations while maintaining accuracy.

The Underwriting Challenge: Manual Data Extraction Bottlenecks

Every underwriter knows the pain: submissions arrive as complex, unstructured documents—emails with multiple attachments, PDFs with varying formats, spreadsheets, and more. Before any risk analysis can begin, critical data must be manually extracted, structured, and entered into systems of record.

This process has traditionally been:

• Time-consuming (often taking hours per submission)
• Error-prone (with typos and missed information)
• A major operational bottleneck (limiting how many submissions can be processed)
• Frustrating for skilled underwriters (whose expertise is wasted on manual data entry)

The Power of AI + Human Expertise: 5X Faster Processing with 100% Accuracy

Through this partnership, underwriting teams gain the ability to:

• Extract critical data from complex submissions 5X faster with SortSpoke's human-in-the-loop AI
• Seamlessly integrate this data into Optalitix's advanced pricing and underwriting models
• Make faster decisions with automated data flow from submission to quote
• Scale operations by handling increased submission volumes without adding headcount
• Improve accuracy by reducing manual data entry while maintaining human oversight
  
  

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Jon Shapiro, Founding Director at Optalitix, highlights the significance of this integration: "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 optimising workflow implementation for our clients, which is a game-changer."

 

Human-in-the-Loop: Maintaining Control While Accelerating Process

What sets this partnership apart is the commitment to keeping underwriters in control. While many AI solutions operate as black boxes, SortSpoke's human-in-the-loop approach ensures that:

1. Underwriters validate AI-extracted data, maintaining 100% accuracy
2. The system continuously learns from human feedback, improving over time
3. Compliance and auditability requirements are fully satisfied
4. Underwriting expertise remains central to the process

As Jasper Li, CEO of SortSpoke, notes: "Underwriting teams today need speed, accuracy, and flexibility—and this partnership delivers just that. 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."

 

The Technical Integration: How It Works