Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Data and analytics serve as the foundation for solutions powered by Earnix. We utilize top-tier data science, advanced analytical modeling tools, optimization techniques, and machine learning to provide the most competitively priced and personalized financial products to each customer consistently. Our approach facilitates the creation and integration of both traditional GLM/GAM and machine learning models, ensuring these models are effectively utilized for pricing, rating, and personalization strategies. To achieve this, we have crafted a Hybrid Model that combines the predictive strengths of machine learning with the causal insights offered by classical statistical approaches. The Earnix platform features a comprehensive range of optimization algorithms designed to accommodate diverse pricing and rating structures, regulatory and business needs, as well as varying market conditions. These algorithms are capable of addressing intricate challenges, including portfolio optimization, lifetime value analysis, multi-product strategies, ranking, and customer-centric optimization dilemmas, providing a robust solution for financial institutions aiming to enhance their services.
Description
Ptally is an innovative platform that utilizes AI to assist insurers and managing general agents (MGAs) in pricing their insurance products. Pricing consultants leverage existing rating guides, Excel spreadsheets, or US rate filings to develop your rates, rules, and calculations. Each modification undergoes a rigorous regression suite analysis before you finalize and implement it with a single click. A unified rating engine powers a real-time pricing API, integrated quote forms, and conversational agents. Pricing teams can articulate model modifications using ChatGPT, Claude, or Cursor via MCP, enabling them to review and publish these changes seamlessly within Ptally. With over 50 million quotes processed and a median execution time of just 38 milliseconds across various personal, commercial, and specialty lines, Ptally stands out in the market. Notably, there are no implementation fees: the Performance plan is based on up to 1% of the gross written premium without any initial costs, or users can opt for a straightforward fee per active model. This flexibility in pricing structures allows insurers to choose the most suitable plan for their needs.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
ChatGPT
No
Claude
No
Cursor
No
Gemini CLI
No
GitHub Copilot
No
Model Context Protocol (MCP)
No
Integrations
ChatGPT
Yes
Claude
Yes
Cursor
Yes
Gemini CLI
Yes
GitHub Copilot
Yes
Model Context Protocol (MCP)
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Up to 1% of GWP
The Performance plan charges up to 1% of gross written premium with no upfront cost or implementation fee. Alternatively, the per-model option charges a flat fee per live model; enterprise pricing is custom.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Earnix
Country
United States
Website
earnix.com/analytics/in-action/
Vendor Details
Company Name
Ptally
Website
ptally.ai
Product Features
Insurance Underwriting and Rating
Broker / Agent Portal
No
Carrier Upload
No
Commercial Lines
No
Comparative Insurance Rating
No
Customer Portal
No
For Casualty Insurance
No
For Health / Medical Insurance
No
For Life Insurance
No
For Personal Insurance
No
Multi-State
No
Multiple Line Rating
No
Mortgage and Loans
Amortization Schedule
No
Client Database
No
Closing Documents
No
Commercial Mortgages
No
Contact Management
No
Credit Reporting
No
Customer Statements
No
Document Management
No
Electronic Applications
No
Government Loans
No
Loan Origination
No
Loan Servicing
No
Pipeline Management
No
Pre-Qualification
No
Refinance Management
No
Residential Mortgages
No
Product Features
Insurance Underwriting and Rating
Broker / Agent Portal
No
Carrier Upload
No
Commercial Lines
No
Comparative Insurance Rating
No
Customer Portal
No
For Casualty Insurance
No
For Health / Medical Insurance
No
For Life Insurance
No
For Personal Insurance
No
Multi-State
No
Multiple Line Rating
No