ACTUARIAL SERVICES
It's 9:47 PM. The filing is due at 8 AM. This is not an exceptional Tuesday — it's the quarterly cycle. It doesn't have to be.
Optywise builds and deploys AI systems purpose-built for actuarial consulting practices — reviewing, validating, and documenting everything between your model output and client delivery. Same cycle. Fewer senior actuary hours. No new hires.
Last reviewed:
Schedule a Consultation$200,000
average E&O claim eliminated by a single prevented filing error
960–1,800 hrs/year
senior actuary time spent writing narratives instead of advising, recoverable at a 30-client firm
Up to $900,000/year
recoverable senior actuary time in regulatory impact mapping alone
Your client data never leaves your control. Proprietary AI architecture — full AI capability, zero data shared with public LLM providers.
THE PROBLEM
The Work Between the Model and the Client Is Where Your Firm Bleeds Hours
Your model has run. The output lives across three spreadsheets, a PDF, and an email thread. Someone still needs to reconcile the reserve movement. Someone still needs to run the QA checklist. Someone still needs to write the client narrative.
That someone is a senior actuary billing at $300 an hour — doing all of it manually, tonight, because the filing is due tomorrow morning.
This isn't an intelligence problem. It's a workflow problem, and every actuarial firm you compete with has the same one:
- The gap between model output and client delivery is entirely manual. Reserve reconciliation, QA checklists, narrative writing, disclosure checks — all of it happens by hand, under deadline pressure, on top of the actual analytical work your team is trained and paid to do.
- A missed detail doesn't surface until it's expensive. A missing ASOP disclosure, an unsigned certification, an adverse reserve movement that should have triggered a client conversation — these don't get caught in the moment they're cheap to fix. They surface after the filing is out, when the cost is a restatement, an E&O claim, or a DOI examination.
- Regulatory tracking is a full-time job nobody has time for. NAIC guidance, SOA assumption updates, state DOI bulletins — 50 to 100 significant updates a year, each requiring hours of senior actuary time just to read, interpret, and translate into what it means for each client, before a single client call happens.
- Growth means either more headcount or more hours — there's no third option, until now. Every actuarial consulting practice hits the same ceiling: the quarterly cycle only scales by adding senior actuary time, and senior actuary time is the most expensive, least scalable resource the firm has.
The firms that solve this aren't the ones with more people. They're the ones who've removed the manual work sitting between the analysis and the delivery.
HOW WE DO IT
ActuaLogic, Deployed Into Your Workflow with PRISM
Optywise built ActuaLogic — a pre-submission review system purpose-built for actuarial consulting practices — and we deploy it, integrate it, and customize it into your specific workflow using the same embedded-engineering model behind every Optywise engagement. We run every engagement through PRISM:
Probe
We map your actual quarterly cycle: how model output moves from Prophet, AXIS, or MOSES through QA, narrative drafting, and client delivery — and where the senior actuary hours are actually going.
Right-size
We identify which ActuaLogic capability matters most for your practice first — pre-submission validation, regulatory intelligence, narrative generation, or audit trail documentation — rather than deploying everything at once.
Integrate
ActuaLogic connects to the actuarial modeling platforms you already run. Your team keeps working in Prophet, AXIS, or MOSES; ActuaLogic sits in the workflow between model output and client delivery.
Secure
Every deployment runs on a proprietary AI architecture built specifically for actuarial data. Your client reserve data, policyholder files, SAO drafts, and actuarial opinions are never shared with public LLM providers.
Mobilise
A production system live in six weeks — built for actuarial consulting practices of 20 to 150 actuaries, compatible with firms from 10 to 200.
WHAT ACTUALOGIC DOES
Five Capabilities, One Pre-Submission Review System
Pre-Submission Confidence
Before every deliverable goes out, ActuaLogic automatically validates it against your regulatory and engagement-specific checklist — missing disclosures, mismatched effective dates, unsigned certifications, flagged before anything leaves your desk. The same automated pass catches adverse reserve movements across every product line and client simultaneously, runs data quality control on every policyholder file before calculations begin, and flags loss development factor anomalies before they reach a filing.
Why it matters: actuarial practices pay $50,000–$200,000 a year in E&O premiums. One prevented filing error pays for the capability outright.
Regulatory Intelligence
ActuaLogic monitors NAIC, SOA, and all 50 state DOIs continuously. Every update is classified, summarized in plain English, and mapped to its actuarial implications within hours of publication — then turned into a branded, per-client briefing filtered to each client's specific product lines and jurisdictions, ready to review and send in minutes.
Why it matters: a mid-size firm manages 50–100 significant regulatory updates a year. Reading and interpreting them costs roughly $45,000 per actuary annually — before a single client conversation happens. Mapping those updates across a 30-client portfolio manually is a half-day project every time; automated, it's the highest-ROI capability in the platform.
Actuarial Communication & Narratives
Your actuary pastes the reserve output in. In 30 seconds, a complete, client-ready actuarial narrative comes out — ASOP-aligned language, appropriate professional register, structured for your deliverable format.
Why it matters: a well-written narrative takes 8–15 senior actuary hours per client per quarter. Across a 30-client book, that's 960–1,800 hours a year spent writing documents instead of delivering judgment.
Professional Defensibility & Audit Trail
Every professional judgment made during a valuation cycle — assumption selections, methodology decisions, data quality exception handling — is documented automatically, timestamped, and attributed to the responsible actuary as the work happens.
Why it matters: when a DOI examination notice arrives, your preparation becomes retrieval instead of reconstruction. Examination prep typically costs $50,000–$200,000 per engagement when documentation has to be rebuilt from email threads and memory.
Portfolio Intelligence
Every Monday, before your first client call, ActuaLogic delivers three AI-synthesized insights per client — emerging reserve movements, assumption drift signals, data anomalies approaching threshold — so you know what shifted before the client mentions it.
Why it matters: one missed deterioration signal costs $50,000+ in last-minute crisis management. The weekly rhythm becomes the reason clients don't leave.
WHERE IT PAYS OFF
The Same Cycle, Rebuilt Around Higher-Value Work
40% Fewer Senior Actuary Hours
Same quarterly cycle, 40% fewer senior actuary hours — without adding headcount.
Recoverable Capacity
Hundreds of thousands in recoverable capacity per year — redirected from document production to client advisory, the highest-value work your firm does.
Defensible by Default
A documented, defensible position — before an examiner or a client ever asks for it.
A New Revenue Line
A new revenue line, not just a cost saving — ASOP 56 model validation, produced automatically every cycle, can be offered as a structured client add-on worth $150,000–$300,000 in additional recurring revenue across a 30-client book.
PROOF
ActuaLogic Is a Product, Not a Retrofit
ActuaLogic is an Optywise-built product, purpose-built for actuarial consulting practices — not a generic AI tool retrofitted for the industry. It's built for firms running 10 to 200 actuaries, compatible with Prophet, AXIS, and MOSES, and runs on a proprietary AI architecture where client reserve data, policyholder files, and actuarial opinions are never shared with public LLM providers.
Across the capabilities above, the pattern is consistent: work that used to consume 8–15 hours per client per quarter now takes 30 seconds; regulatory impact mapping that used to be a half-day project now happens in real time; documentation that used to be reconstructed under examination pressure now exists automatically, timestamped, as the work happens.
Optywise Product · ActuaLogic
The Pre-Submission Review System for Actuarial Consulting
Purpose-built for actuarial consulting practices, ActuaLogic sits between your model output and your client delivery — validating, mapping regulatory change, generating narratives, and documenting professional judgment automatically, all on a proprietary AI architecture that keeps client data in your control.
See ActuaLogic in your workflow →FAQ
Actuarial Services AI: Common Questions
Is this a custom build or an existing product?
ActuaLogic is a live, purpose-built product for actuarial consulting practices, and Optywise deploys it directly into your workflow. Where your firm needs deeper integration with your specific systems or an extended capability, we scope that as a PRISM engagement on top of the core product.
Will our client data ever touch a public LLM?
No. ActuaLogic runs on a proprietary AI architecture built specifically for actuarial data. Client reserve data, policyholder files, SAO drafts, and actuarial opinions are never shared with public LLM providers.
Does this work with our existing actuarial modeling software?
Yes — ActuaLogic is compatible with Prophet, AXIS, and MOSES, and sits in the workflow between your model output and client delivery rather than replacing your modeling platform.
What size firm is this built for?
Actuarial consulting practices of 20 to 150 actuaries, with compatibility for firms from 10 to 200.
Will this replace our actuaries or reduce headcount?
No. It removes the manual document production, validation, and tracking work — narrative writing, disclosure checks, regulatory reading — so your actuaries spend their time on professional judgment and client advisory instead.
How fast can we see this in our actual workflow?
We can show ActuaLogic against a real scenario — a reserve cycle output, a regulatory update you're currently processing, a narrative you wrote last quarter — in a 30-minute live demo, no slide decks. A full production deployment is a six-week engagement.
What does this cost, and how does the ROI work?
Pricing depends on firm size and which capabilities you deploy first. The ROI case is direct: a single prevented E&O claim, a single quarter of recovered narrative-writing hours, or a single averted restatement typically covers the cost of the platform outright — we'll walk through the specific math for your practice on a call.
See What ActuaLogic Produces With Your Real Work
Bring a real reserve cycle output, a regulatory update, or a narrative you wrote last quarter. See what ActuaLogic produces with it.
Schedule a Live Demo