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CPQ & Product Factory

Design, price and evolve your insurance products.

Surelia Assurance helps technical and product teams organise covers, risks, characteristics, taxes, commissions and premiums — the rules that shape the offer.

Audience
Technical department · Product · Executive
Domain
Product Factory & rating
Coverage
Products · covers · premiums · policies
Product repository

Master the product catalogue.

Portfolio quality starts with the quality of product configuration. Structure products, categories, lines, covers, risks and their rules to align the commercial offer, the technical rules and underwriting operations.

  • Products & lines · Full business hierarchy
  • Covers & risks · Characteristics, sums insured, terms
  • Rating · Premiums, taxes, fees, commissions
  • Business rules · Validation, dependencies, exclusions
PRODUCT LINE COVERS SUMS INSURED RISKS PARAMETERS RATING ENGINE PREMIUMS · TAXES · FEES · COMMISSIONS QUOTE VALIDATION POLICY ISSUANCE
Reliability

Make rating and quotes reliable.

Quotes and premiums must reflect business rules that are understandable and governed: fewer errors, traceable amounts, and adaptation to the products actually sold.

Governed rules

Centralise the calculation logic, premiums, taxes, fees and commissions into traceable, auditable rules.

Traceable amounts

Every premium, tax and commission can be explained and traced back to the rule that produced it.

Product adaptation

Version your rules by product, by business line and by validity period.

From quote to policy

Move from quote to policy without a break.

The CPQ journey leads to clear underwriting, a structured policy, selected covers, consistent premiums and usable billing.

1Product definition
2Risk data
3Rating rules
4Quotes
5Validation
6Policy issued
Next step

Request a CPQ demonstration.

Let's walk through your product catalogue and explore how Surelia can make rating and quotes more reliable.