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A Unified Platform for Accurate and Governed Quotation

Quote Pro is a configurable, rules-driven quotation management platform that enables accurate, compliant, and auditable premium quotations across products, channels, and distribution partners.

Mozart Interface
Business impact

Outcomes Insurers
Achieve with Quote Pro

Pricing leakage to full governance - Quote Pro brings control, consistency, and visibility to every quotation.

Accurate and consistent pricing

Standardize premium calculations across channels, products, and partners with centralized rules and rate management.

Pricing leakage eliminated

Authority-bound discounts and maker–checker workflows close every governance gap.

Improved visibility and auditability

Track quote changes, approvals, and pricing decisions with complete version history and audit trails.

Key Capabilities

Capabilities that Enforce Pricing Precision Across Every Quote

Product-wise quotation setup

Configure independent rating structures, eligibility rules, and coverage parameters per product.

Rate, rules & premium engine

No-code configuration of slab-based, formula-driven, and channel-specific pricing logic.

Covers, add-ons & components

Define dependency rules and auto-recalculate premium on any cover or add-on change.

Discounts, loadings & UW modifications

Enforce authority limits on manual overrides and track all underwriter interventions with reason codes.

Maker–checker approval workflows

Multi-level, configurable approval flows with rework cycles and full decision audit trail.

Quote versioning & comparison

Manage multiple quote versions and compare premium and coverage differences across iterations.

Quote Lifecycle

How Quote Pro Powers Controlled Quotation Workflows

Enable structured, auditable, and efficient quotation processes across products and channels.

Quote Pro Lifecycle


Set up product-specific quotation journeys, rate tables, and coverage rules.

Apply slab, formula, or channel-specific pricing logic with automatic premium breakup.

Route quotes through maker–checker workflows with threshold-based approval controls.

Monitor versions, interventions, and outcomes via real-time dashboards and MIS reports.

Managing Quotes on Spreadsheets and Manual Approvals?

Quote Pro replaces inconsistent pricing practices with rules-driven automation, governance workflows, and full auditability - across every product and channel.

Underwrite Pro Interface
Claims Pro Interface
Integrations & Ecosystem

Connected where it counts - across channels, products, and distribution

Policy administration systems

Integrate with core systems for product definitions, customer data, and policy issuance.

Distribution platforms

Connect with agent, broker, and partner platforms for consistent quotation experiences.

Underwriting systems

Enable pricing alignment with underwriting rules and decision engines.

Data & analytics platforms

Feed pricing and quote data into analytics systems for insights and optimization.

Monoceptr dashboard showing Insurance project settings with project name Mozart Insurance and URL mozart-insurance, branding logo upload options, favicon upload, and Audit Logs panel with filtered log entries and user actions.
Why Aggregator Pro?

Control Pricing. Ensure Accuracy. Eliminate Leakage.

Rules-driven pricing control

No manual guesswork - pricing logic is configured, not improvised

No-code rate configuration

Slab and formula logic

Effective-date management

Structured UW governance

Every intervention is tracked, approved, and accountable

Authority-bound overrides

Mandatory reason capture

Multi-level approval
workflows

Real-time business visibility

Dashboards built for pricing, performance, and pipeline decisions

Quote status monitoring

Discount and loading trends

Agent and channel analytics

Clear quick answers

Get answers to Common Questions

Find solutions to frequently asked questions regarding
Mozart Quote Pro

Can pricing rules and rate tables be updated without IT involvement?

Yes. Quote Pro supports no-code and low-code configuration of rates, formulas, and pricing rules, allowing business teams to implement rate changes independently and without heavy IT dependency.

How does the platform support channel-wise or partner-specific pricing rules?

Quote Pro supports channel-wise and partner-specific pricing configurations, allowing distinct rate structures and discount authorities to be maintained independently for each channel or partner.

What happens when a quote requires an exception beyond standard pricing limits?

Quotes that breach defined discount or loading thresholds are automatically routed through configurable approval workflows, with mandatory reason capture and a complete decision audit trail maintained throughout.

Can multiple versions of a quote be maintained for the same customer or opportunity?

Yes. Quote Pro allows multiple versions of a quote to be created and managed simultaneously, with automatic version generation triggered by rate changes, UW modifications, or discount adjustments - and comparison tools to review differences across versions.

How does the platform support audit and compliance requirements?

Every change to inputs, pricing rules, covers, and UW interventions is tracked with version history and reason codes, ensuring all quotation activity is fully traceable and audit-ready.