For consultants

Offer your clients a pricing platform of your own

Run Ptally under your brand. Our AI consultants help your team build and maintain models faster, and we build custom MCP servers that put your models inside your clients' AI tools.

Become a partnerHow it works
White label

Your brand, our rating engine

Give every client a live rating engine, a test suite and an audit trail without building or running a platform. They see your firm. We run the engine underneath.

Your brand
Your name on the platform
Your clients sign in to a dashboard on your domain, with your logo, colours and emails. Ptally stays in the background.
Your clients
One workspace per client
Each client gets its own users, API keys, models, quote history and audit trail. Your team works across all of them from one login.
Your commercials
You set the price
We charge you at partner rates. You decide how to charge your clients, whether that's a project fee, a retainer or a share of premium.
Your hosting
Our cloud or theirs
Run on Ptally's managed cloud, or self-host the engine in your own cloud or your client's when their data has to stay in-house.
AI consultants

More clients, without more headcount

Our AI consultants work alongside your team. They do the slow work of turning documents into models and tests. Your people decide what goes live.

01 · Draft
Documents in, model out
Give our AI consultants a rating guide, an Excel rater or a US filing. They draft the rates, rules, lookups and a regression test suite in Ptally's readable JSON format.
02 · Review
Your experts stay in charge
Every change lands as a draft with its tests already run. Your actuaries check the trace, approve it and publish. AI never publishes on its own.
03 · Maintain
Rate changes in hours
New territories, tax changes and rate refreshes are drafted, tested and handed back for sign-off. One senior consultant can look after many more clients.
Custom AI client integrations

Your models, inside your clients' AI tools

We build and host custom MCP servers for your practice, so your clients can quote and query their models from the AI tools they already use.

Your clients connect once
{
  "mcpServers": {
    "acme-pricing": {
      "url": "https://mcp.acme-consulting.com"
    }
  }
}
And get tools built for their products
{
  "name": "quote_fleet_policy",
  "description": "Price a commercial fleet policy for Northwind MGA",
  "inputSchema": {
    "type": "object",
    "properties": {
      "vehicle_count": { "type": "integer" },
      "telematics": { "type": "boolean" },
      "region": { "type": "string" }
    }
  }
}
Your MCP server
Branded and hosted for you

Your own MCP endpoint on your domain, signed in with your clients' Ptally accounts. It works in Claude, ChatGPT, Cursor, Copilot and any other MCP client.

Product tools
Tools shaped to each client

Instead of generic API calls, each client gets tools named after their products, with plain-language fields, so underwriters and brokers can quote in a chat.

Connected systems
Joined up with the rest

We can wire the server into your client's policy admin, CRM or data sources, so an agent can look up a risk, price it and record the quote in one conversation.

Bring Ptally to your clients

Tell us about your practice and the clients you price for. We'll show you how a partnership would work.

Talk to our team