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Wizard Analytics

Excel-native data scrubbing and workflow automation tools for property and casualty underwriters

Data & Analytics Startup Bootstrapped
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Overview

Wizard Analytics is a data analytics and workflow automation solutions provider for property and casualty (P&C) underwriters, with a focus on commercial and specialty/E&S lines. The company targets insurance professionals who handle complex submissions, particularly those dealing with Statements of Values (SOVs) and bordereaux data. Founded in December 2021 and headquartered in Alpharetta, Georgia, Wizard Analytics builds tools that convert raw submission data into structured, modeling-ready formats.

The company delivers its solutions as Excel-native add-ins, integrating directly into the spreadsheet workflows that underwriters already use. Rather than replacing existing tools with opaque automation, Wizard Analytics emphasizes transparency and user control -- underwriters review and approve data transformations rather than accepting black-box output. Core integrations include Guidewire, Google Maps, and Smarty for geocoding and address validation.

Wizard Analytics operates as a bootstrapped company with approximately 13 employees. The firm gained recognition in 2023 by winning the Audience Choice Award at the WSIA InsurTech Pitch competition and by joining Guidewire's Insurtech Vanguards program, an initiative that connects P&C insurers with emerging insurtech vendors.

Products & Services

SOV Wizard

SOV Wizard is an Excel-native Statement of Value scrubbing tool that combines machine learning and AI to clean and validate property submission data directly within Microsoft Excel. The tool reduces the typical 3-5 business day SOV cleaning process to a matter of seconds.

Key Features

  • One-click data validation with transparent field mappings
  • Built-in visualizations for data quality assessment
  • CAT-ready output without leaving Excel
  • Geocoding via Google Maps and Smarty integrations
  • Compatible with major catastrophe modeling platforms

Target Users: P&C underwriters and CAT modelers handling property submissions

Bordereaux Wizard

Bordereaux Wizard streamlines the processing and ingestion of bordereaux data, enabling structured management of complex insurance submission portfolios.

Key Features

  • Automated bordereaux data processing
  • Structured data output for downstream modeling
  • Integration with existing underwriting workflows

Target Users: MGA and wholesale market participants managing bordereaux submissions

Underwriting Workflow Services

Beyond the core software products, Wizard Analytics offers professional services across four areas: data transformation, catastrophe modeling support, underwriting workflow automation, and rater modernization (migrating legacy Excel-based raters to web environments).

Key Features

  • Hands-on CAT modeling with file preparation and controlled assumptions
  • Intake, triage, and exposure review automation
  • Legacy Excel rater migration to web environments

Target Users: Insurers and MGAs seeking to modernize underwriting operations

At a Glance

Founded
2021
Headquarters
Alpharetta, Georgia
Employees
11-50
Funding
Bootstrapped

Category & Focus

Category
Data & Analytics
Subcategories
Data Transformation Underwriting Workflow Automation Catastrophe Modeling Support
Insurance Verticals
P&C Commercial Specialty/E&S
Target Customers
Carriers, MGAs/MGUs, Brokers

Customers

  • Palomar Insurance
  • Guidewire (Insurtech Vanguards program)

Links

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Last updated: 2026-05-18