07 / Pricing Wizard
Ten years
Period
Showing every quote since the wizard launched · Newest quote 30 Jul 2026
07Ten years · The old wizard's record

The old wizard priced 66,741 exhibits over ten years before stopping in April 2026.

It holds 1,120,870 product lines across 171,451 packages, and it is the only place any win or loss was ever recorded. Treat it as the volume history and the pre-2026 baseline, but read the outcome caveat below before quoting a win rate from it.

Exhibits priced
66,741
2015-04-15 to 2026-07-28
Product lines
1,120,870
Across 171,451 packages
Companies quoted
50,298
172 also appear in the new wizard
Busiest year
12,770
2025, against 8,615 in 2015
Exhibit 7.1

Volume grew steadily to 12,770 exhibits in 2025, then stopped as the new wizard took over.

WonPendingLostNo status recorded
010,00020,000201520162017201820192020202120222023202420252026
Source: ubs_pe_pricingexhibits by datecreated, excluding templates. Outcome bands stacked.
Exhibit 7.2

The handover took a single month, not a phased migration.

Old wizardNew wizard
01,0002,000Jul '25Aug '25Sep '25Oct '25Nov '25Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26
Source: legacy exhibits by datecreated against new wizard quotes by createdat. Both include templates and drafts.
Exhibit 7.3

Consumer membership and staffing led the legacy book, where vertical was recorded at all.

20,679TAGGED
  • Consumer Membership7,74037%
  • Staffing5,42726%
  • Healthcare3,47917%
  • Education2,44212%
  • Industrial Government1,5918%
Source: the vertical field joined to ubs_pe_verticaltype.
Exhibit 7.4

New-customer pricing dominated the legacy book.

20,679TAGGED
  • New14,11068%
  • Existing5,89629%
  • Franchise6173%
  • Partnership560%
Source: the customertype field joined to ubs_pe_customertype.

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