AI FOR LIFE INSURANCE DISTRIBUTION

Close more life
insurance sales, faster

Pathwork applies AI to conversations and workflows to stop mistakes in real-time, speed up underwriting, and retain more clients for life agencies, BGAs, and captive carriers.

Convert more
& spend less time per sale

Underwrite >10x faster with
AI intelligence

Use AI to reconcile commissions driving retention and upsell

OUR SOLUTIONS

Life insurance sales on easy mode

AI Sales Copilot

Conversational AI works alongside agents to guide the sale and speed up their work.

AI Commissions

Automation intakes your statements, unifies data, and identifies opportunities.

AI Underwriter

GenAI supports the full underwriting journey from quote to record review.

How our AI platform works

Capture

We embed seamlessly into your workflows and conversations.

Analyze

We transcribe the conversation, analyze it, and automate follow-up actions.

Guide

Insurance specific algorithms advise on objections, underwriting, and how to close.

Place & Manage

AI helps close the case and manages your ongoing commissions.

Leading life insurance agencies, BGAs,
and IMOs use Pathwork:

Customized to your unique sales environment

Virtual Sales

• Prevent mistakes with real-time feedback

• More efficient workflows with speech-to-text pre-fill

• Instant follow-up with AI-drafted summaries & emails

Field Sales

• Get unprecedented visibility with conversation analysis

• Save time by reducing site visits

• Improve production by capturing how opportunities are missed

Underwriting at BGAs & Agencies

• Quote the optimal risk class with AI-powered logic

• Save hours per case by summarizing all documents instantly

• Improve your placement ratios with AI guided workflows

ITS TIME FOR A CHANGE

Agents aren’t setup for success

>80%

of life insurance agents quit in their first year

50-70%

gap in earnings for average agents vs. the top 10%

2-3+ hours

time spent manually reviewing & placing a life insurance case

Book a demo and discover the power of Pathwork