Close more
insurance sales, faster
Pathwork applies AI to life & health sales workflows to stop mistakes in real-time, speed up underwriting, and retain more clients for agencies, BGAs, and carriers.
OUR SOLUTIONS
Insurance sales on easy mode
AI Commissions
Automation retrieves and intakes your statements, unifies the data, completes reconciliation, and identifies opportunities.
AI Underwriter
Supports the full underwriting journey from one-off questions and quick quotes to a full medical record review—just like a professional underwriter.
How our AI platform works
Embed
Use our stand-alone web application or our API to access our tools
AI Analysis
Our proprietary AI system replicates the work of an underwriter in seconds
Intake
Use natural language or document uploads to begin your case
Place & Manage
AI helps place the case and manages your ongoing commissions.
Leading life insurance agencies, BGAs,
and IMOs use Pathwork:
Customized to your unique sales environment
Retail Agencies
• Prevent mistakes with optimal carrier placement
• Reduced workload on leaders answering one-off questions
• Save money and time keeping track of your commissions
BGAs & IMOs
• Upgrade your underwriters’ speed & accuracy
• Provide a differentiated tool to recruit and retain agents
• Increase your placement rate
Insurance Carriers
• Rethink your quick quote and pre-qual processes
• Ensure your winning the business you desire
ITS TIME FOR A CHANGE
Let’s solve these inefficiencies together
~50%
the average placement rate of a life insurance case
40%
of cases applied at the wrong risk class or result in a decline
2-3+ hours
time spent manually reviewing & placing a life insurance case