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