Insurance at the speed of life
Insurance at the speed of life
Insurance at the speed of life
Pathwork is the AI platform built for the distribution side of insurance, automating how life and health policies are sold, placed, and retained.
Pathwork is the AI platform built for the distribution side of insurance, automating how life and health policies are sold, placed, and retained.
Pathwork is the AI platform built for the distribution side of insurance, automating how life and health policies are sold, placed, and retained.
Chosen by teams shaping the future life and health insurance
Chosen by teams shaping the future life and health insurance
“As underwriters our biggest challenge is time. It takes time to dig into files, come up with solutions, and position cases to get the most competitive offers. With Pathwork’s AI, we get this time back.”
Lori-Anne Walker
Vice President and Chief Underwriter at Highland Capital Brokerage“If you’re looking for cutting-edge, tech-driven solutions for complex life insurance solutions & BGA operations, you need to call Pathwork. They will significantly accelerate your firm’s growth trajectory.”
Stephen J. Peterson
Founder & Principal of Elevate Financial Partners“Pathwork’s document analysis tool does a thorough job of analyzing medical records. In a 500-page record, Pathwork was able to find medical history that was only mentioned once – something I would have overlooked.”
Tony Amato
Lead Underwriter at Hilb Group“Pathwork has transformed our quick quote process by providing instant, professional summaries that help us efficiently assess each case. With Pathwork, we’re finding better offers faster. All in minutes, rather than hours.”
Garrett Chambers
President of the Dawn Chambers“Pathwork is now our go‑to underwriting tool. What once took days, checking carrier guides, medical histories, and complex case rules, now takes seconds. We’ve ditched the cheat sheets, cut hours of manual work each day, and deliver faster, more accurate recommendations to our advisors.”
Jeremy Pickett
Principal at Pickett Group, Inc.
“As underwriters our biggest challenge is time. It takes time to dig into files, come up with solutions, and position cases to get the most competitive offers. With Pathwork’s AI, we get this time back.”
Lori-Anne Walker
Vice President and Chief Underwriter at Highland Capital Brokerage“If you’re looking for cutting-edge, tech-driven solutions for complex life insurance solutions & BGA operations, you need to call Pathwork. They will significantly accelerate your firm’s growth trajectory.”
Stephen J. Peterson
Founder & Principal of Elevate Financial Partners“Pathwork’s document analysis tool does a thorough job of analyzing medical records. In a 500-page record, Pathwork was able to find medical history that was only mentioned once – something I would have overlooked.”
Tony Amato
Lead Underwriter at Hilb Group“Pathwork has transformed our quick quote process by providing instant, professional summaries that help us efficiently assess each case. With Pathwork, we’re finding better offers faster. All in minutes, rather than hours.”
Garrett Chambers
President of the Dawn Chambers“Pathwork is now our go‑to underwriting tool. What once took days, checking carrier guides, medical histories, and complex case rules, now takes seconds. We’ve ditched the cheat sheets, cut hours of manual work each day, and deliver faster, more accurate recommendations to our advisors.”
Jeremy Pickett
Principal at Pickett Group, Inc.
“As underwriters our biggest challenge is time. It takes time to dig into files, come up with solutions, and position cases to get the most competitive offers. With Pathwork’s AI, we get this time back.”
Lori-Anne Walker
Vice President and Chief Underwriter at Highland Capital Brokerage“If you’re looking for cutting-edge, tech-driven solutions for complex life insurance solutions & BGA operations, you need to call Pathwork. They will significantly accelerate your firm’s growth trajectory.”
Stephen J. Peterson
Founder & Principal of Elevate Financial Partners“Pathwork’s document analysis tool does a thorough job of analyzing medical records. In a 500-page record, Pathwork was able to find medical history that was only mentioned once – something I would have overlooked.”
Tony Amato
Lead Underwriter at Hilb Group“Pathwork has transformed our quick quote process by providing instant, professional summaries that help us efficiently assess each case. With Pathwork, we’re finding better offers faster. All in minutes, rather than hours.”
Garrett Chambers
President of the Dawn Chambers“Pathwork is now our go‑to underwriting tool. What once took days, checking carrier guides, medical histories, and complex case rules, now takes seconds. We’ve ditched the cheat sheets, cut hours of manual work each day, and deliver faster, more accurate recommendations to our advisors.”
Jeremy Pickett
Principal at Pickett Group, Inc.
Powering the journey from intake to decision
Powering the journey from intake to decision
Powering the journey from intake to decision
One seamless experience for brokers placing policies and carriers making the call.
One seamless experience for brokers placing policies and carriers making the call.
One seamless experience for brokers placing policies and carriers making the call.
1
Uncertainty
Instant clarity
Before a case is even opened, brokers need answers
What product fits? Which carrier takes this condition? What requirements should I prep for?
Knowledge Assistant gives brokers on-demand, expert answers so they show up prepared and confident, every time.
2
Intake chaos
Clean, confident submission
Once the client says “yes,” the paperwork flood begins
Unstructured PDFs, handwritten forms, missing context, and the pressure to move fast.
Case Underwriter turns the noise into a complete, carrier-ready case—prequalified, matched, and ready to place.
3
Manual review
Smart triage
Carriers face an onslaught of incoming cases—most messy, many incomplete
It’s a bottleneck that delays decisions and clogs pipelines.
Pre-App Manager gives carriers a head start—classifying risk, surfacing missing info, and routing each case with precision.
1
Uncertainty
Instant clarity
Before a case is even opened, brokers need answers
What product fits? Which carrier takes this condition? What requirements should I prep for?
Knowledge Assistant gives brokers on-demand, expert answers so they show up prepared and confident.
2
Intake chaos
Clean, confident submission
Once the client says “yes,” the paperwork flood begins
Unstructured PDFs, handwritten forms, missing context, and the pressure to move fast.
Case Underwriter turns noise into a complete, carrier-ready case. Prequalified, matched, ready to place.
Patient Review.pdf
Admittance History.pdf
Healthcare Analysis APS.pdf
James is a 42 year old male from New Jersey who doesn’t smoke. He is 5'7" and weighs 180 lbs.
Tobacco Status
Non-smoker
Favorable Rating
Table 2
Conservative Rating
Table 6
Tobacco Status
Non-smoker
Favorable Rating
Table 4
Conservative Rating
Table 8
Tobacco Status
Non-smoker
Favorable Rating
Table 6
Conservative Rating
Table 9
Tobacco Status
Non-smoker
Favorable Rating
Table 6
Conservative Rating
Table 8
3
Manual review
Smart triage
Carriers face an onslaught of incoming cases—most messy, many incomplete
It’s a bottleneck that delays decisions and clogs pipelines.
Pre-App Manager helps carriers classify risk, surface missing info, and route each case with precision.
Built for the people behind every policy
Insurance needs better tools. Because the stakes are too high, and the margins too thin, to settle for guesswork.
This isn’t just a task. It’s a moment to win trust, close business, and get it right. Pathwork gives brokers and carriers the clarity, speed, and confidence to perform at their best.
Agents & Brokers
Agents & Brokers
Agents & Brokers
For agents and brokers who want the edge, Pathwork delivers clarity, speed, and confidence, so every conversation becomes a closer.
Carriers
Carriers
Carriers
For carriers modernizing distribution, Pathwork helps your partners submit cleaner cases, reduce misclassification, and accelerate placement without disrupting operations.
Supporting products across life, health, and annuities
Term and Permanent Life
Individual Long Term Care
Linked Benefits
Short Term Care
Final Expense
Coming Soon!
Disability
Coming Soon!
Annuities
Coming Soon!
Medicare Supplement
Coming Soon!
Term and Permanent Life
Individual Long Term Care
Linked Benefits
Short Term Care
Final Expense
Coming Soon!
Disability
Coming Soon!
Annuities
Coming Soon!
Medicare Supplement
Coming Soon!
Discover the power of Pathwork.
Discover the power of Pathwork.
See it for yourself. Book a demo today.
Pathwork is the AI platform purpose-built for the distribution side of life & health insurance, transforming how policies are sold, placed, and retained.
© 2025 Pathwork Longevity Inc.
Pathwork is the AI platform purpose-built for the distribution side of life & health insurance, transforming how policies are sold, placed, and retained.
© 2025 Pathwork Longevity Inc.
Pathwork is the AI platform purpose-built for the distribution side of life & health insurance, transforming how policies are sold, placed, and retained.