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Case Underwriter
Case Underwriter
Case Underwriter

Built for brokers looking for an edge

AI-powered underwriting that helps you qualify faster—and get it right the first time. More speed, fewer errors, better offers.
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Book a Demo
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Chosen by teams who don’t like to wait
Chosen by teams who don’t like to wait
Chosen by teams who don’t like to wait

From weeks to minutes: a new path to placement

Old-school underwriting eats up your time—and your pipeline. Chasing documents, qualifying cases, and hunting for the right answers leads to cold prospects, stalled cases, and missed goals.

Explore Case Underwriter
Explore Case Underwriter
Explore Case Underwriter

Pathwork provides modern brokers with intelligent underwriting

Pathwork provides modern brokers with intelligent underwriting

  • Faster quoting & placement

    Cut out carrier back-and-forth, juggle more cases with less effort, and give your team time back to drive revenue.
    “Training time for agents has decreased, allowing them to start quoting customers quicker and with greater confidence... eliminating the need to contact underwriters.”

    Michelle Zieba
    Vice President of Sales at Life Quotes

  • Higher placement rates

    Win stronger offers—even on tough cases—by crafting better narratives and reducing manual review errors.
    “With Pathwork, we can say ‘yes’ to more cases. We tell our customers, ‘Let us look at every case you have—don’t assume it’s an automatic decline.’”

    Addison Rosenbluth
    Vice President at MERIT Insurance Services

  • Fewer errors, fewer drop-offs

    Eliminate the mistakes that stall cases and reduce placement—so your team spends less time reworking and more time winning.
    "Pathwork catches what I’d spend hours trying to find—and it gets it right."
    John Voelker
    Founder of Voelker Underwriting Services

  • A better experience for everyone

    Ditch the pre-qual grunt work, respond to clients with clarity, and create space for more strategic conversations.
    “We’ve shaved days off pre-qual, which helps us stay top-of-mind with producers. Now, we help them position solutions and move cases to ‘yes’, rather than just chasing down eligibility.”
    Michelle Domino
    VP of Brokerage Operations at NFP

  • Faster quoting & placement

    Cut out carrier back-and-forth, juggle more cases with less effort, and give your team time back to drive revenue.
    “Training time for agents has decreased, allowing them to start quoting customers quicker and with greater confidence... eliminating the need to contact underwriters.”

    Michelle Zieba
    Vice President of Sales at Life Quotes

  • Higher placement rates

    Win stronger offers—even on tough cases—by crafting better narratives and reducing manual review errors.
    “With Pathwork, we can say ‘yes’ to more cases. We tell our customers, ‘Let us look at every case you have—don’t assume it’s an automatic decline.’”

    Addison Rosenbluth
    Vice President at MERIT Insurance Services

  • Fewer errors, fewer drop-offs

    Eliminate the mistakes that stall cases and reduce placement—so your team spends less time reworking and more time winning.
    "Pathwork catches what I’d spend hours trying to find—and it gets it right."
    John Voelker
    Founder of Voelker Underwriting Services

  • A better experience for everyone

    Ditch the pre-qual grunt work, respond to clients with clarity, and create space for more strategic conversations.
    “We’ve shaved days off pre-qual, which helps us stay top-of-mind with producers. Now, we help them position solutions and move cases to ‘yes’, rather than just chasing down eligibility.”
    Michelle Domino
    VP of Brokerage Operations at NFP

  • Faster quoting & placement

    Cut out carrier back-and-forth, juggle more cases with less effort, and give your team time back to drive revenue.
    “Training time for agents has decreased, allowing them to start quoting customers quicker and with greater confidence... eliminating the need to contact underwriters.”

    Michelle Zieba
    Vice President of Sales at Life Quotes

  • Higher placement rates

    Win stronger offers—even on tough cases—by crafting better narratives and reducing manual review errors.
    “With Pathwork, we can say ‘yes’ to more cases. We tell our customers, ‘Let us look at every case you have—don’t assume it’s an automatic decline.’”
    Addison Rosenbluth
    Vice President at MERIT Insurance Services

  • Fewer errors, fewer drop-offs

    Eliminate the mistakes that stall cases and reduce placement—so your team spends less time reworking and more time winning.
    "Pathwork catches what I’d spend hours trying to find—and it gets it right."
    John Voelker
    Founder of Voelker Underwriting Services

  • A better experience for everyone

    Ditch the pre-qual grunt work, respond to clients with clarity, and create space for more strategic conversations.
    “We’ve shaved days off pre-qual, which helps us stay top-of-mind with producers. Now, we help them position solutions and move cases to ‘yes’, rather than just chasing down eligibility.”
    Michelle Domino
    VP of Brokerage Operations at NFP

Stop waiting and guessing on underwriting

Real-time underwriting guidance that helps brokers service faster, earn better offers, and close more cases—with a smoother, smarter experience at every step.

Capture

Capture

Assess

Assess

Prequalify

Prequalify

Place

Place

Smith, James – Patient Review.pdf

Smith, James – Admittance History.pdf

Smith, James – 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.

Capture

Intake made easy

Easy to use, intelligent interface for brokers to begin the underwriting process pulling together intake data as well as formal health records into a single place.

Assess

Underwriter insight, on tap

Comprehensive risk assessment based on proprietary data as well as all publicly available info to deliver the most competitive option across all major carriers.

Shows predicted ratings across carriers
Shows predicted ratings across carriers
Shows predicted ratings across carriers
Breaks down risk factors and comorbidities with clear impact on overall offer
Summarizes APS records with source page references and AI-powered document chat

Risk Class Estimate

Table 2 to Decline

Most likely qualifies for Table 4–6

Most Impactful Attributes

  • Established atherosclerosis of the aorta (cardiovascular disease)

  • Severe, untreated hyperlipidemia

APS Document Analysis

Prequalify

Tobacco Status

Non-smoker

Favorable Rating

Table 2

Conservative Rating

Table 6

Tobacco Status

Smoker

Favorable Rating

Table 4

Conservative Rating

Table 8

Tobacco Status

Smoker

Favorable Rating

Table 6

Conservative Rating

Table 9

Tobacco Status

Smoker

Favorable Rating

Table 6

Conservative Rating

Table 8

Prequalify

Shop carriers, all in one place

Draft, send, and manage all carrier pre-qualification requests in one place and lock in an offer directly within the Pathwork platform.

Place

Polished, packaged, and ready to go

Draft an underwriter-ready cover letter optimized to ensure carriers have the necessary context for each case and to help clients help achieve the best offer possible.

“Pathwork empowers us to negotiate with more confidence and deliver better outcomes. Ironically, its AI technology makes the underwriting process more human.”

“Pathwork empowers us to negotiate with more confidence and deliver better outcomes. Ironically, its AI technology makes the underwriting process more human.”

“Pathwork empowers us to negotiate with more confidence and deliver better outcomes. Ironically, its AI technology makes the underwriting process more human.”

Yoel Bodek
CEO of Brokers Central

See Case Study
See Case Study
See Case Study

Ready to supercharge your sales?

Ready to supercharge your sales?

Ready to supercharge your sales?

Stop waiting and guessing on underwriting.

Book a Demo
Book a Demo
Book a Demo

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.

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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.

Resources

LinkedIn
Resources
Contact Us

Legal

Privacy Policy
Terms of Service