Knowledge Assistant
Insurance-trained AI assistant that delivers instant, accurate answers on underwriting, product rules, and carrier guidelines—powered by real data, fine-tuned to your business, and designed to keep your pipeline moving.
Cut the friction between question and quote
If you're searching, you're not selling. When agents waste time hunting for guidelines or waiting on responses, they lose momentum—and delays kill deals.
Always-on insurance expertise for every conversation
Boost agent confidence and performance
New and experienced agents can sell smarter, ask better questions, and close more confidently.
Reduce compliance and application errors
Fewer NIGOs. Fewer declines. The AI guides agents to gather what underwriters need upfront.
Faster onboarding, without the growing pains
Let AI handle 80% of new agent questions – keeping onboarding smooth and your sales team moving.
Intelligence you can trust
AI trained on real carrier rules
Custom-tuned to your products
Trained on your guidelines, not generic internet info
Built to handle the exception, not just the rule
Feedback loop refines answers over time—gets smarter with every use
Easy to use, wherever your team works
Conversations search interface
Type your question like you're asking a teammate—no special terms, no training needed
Integrated into your systems
Accessible via Pathwork or embedded in your quoting/CMS tools
Question tracking & analytics
Insights into team knowledge gaps and most frequently asked topics
Michelle Zieba
Vice President of Sales at Life Quotes
