NEW FOR BROKERS

Industry-Leading Medical Data, Only in Pathwork

Industry-Leading Medical Data, Only in Pathwork

The leading Rx and medical claims data in life insurance — now available to brokers in Pathwork. Order on demand. Get the report in seconds.

The most trusted underwriting dataset. Now in brokers' hands.

The most trusted underwriting dataset.
Now in brokers' hands.

For the first time, brokers can access the prescription and medical claims data life insurance underwriters have trusted for more than 20 years — directly in Pathwork. Until now, brokers have had two options: build a case on self-reported health data and risk unexpected declines, or wait weeks for physical records and lose momentum. Pathwork closes that gap.

“This will prove to be a game changer for the distribution space. The ability to pull prescription and claims data allows for the proper front-end field underwriting to take place.”

Cody Socher
VP, Head of Underwriting Advocacy, M Financial

“Before we had access to this data through Pathwork, building a case was less predictable. We were often relying on incomplete client-reported information and resetting expectations after the fact. Now we can make a much more informed underwriting call up front.”

Shawn Whittington
Chief Underwriter and Agent Advocate, Jetter

Get the full medical picture in seconds,
before you submit a case.

Get the full medical picture in seconds, before you submit a case.

Get the full medical picture in seconds, before you submit a case.

Fewer last-minute surprises

You're working from a comprehensive view of the applicant's medical history, so you can match applicants to the right product the first time and avoid declines, postpones, and abandons.

No more waiting weeks

Once the authorization is signed, the report comes back in seconds — not the days or weeks an APS takes. Faster cycle time means more cases placed, without adding headcount.

AI analysis on every report

The underlying reports are robust. We show you what matters for underwriting.

Compliance covered

HIPAA form, signature workflow, security — Pathwork handles it, so you don't have to.

Faster answers. Fewer surprises.

Faster answers.
Fewer surprises

90%


90%

fewer APS orders

fewer APS orders

55%

faster turn times

faster turn times

80%+

medical claims hit rate

medical claims hit rate

Outcome stats from industry studies on the underlying dataset.

Outcome stats from industry studies on the underlying dataset.

Order a report in 3 steps.

1

Create an
order

Start an order directly inside Pathwork.

2

Complete the
HIPAA authorization

Use Pathwork's modern e-signature workflow or upload wet-signed forms for review. 

3

Get the data
in Pathwork

Download the report or add the data to an in-progress case.

Built for sensitive health data. 

We built the compliance infrastructure that makes broker access to this data possible.

  • HIPAA-compliant

  • SOC 2 Type II certified

The full report, analyzed for underwriting.

Get a clear timeline of the applicant's prescription history, medical claims, and diagnoses. Our AI summary highlights the parts that matter for underwriting, so you don't have to read a 40-page report to make a decision.

FAQs

FAQs

What's in the report?

What's in the report?

Where does the data come from?

Where does the data come from?

How fast does the data come back?

How fast does the data come back?

Does this replace attending physician statements (APS)?

Does this replace attending physician statements (APS)?

Is my client's data secure?

Is my client's data secure?

Do I have to be a Pathwork customer to order?

Do I have to be a Pathwork customer to order?

Can I try Pathwork before committing to an annual subscription?

Can I try Pathwork before committing to an annual subscription?

How is it priced?

How is it priced?

Underwrite with evidence,
not questionnaires.

Underwrite with evidence, not questionnaires.

The industry's leading medical data is finally available to brokers. Put it to work on your next case.

Pathwork is the AI platform purpose-built for the distribution side of life & health insurance, transforming how policies are sold, placed, and retained.

© 2026 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.

© 2026 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.