Pre-App Manager

Underwriting support without adding overhead

Underwriting support without adding overhead

Underwriting support without adding overhead

AI-powered submission inbox that instantly triages pre-app inquiries—so your team responds faster, quotes accurately, and places more cases.

Stop spending hours on basic triage

Carriers face a deluge of pre-application requests that require manual triage and long underwriting hours—putting pressure on your team and eroding broker engagement.

Automate early-stage work and focus your team where it matters most

Faster decisions, less manual work

Free up underwriters by automating early-stage triage and pre-application support.

Better broker experience

Deliver accurate, real-time responses that build trust and reduce friction.

Higher placement, lower drag

Guide brokers to the right fit faster—so more cases convert and fewer stall.

AI that thinks like an underwriter

AI that thinks like an underwriter

“Pathwork catches what I’d spend hours trying to find—and it gets it right.”

John Voelker
Founder of Voelker Underwriting Services

“Pathwork is a great partner to both carriers and agencies in the industry. Because of the great relationships they've developed, Pathwork understands how to align solutions with the way the industry actually works.”

Chris Klement
Underwriting at Mutual of Omaha

“Pathwork is taking a modern, thoughtful approach to pre-underwriting. They’re streamlining complex workflows without losing sight of the details that matter for an underwriter.”

Norman Seeman
VP New Business & Underwriting at LifeCare Assurance & National Guardian Life

Built to support the front lines of distribution.

Automatically respond to quick quotes, pre-quals, and informal inquiries

Automatically respond to quick quotes, pre-quals, and informal inquiries

Aligns with your underwriting rules and product eligibility

Designed for high volume, low-yield scenarios

Delivers responses with rationale—ready for advisor review

Close the loop. Improve the process.

Underwriters can review, edit, and improve AI-generated responses

Feedback is automatically integrated to enhance future accuracy

Every edit trains the system to get sharper over time

Distribution-ready. Carrier-grade.

Plug into existing inboxes and workflows

Fully compliant: SOC 2 Type II, HIPAA-compliant

Carrier-aligned response logic and redaction-ready formatting

Built for security, scale, and speed

Ready to support smarter distribution?

Ready to support smarter distribution?

Experience the next generation of insurance distribution.

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.

© 2025 Pathwork Longevity Inc.