Trial Manager
An AI-powered workspace that structures, prioritizes, and accelerates trial application review—so your underwriting team makes sharper decisions at scale.
Carriers receive a flood of trial and informal inquiries, each requiring review, triage, and a decision. With conversion rates between 2–10%, underwriters spend most of their time on cases that never place.
Every request, organized on arrival
Incoming trials are automatically ingested, structured, and ready for review. No digging through inboxes or spreadsheets.
Faster decisions, better offers
AI-assisted analysis surfaces medical, financial, and policy details so underwriters spend less time gathering and more time deciding.
Control who works what
Assign and route cases with configurable workflows so the right people are on the right work, every time.
Intelligent Case Workspace
Click into any trial and see everything in one place: policy details, medical history, financials, and underwriting notes. No tab-switching, no re-keying.
AI Medical Data Review
Connect to Pathwork's AI-powered medical evidence summarization. Review, interact with, and interrogate medical data in a dynamic workspace, not a static PDF.
Workflow Orchestration
Build task-based workflows that route responsibilities across your team. Define who owns what at each stage so nothing stalls or gets missed.
Market Pulse
See anonymized offer data from competing carriers, giving your underwriters real market context to craft sharper, more competitive offers.
