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Data Intelligence Platform
Data Intelligence Platform
Data Intelligence Platform

The operating system for modern insurance distribution

The operating system for modern insurance distribution

Pathwork builds software tools for life and health insurance distribution that couldn’t have existed—or thrived—before AI.

Pathwork builds software tools for life and health insurance distribution that couldn’t have existed—or thrived—before AI.
Book a Demo
Book a Demo
Book a Demo

From data to action

Our platform combines structured data, predictive logic, and smart automation into one system—built to power complex insurance workflows from intake to placement.

Workflow Automation
Predictive Logic
Structured Data
Structured Data

One structured system, purpose-built for insurance

Turn raw case data into ready-to-use insight

Insurance data is messy—spanning multiple carriers, formats, and teams. Pathwork consolidates and organizes that complexity at the core.

Insurance data is messy—spanning multiple carriers, formats, and teams.
Pathwork consolidates and organizes that complexity at the core.

Structured data from PDFs, emails, and carrier rules

Searchable, centralized repository for every case

Synced across intake, underwriting, and placement

Tobacco Status

Non-smoker

Favorable Rating

Table 2

Conservative Rating

Table 6

Tobacco Status

Non-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

Smokeless tobacco use

6 pouches / day

Predictive Logic

Predictive AI that thinks like an underwriter

Access real-time logic, built on real carrier rules

Pathwork’s predictive layer matches case details to carrier-specific logic—surfacing red flags, identifying fit, and accelerating the path to the right offer.

Embedded rule mapping and decision logic

Automatic risk detection and routing

Trained on thousands of real-world cases

Workflow Automation

Generative AI that acts with context

Automate what slows you down

Our generative systems handle the work that takes time but doesn’t need human nuance. This means fewer bottlenecks and more bandwidth for high-leverage work.

APS summarization with structured outputs

Smart templates and response automation

Human review and approval workflows built in

A product suite for the future of distribution

For Brokers

Case Underwriter

Case Underwriter

Explore
Explore
Explore
For Brokers

Knowledge Assistant

Knowledge Assistant

Explore
Explore
Explore
For Carriers

Pre-App Manager

Pre-App Manager

Explore
Explore
Explore

“Highland chose Pathwork for their deep understanding of our world and the challenges we face, which shows in the precision and usability of their products. They’re running the most modern tech stack we’ve seen in this space, and they combine that innovation with the security and compliance our regulated industry demands.”

“Highland chose Pathwork for their deep understanding of our world and the challenges we face, which shows in the precision and usability of their products. They’re running the most modern tech stack we’ve seen in this space, and they combine that innovation with the security and compliance our regulated industry demands.”

Adnan Raja
SVP of Digital Transformation at Highland Capital Brokerage (a division of Osaic)

Adnan Raja
SVP of Digital Transformation at Highland Capital Brokerage (a division of Osaic)

Adnan Raja
SVP of Digital Transformation at Highland Capital Brokerage (a division of Osaic)

Purpose Built

Built for insurance.
Not adapted to it.

Most AI tools are retrofitted for insurance. Pathwork is built from the ground up by people who know how distribution actually works.

Most AI tools are retrofitted for insurance. Pathwork is built from the ground up by people who know how distribution actually works.

Trained on underwriting data, carrier docs, and structured APSs
Trained on underwriting data, carrier docs, and structured APSs
Designed around the actual steps agents, underwriters, and ops teams take
Designed around the actual steps agents, underwriters, and ops teams take
Continuously refined based on real usage, not generic internet data
Continuously refined based on real usage, not generic internet data
Usage Feedback
Workflows Logic
Proprietary Data
Customer Partitioned Data
Public Data

Choose the interface that fits your workflow

5 Min Setup

Pathwork Web Application

Simple, user-friendly interface to manage and track cases
Simple, user-friendly interface to manage and track cases
Simple, user-friendly interface to manage and track cases
Unique logins for every user with role-based access controls
Unique logins for every user with role-based access controls

Custom Integrations

API Access

Secure, REST-based API designed for easy integration
Secure, REST-based API designed for easy integration
Secure, REST-based API designed for easy integration
Embed Pathwork into your own agent portal to differentiate your offering and drive adoption
Embed Pathwork into your own agent portal to differentiate your offering and drive adoption

Built with and for insurance experts.

Built with and for insurance experts.

See it for yourself – book a demo today.

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