Lunch & Learn

May 19 @ 1PM ET

How to Elevate Your Field Underwriting:

What 100+ BGAs Know That You Should Too

What 100+ BGAs Know That You Should Too

We've worked with 100+ BGAs — from boutique firms to the country's biggest agencies — and seen firsthand what separates the fastest-moving teams from the ones still stuck in the same workflow. This session is where we share what we've learned: the best practices, shortcuts, and capabilities changing how top teams work.

From cutting APS review from 5 hours to 10 minutes to pulling medical data on demand — we'll show you what's actually moving the needle for brokers right now.

It's a casual session. Come with your questions or just come listen and enjoy a lunch break.

Here's what you'll learn how to do:

Cut a 5-hour APS review down to 10 minutes

Turn any "I got a guy" email into a carrier-ready quick quote in 4 clicks

Pull on-demand Milliman Intelliscript data inside Pathwork, so you have the full medical picture in just one minute

Turn declined and OTA cases into closed deals with a purpose-built workflow

Join the Lunch & Learn

Your Hosts

Brandon headshot

Brandon Murphy

Head of Revenue, Pathwork

Mark headshot

Mark George

Account Executive, Pathwork

  • Brandon headshot

    Brandon Murphy

    Head of Revenue, Pathwork

  • Mark headshot

    Mark George

    Account Executive, Pathwork

  • Brandon headshot

    Brandon Murphy

    Head of Revenue, Pathwork

  • Mark headshot

    Mark George

    Account Executive, Pathwork

Attend live and we'll enter you to win an iPad or AirPods - your pick!

Here's what we'll cover:

How top underwriters cut a 5-hour APS review to 10 minutes — and what they do with the time they get back.

Why modern brokers stopped sweating quick quote admin, turning any "I got a guy" email into a carrier-ready submission in 4 clicks.

How brokers using on-demand Milliman Intelliscript data — exclusive to Pathwork — are winning cases their competitors are still flying blind on.

How a new decline and OTA workflow is turning stalled-out cases into closed business.

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.