Lunch & Learn
May 19 @ 1PM ET
We've worked with 100+ BGAs 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 already changing how top teams work.
From cutting APS review from 5 hours to 10 minutes, to carrier-ready quick quotes in four clicks, to Milliman Intelliscript data on demand — there's a good chance some of what we show you will make you wonder why you weren't doing it sooner.
It's a casual session. Come with your questions or just come listen and enjoy a lunch break.
Here's what we'll cover:
How to review an APS with thousands of pages in 10 minutes flat — done before your next call, with the accuracy of a tenured underwriter
How to turn any "I got a guy" email into a carrier-ready quick quote in four clicks, and never manually chase a carrier response again
Three new Pathwork capabilities you won't find anywhere else: Milliman Intelliscript data on demand, trial packet management, and a purpose-built workflow for declined and OTA cases
Real results from brokers already on Pathwork — teams reviewing 3x as many cases a day and reclaiming 50%+ of their underwriting capacity
