Webinar

March 4 @ 11AM ET

The Fastest Way to Top Offers and More Closed Deals: AI Underwriting Demo for TMA Firms

The Fastest Way to Top Offers and More Closed Deals: AI Underwriting Demo for TMA Firms

Join us to see how TMA firms win top offers, rescue other-than-applieds, and flip declines — 15x faster.

If underwriting delays, long APS reviews, complex impairments, or adverse decisions are slowing placements, this session will show you a more efficient path forward.

See a live demo of Pathwork AI from intake to placement, and hear how Shawn Whittington, Chief Underwriter at Jetter, is using it to streamline decisions and capture more opportunities.

In this session, you'll learn how to:

Use AI to assess impairments and strengthen case positioning

Reduce APS review time from days to minutes and avoid preventable declines

Triage declines and other-than-applieds to flip outcomes with confidence

Access Pathwork with preferred TMA member pricing

Join the Webinar

Featured Speakers

  • Shawn headshot

    Shawn Whittington

    Chief Underwriter, Jetter

  • Shawn headshot

    Shawn Whittington

    Chief Underwriter, Jetter

  • Shawn headshot

    Shawn Whittington

    Chief Underwriter, Jetter

  • Ian Levinsky Headshot

    Ian Levinsky

    Co-founder & CEO, Pathwork

  • Ian Levinsky Headshot

    Ian Levinsky

    Co-founder & CEO, Pathwork

  • Ian Levinsky Headshot

    Ian Levinsky

    Co-founder & CEO, Pathwork

  • Brandon headshot

    Brandon Murphy

    Head of Revenue, Pathwork

  • Brandon headshot

    Brandon Murphy

    Head of Revenue, Pathwork

  • Brandon headshot

    Brandon Murphy

    Head of Revenue, Pathwork

  • Tim headshot

    Tim Klusas

    President & CEO, TMA

  • Tim headshot

    Tim Klusas

    President & CEO, TMA

  • Tim headshot

    Tim Klusas

    President & CEO, TMA

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.