# Pathwork

> AI distribution platform for life and health insurance brokers and carriers

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | San Francisco, California |
| Founded | 2024 |
| Stage | Startup |
| Employees | 1-10 |
| Funding | Seed |

## Overview

Pathwork is a distribution technology platform for life and health insurance, serving brokers and carriers with AI-assisted underwriting and placement tools. The platform targets the workflow bottlenecks that occur between case origination and carrier submission, combining structured insurance data with AI models to streamline complex, manual steps in the distribution process.

The core product suite includes tools for case underwriting, pre-submission triage, knowledge retrieval, and medical data access. Products are delivered as SaaS and designed specifically for the complexities of life and health insurance rather than adapted from general-purpose AI frameworks. The company was founded in 2024 by Ian Levinsky and Blake Butterworth, both with backgrounds in insurance distribution.

Since its launch, Pathwork has supported more than 65 brokerages and carriers across the US and has analyzed over 10,000 cases. The company raised a USD 3.5M seed round in September 2025 from investors including Costanoa, Logos Fund, American Family Ventures, and Meridian Ventures.

## Products & services

### Case Underwriter

Automates analysis of unstructured case documents and converts them into carrier-ready submissions. Reduces manual review time and improves submission quality for brokers placing life and health cases.

**Key features:**

- Unstructured document parsing for case files
- Carrier\-ready submission formatting
- Reduction of manual data entry in underwriting workflows

*Target users:* Life insurance brokers and brokerage general agents \(BGAs\)

### Knowledge Assistant

Provides instant access to carrier underwriting guidelines and insurance product rules. Allows brokers to query policy rules and carrier requirements without manually searching through documentation.

**Key features:**

- AI\-powered question\-answering on underwriting rules
- Carrier guideline reference for brokers
- Instant retrieval of product eligibility criteria

*Target users:* Brokers, brokerage staff

### Pre\-App Manager \(PreQual Manager\)

Helps carriers triage pre-underwriting inquiries and evaluate incoming cases before a formal application is submitted. Streamlines early-stage case evaluation to reduce back-and-forth between brokers and carriers.

**Key features:**

- Pre\-application carrier inquiry routing
- Case eligibility triage before formal submission
- Structured intake for carrier pre\-underwriting teams

*Target users:* Carriers, MGAs

### Medical Data on Demand

Launched in June 2026, provides life insurance brokers with on-demand access to prescription and medical claims data used in modern underwriting. Allows brokers to review a client health history prior to carrier submission.

**Key features:**

- On\-demand prescription history lookup
- Medical claims data access for pre\-submission review
- Faster carrier placement decisions based on health data

*Target users:* Life insurance brokers

## Category & focus

- Subcategories: Underwriting & Risk, Document Management
- Insurance verticals: Life & Annuity, Health, Group Benefits
- Target customers: Brokers, Carriers, Agents/Agencies

## Notable customers

- Highland Capital Brokerage
- AIMCOR
- Hilb Group
- LifeQuotes
- NFP
- Merit Insurance
- Elevate Financial Partners
- The Chambers Agency
- Pickett Group, Inc\.

## Links

- Website: <https://pathwork.com>
- Directory profile: <https://insurtechlist.com/companies/pathwork/>
- About: <https://www.pathwork.com/about-us>
- Platform: <https://www.pathwork.com/platform>

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*Last updated: 2026\-06\-15*