# ThreadWise

> Insurance automation that actually delivers\.

## At a glance

| Field | Value |
| --- | --- |
| Category | AI & Automation |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | Denver, CO |
| Founded | 2025 |
| Stage | Startup |
| Employees | 1-10 |
| Funding | Seed |

## Overview

ThreadWise is an insurance automation platform that reduces the administrative burden for insurance brokers and professionals so they can focus on advising clients. The platform intercepts email requests into a prioritized feed, drafts contextually aware responses, and generates insurance forms in moments.

Founded in 2025 by Brennan Batalla and Liam Harreys, ThreadWise is headquartered in Denver, Colorado with roots in Washington, DC. The company has raised $577K in seed funding from Focal and SaaS Ventures. ThreadWise aims to help brokers reclaim up to 8 hours per week and grow account capacity by 20% per broker while eliminating re-keying errors.

## Products & services

### Inbox Triage \(Intercept\)

AI-powered email interception that identifies the intent of incoming messages, whether a vehicle change, certificate of insurance request, or evidence of insurance, and captures the relevant data automatically.

**Key features:**

- Insurance\-specific email categorization
- Intent detection for common broker requests
- Prioritized task feed from email

*Target users:* Insurance brokers, account managers

### Team Task Feed \(Organize\)

Organized workflow management that transforms email chaos into structured, prioritized tasks for the brokerage team.

**Key features:**

- Prioritized task queue from incoming emails
- Team\-wide visibility into workload
- Strategic validation before dispatch

*Target users:* Brokerage teams, operations managers

### Instant Prep \(Execute\)

Automated form preparation and response drafting that pre-fills insurance documents and stages responses for broker review.

**Key features:**

- Automated ACORD form generation
- Certificate of Insurance processing
- Insurance document pre\-filling
- One\-click response dispatch with AMS sync

*Target users:* Insurance brokers, CSRs

### AI Agents

Specialized AI agents trained on insurance workflows for specific tasks. **Submission Agent:**

**Key features:**

- Extracts data from email threads and attachments
- Auto\-builds schedules of values \(SOVs\) and pre\-fills ACORDs
- Tailors applications to marketing goals
- Proactively identifies upcoming renewals and pre\-stages workload
- Summarizes account history and flags remarketing needs
- Identifies gaps and pre\-fills renewal reports
- Audits carrier documents as they arrive
- Verifies policy accuracy against original requests
- Updates AMS without manual entry
- Tailored to brokerage\-specific workflows and niches
- Integrates with existing tech stack
- Trained to match advisory style and tone

*Target users:* Insurance brokers, brokerage operations

## Category & focus

- Subcategories: Workflow Automation, Document Management, Email AI
- Insurance verticals: P&C Commercial
- Target customers: Brokers, Agents/Agencies

## Notable customers

- \[Unknown\]

## Links

- Website: <https://threadwise.ai>
- Directory profile: <https://insurtechlist.com/companies/threadwise/>
- Blog: <https://threadwise.ai/blog>
- Press: <https://threadwise.ai/press>
- Status: <https://threadwise.statuspage.io/>
- Careers: <https://threadwise.ai/careers>
- Linkedin: <https://www.linkedin.com/company/threadwise-ai>
- Ai agents: <https://threadwise.ai/ai-agents>
- Solutions: <https://threadwise.ai/solutions>
- Trust center: <https://app.vanta.com/threadwise.ai/trust/a2dwg3qeka8548rmtnulb>
- Documentation: <https://threadwise.ai/documentation>

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*Last updated: 2026\-03\-25*