Case Study: Pathwork Helps Brokers Central Move Faster—with Underwriting That Feels More Human
For Brokers Central, Pathwork removes the busywork and delivers a complete, underwriter-ready story in minutes—helping agents move faster, communicate better, and deliver higher placement rates.
From Data Overload to One Powerful Story – In Under 5 Minutes
Underwriting often starts with a mountain of disjointed data—APS records, prescription histories, EHR files. Before Pathwork, Brokers Central relied on third-party services which took 2–4 days to comb through this information and craft a narrative.
Now, with Pathwork, that process takes less than five minutes.
Pathwork’s AI Underwriter ingests client records from multiple sources and automatically generates a polished, underwriter-ready summary and cover letter. More than just pulling data points, it weaves them into a story that’s easy for agents—and underwriters—to understand and act on.
According to Yoel Bodek, CEO of Brokers Central:
“We’ve used AI tools before, but they still required a lot of work to make sense of the output. Pathwork tells us exactly what we need to know—no deciphering required. We don’t have to build the story. The tool does that for us.”
Less Busywork, More Human Impact
By removing the manual legwork, Pathwork allows Brokers Central’s agents to spend less time scrolling through records and more time focusing on what really matters: advocating for their clients. The tool also surfaces often-missed favorable health details, enabling agents to make a stronger case for optimal underwriting.
With a clear, concise view of each case, agents can confidently push for better risk classes—and have more meaningful conversations with underwriters and clients alike.
Bodek explains:
“Pathwork empowers us to negotiate with more confidence and deliver better outcomes. Ironically, its AI technology makes the underwriting process more human.”
Key Features That Help Agents Win
Pathwork’s AI Underwriter equips agents to place more applications through tools designed for speed, clarity, and precision:
Instant Underwriting Answers: Ask any underwriting question and get an immediate, accurate response—no need to dig through carrier guidelines.
Best Carrier Match: Upload client data or medical records, and Pathwork identifies the ideal carrier.
Comorbidity Analysis: Understand how multiple conditions affect eligibility to ensure the client gets the best possible offer.
Carrier Comparison Summary: A clean, digestible overview to help agents explain options clearly to clients.
APS Summaries: Long medical files are distilled into a one-page summary tailored for underwriters—speeding submissions and improving risk class accuracy.
About Brokers Central
Brokers Central is an independent brokerage general agency offering life, disability, and long-term care insurance. Known for their hands-on approach, the team prides itself on delivering innovation, delivering deep underwriting expertise, and personal service to every client.
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