ThreadWise — AI Operations for Insurance Brokers

What does ThreadWise do for insurance brokers?

ThreadWise is an AI workflow platform for insurance brokers that helps teams move work from email and documents into structured, reviewable workflows. It wraps around your existing systems so you get the benefits of AI while keeping your favorite tools. With our holistic approach, agency capacity and revenue increase, and your team handles higher-level work.

Which insurance workflows can ThreadWise automate?

ThreadWise supports insurance workflows across new business, renewals, servicing, and client delivery. Common use cases include submission intake automation, quote comparison, coverage review, proposal generation, renewal outreach, COI processing, endorsement handling, first notice of loss intake, and policy audit workflows.

Does ThreadWise replace AMS360 or Applied Epic?

No. ThreadWise is designed to work alongside broker systems such as AMS360 and Applied Epic, not replace them. It helps teams handle the operational work around submissions, documents, emails, reviews, and approvals, then pushes the right data and activity back into the system of record.

How does ThreadWise keep humans in the loop?

ThreadWise is built for human review and approval at meaningful decision points. Teams can review extracted fields, resolve conflicts, compare options, edit recommendations, and approve client-facing outputs before anything is sent or logged back to broker systems.

Is customer data used to train AI models?

No. ThreadWise does not use customer data to train its models or provider models. Customer environments are isolated, and data handling is designed for regulated brokerage work with audit trails, access controls, and human-approved outputs.