Life insurers with accelerated underwriting workflows are seeing a 19-business-day improvement in time to decision, according to a 2025 industry underwriting survey. #
“This is not an if; this is a when, because the amount of power that AI has to actually deliver 10x improvements in underwriting is very real.”
— Steven Leigh, Senior Product Owner, Equisoft
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In this session, Coby Cohen (Technical Product Manager, Equisoft) and Steven Leigh (Senior Product Owner, Equisoft) unpack what changes when agentic AI — artificial intelligence (AI) systems that can independently plan and execute multi-step workflows — enters the picture. They walk through a live demo of an agentic workflow analyzing a new business application, discuss how Amplify Case Management routes work to humans only when a human decision is actually needed, and get into the governance question every insurer is asking: how do you keep humans meaningfully in the loop without turning them into rubber stamps?
▶ Click here to watch the full webinar. #
Our guest speakers
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Coby CohenTechnical Product Manager, Equisoft
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Steven Leigh
Senior Product Owner, Equisoft
Session agenda #
- Why decades of rules-based automation have hit a ceiling in underwriting, and why agentic AI changes the calculus
- What breaks down when insurers try to automate complex workflows, and the "rubber-stamp vs. redo everything" trap in human review
- Live demo: how an agentic workflow analyzes a new business application, orders requirements, and prepares a case for underwriting decision
- How Amplify Case Management brings information to the decision-maker and routes tasks only when a human action is needed
- Embedding analytics directly into the workflow, and what that changes for operations teams day to day
- Governance and human-in-the-loop design: three automation modes, audit trails, and reconstructing a decision for regulators
- What's next: the AI workflow manager role, Model Context Protocol (MCP), and where a skeptical, resource-constrained team should start
What you'll learn #
- Why the old model persists. The business case for change is real, but institutional momentum and the limits of rules-based systems have kept most insurers on legacy underwriting workflows.
- Where automation breaks down. Edge cases and an undefined human role are the two places automation projects most often stall.
- How a live agentic workflow works, end to end. See an application move from intake through data validation, risk assessment, and requirement ordering, fully documented for the underwriter.
- How case management keeps humans focused on judgment, not busywork. Amplify Case Management routes tasks to the right person only when a decision actually requires a human.
- How embedded analytics changes day-to-day decisions. Metrics like AI agent performance, workflow cost, and incident flags live inside the workflow, not in a separate report.
- How to govern AI without slowing it down. Three dialable automation modes and full audit trails give carriers a fail-safe way to scale AI autonomy.
- Where to start if your board wants results this year. Practical guidance for selecting a low-risk, high-value use case and building trust in the AI-human handoff.
About our expert speakers #
Coby Cohen, Technical Product Manager, Equisoft #
“A human always needs to be in the loop. We need to make sure the human has control over the AI, and not the other way around.”
Coby Cohen is a Technical Product Manager at Equisoft, where he works on the agentic AI workflows powering case management, underwriting, and analytics for life insurance companies.
Steven Leigh, Senior Product Owner, Equisoft #
“The amount of power AI has to deliver real improvements in underwriting is very real. This isn't an if, it's a when.”
Steven Leigh is a Senior Product Owner at Equisoft, focused on how AI agents and human decision-makers work together in underwriting and case management, and what it takes to get that handoff right.
Deepen your knowledge: agentic AI in life insurance #
- Agentic AI for Insurance Automation | Equisoft/amplify: An overview of how insurance-trained AI agents autonomously execute workflows across underwriting, claims, and new business.
- Agentic AI in Life Insurance: From Assistant to Autonomous Decision-Maker: Why 2026 is shaping up to be the year agentic AI moves from pilot projects into production across the industry.
- The Impact of AI in Insurance: From LLMs to Agentic Workflows: A look at how insurers are layering agentic AI onto existing policy administration systems without a full core replacement.
- AI in Life Insurance: Executive Guide to Use Cases: A practical breakdown of where agentic AI delivers the highest ROI for life insurers, and how to implement it without disrupting in-force business.
- Insurer Use Case: Speed Up Underwriting Workflow with AI Task Management: How agentic AI automates the identification and tracking of pending underwriting requirements.
- All You Need to Know About AI-Enabled Insurance Platforms: A guide to where agentic AI delivers the highest ROI across underwriting, new business, claims, and customer engagement.
- The Role of Artificial Intelligence in Life Insurance: How machine learning, natural language processing, and agentic AI work together to transform underwriting.
