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
Click here to watch the full webinar. #
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.
Practical advice for insurance executives on where to start: from governance ownership and employee adoption to vendor selection criteria for production-ready agentic AI
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Coby CohenTechnical Product Manager, Equisoft
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Steven Leigh
Senior Product Owner, Equisoft
A conversation with two Equisoft product leaders on how agentic AI is moving from pilot to production in underwriting, case management, and analytics
According to Gen Re's 2025 Individual Life Next Gen Underwriting Survey, only 59% of individual life applications qualify for an accelerated underwriting path today, and carriers with accelerated workflows still see only a 19-business-day improvement in time to decision over traditional full underwriting. Despite decades of transformational investment, most insurers are still operating a rules-based model that has reached its ceiling.
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?
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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
