AI Operations
for Insurance Brokers.

The operating layer between messy insurance inputs and confident human decisions. From prospect to bind, through client servicing, and the unexpected scenarios mid-term — all in one connected workflow.

Book a demo See the platform
SOC 2 Type II Dedicated customer environments Human-approved outputs
app.threadwise.ai / workspaces / acme-manufacturing-renewal

Acme Manufacturing Co. — Renewal Intake

Commercial Package / Eff. 03/15/2026 / Producer: J. Liu
3 issues Ready for review

Extracted from submission

Named Insured 98%
Acme Manufacturing Co., LLC
ACORD 125 · pg 1
FEIN 99%
47-2910041
ACORD 125 · pg 1
Primary Location conflict
221 Industrial Way, Bakersfield, CA
ACORD shows 223 · Loss runs show 221
Prior Carrier 96%
Hartford — Policy 42 CZ 391284
Loss runs 2024.pdf
Annual Revenue 94%
$28.4M · FY24
Supplemental.xlsx
Vehicle Schedule missing
4 of 11 units undetailed
VIN, year required for auto rating

Documents

EML
RE: Acme Renewal - Updated loss runs and building schedule
14:22 · J. Liu
PDF
ACORD 125 - Commercial Insurance Application (signed).pdf
2.1 MB
PDF
Hartford_Loss_Runs_2024_2025.pdf
1.8 MB
XLS
Acme_Building_Schedule_FY25.xlsx
142 KB
How it works

From inbox to proposal without manual entry.

ThreadWise is not a chatbot. It is a sequence of operational workspaces that carry work from an email thread to a signed proposal, with human review at every meaningful step.

01
Inbox
Ingest
Classify emails, thread submissions, split attachments.
3 emails · 7 attachments
02
Intake
Extract
Structure ACORDs, loss runs, supplementals. Flag gaps.
3 open issues
03
Compare
Evaluate
Normalize carrier quotes. Surface material differences.
3 carriers
04
Review
Defend
Tie coverage findings to policy text and business evidence.
5 findings
05
Proposal
Recommend
Draft a client-ready recommendation with evidence.
Draft ready
06
Deliver
Decide
Send, track engagement, log decisions back to AMS.
Human approved
Insurance workflows

Insurance workflows for brokers and agency operations teams.

ThreadWise supports insurance workflow automation across submission intake, quote comparison, coverage review, proposal generation, renewals, servicing, and COI processing. Each workflow is built for broker operations teams that need faster execution, more consistent review, and audit-ready records without losing human control.

Live
New Business
Submission Intake
Automate insurance submission intake from emails, ACORD forms, loss runs, and supplemental documents. ThreadWise classifies incoming submissions, extracts structured data, flags missing information, and prepares a clean submission record for review.
v2.4·ACORD · Loss Runs
Live
Quoting
Quote Comparison
Compare insurance carrier quotes across premiums, deductibles, exclusions, limits, sublimits, and admitted status. ThreadWise helps brokers review tradeoffs quickly and surface the differences that matter for client recommendations.
v3.1·Admitted · E&S
Live
Review
Coverage Gap Review
Identify coverage issues with evidence tied to policy language, business context, and internal notes. ThreadWise helps teams review policies more consistently and prepare defensible recommendations.
v2.0·Property · GL · Auto
Live
Client Delivery
Proposal Generation
Generate client-ready insurance proposals from approved workflow outputs. ThreadWise turns reviewed comparisons and recommendations into polished proposals with pricing, rationale, and next steps.
v1.8·PDF · DOCX
Live
Renewals
Renewal Outreach
Support renewal workflow automation with timeline tracking, outreach drafting, follow-up management, and response visibility. ThreadWise helps brokers keep renewals moving without living in the inbox.
v1.2·120 / 90 / 60 / 30 day
Live
Servicing
COI Processing
Interpret certificate requests and prepare compliant COIs with endorsement checks and review steps. ThreadWise helps servicing teams handle certificate workflows faster while maintaining control and documentation.
v0.9·Standard & custom
Beta
New Business
Appetite Matching
Route submissions to carriers by class code, size, and risk signals.
v0.7·Carrier library
Draft
Servicing
Endorsement Processing
Capture change requests, draft endorsement language, track binding.
v0.3·Mid-term
Live
Claims
First Notice of Loss
Structure FNOL intake and route to the right claim handler.
v0.2·Commercial
Beta
Outreach
Prospect Research
Enrich prospect list with public risk signals and appetite fit.
Design
Live
Audit
Policy Audit
Automated comparison of issued policy vs bound specs.
Design
Coming
Custom
Your Workflow
Build a workflow specific to your team. ThreadWise SDK coming soon.
SDK
Human in the loop

Automation where it helps. Judgment where it matters.

ThreadWise accelerates the repetitive preparation work so your team can spend their time on exceptions, edge cases, and the relationships that actually move renewals.

ThreadWise prepares

  • EXTRACTStructure 18 fields across ACORD, loss runs, and supplementals
  • RECONCILEFlag 3 conflicts across 4 source documents
  • COMPARENormalize 3 carrier quotes against standard coverage terms
  • DRAFTGenerate recommendation rationale and client-facing proposal draft

Your team decides

  • REVIEWConfirm resolved conflicts and approve submission-ready data
  • EDITOverride flagged severity, add internal context and carrier history
  • APPROVESelect carrier, finalize recommendation, and sign off on proposal
  • SENDDeliver to client with brand, context, and next steps
Time saved per submission
~4.2 hours
Measured across 2,100 renewals on production ThreadWise deployments.
Decisions owned by humans
100%
Nothing sent to a client without explicit human approval. Every action is logged.
Audit trail
Per field, per click
Sources, changes, approvers, and timestamps preserved for E&O defense.
Why ThreadWise

Not generic AI. Insurance specific AI.

Chat interfaces treat every problem the same way. Insurance operations don't work that way — and neither does ThreadWise.

Generic AI / Chat

One AI.
Starts from zero every time.

  • Starts from zero on every submission, with no memory of your team's standards or carrier relationships.
  • Outputs are generic, not structured records that your AMS or CRM can use.
  • No way to enforce review, approval, or audit across your agency.
  • No understanding of ACORD fields, policy forms, or coverage nuances out of the box.
ThreadWise

Connected workspaces.
Compounding over time.

  • Every workflow benefits from the last one. Your SOPs and institutional knowledge power your operations, in a secure and isolated environment.
  • Outputs are structured, reviewable, and exportable to the systems your team already runs on.
  • Built-in human review steps, approvals, and per-field audit trails for every stage to maintain E&O compliance.
  • Ships with insurance-specific understanding — ACORDs, endorsements, loss runs, carrier appetite.
Integrations

Connects to the systems your team already uses.

ThreadWise sits across your email, AMS/CRM, document storage, and carrier feeds, turning fragmented communication into one coordinated workflow layer. No rip-and-replace, no migration project, and with all the security standards your data requires.

Outlook & Gmail AMS360 Applied Epic Salesforce Google Drive SharePoint Carrier portals Webhooks & API
ThreadWise
@
Inbox
Outlook · Gmail
AMS / CRM
Epic · Salesforce
Documents
Drive · SharePoint
Carrier feeds
Portals · APIs
Spreadsheets
Excel · Sheets
Webhooks & API
OpenAPI · SOC 2
Teams & Tasks
Slack · Teams

Get your team out of the inbox
and into the workflow.

See ThreadWise working against a real submission from your book. Fifteen minutes, a real intake, a real recommendation.

Book a demo Talk to partnerships
FAQ

Answers to common questions about AI workflow automation for insurance brokers.

Direct answers for brokers evaluating ThreadWise for submission intake, quote comparison, renewals, servicing, and secure human-in-the-loop automation.

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.