Meet ThreadWise
Keep agency work moving in one place.
Bring client requests, documents, forms, and follow up together. ThreadWise helps your team handle everyday insurance work using your agency’s procedures and existing tools.
Tools for your agency’s everyday work
Personal AI assistant
Ask questions, work with files, and get help using the tools your agency connects.
02Agency workflows
Give recurring requests consistent steps, clear responsibilities, and team review.
03Form Studio
Fill supported forms from existing information, review answers, and prepare completed PDFs.
04Agency knowledge
Find answers in your agency’s procedures, checklists, and reference documents.
05Browser assistance
Get help with supported website tasks. Watch the work and take over when needed.
06Accounts and tasks
Keep account information, related work, deadlines, and approvals connected.
Keep client information with the request.
Emails and documents supply the request. Accounts keep relevant information close. Tasks make ownership and deadlines visible. Approvals bring proposed work to the people responsible for reviewing it.
- Primary contact
- Morgan Reed · Operations manager
- Current coverage
- General liability · Harbor Mutual
- Renewal date
- January 1
Start with the work