Pathwork is an AI-native platform that modernizes life and annuities insurance distribution by using AI to streamline underwriting, automate complex workflows, and accelerate policy placement for brokers and carriers. Pulse 2.0 interviewed Pathwork co-founder and CEO Ian Levinsky to learn more.
Ian Levinsky’s Background
Could you tell me more about your background? Levinsky said:
“I grew up in rural Maine, just outside Portland. My family has run a department retail store called Levinsky’s since 1919. Some of my earliest memories are working there. At the age of four, I started breaking down boxes in the basement, tidying the sales floor, and helping customers . Watching my dad and grandfather run the business gave me the desire to build something of my own that could endure for generations.”
“In 2018, I joined a Series B start-up called EverQuote and was given the opportunity to build a tech-enabled insurance brokerage from scratch. That experience taught me two things: which kinds of tools truly empower people and get adopted, and which ones fall flat. When we sold that business in August 2023, I was already watching the early advances in LLMs and AI. I could see how this technology shift would fundamentally reshape the next 20 years of insurance sales—making it look nothing like the last 20. Once I met and convinced Blake, our CTO and Co-Founder, to build with me, I left my job and founded Pathwork in February 2024.”
Formation Of The Company
How did the idea for the company come together? Levinsky shared:
“At EverQuote, I saw firsthand how technology could either transform workflows or stall adoption. Some of the tools we built created immediate impact, while others just didn’t land. When LLMs became commercially available right as we sold the brokerage, it was a lightbulb moment. I realized these models could make the failures into successes—and the successes even more impactful. That insight was the seed for Pathwork.”
Favorite Memory
What has been your favorite memory working for the company so far? Levinsky reflected:
“One that stands out is with our underwriting advisor, John Voelker. He’s been with us since the earliest prototypes, giving us the constructive criticism we needed along the way. In February 2025, we sent him a major upgrade. His entire response—typed in size 54 font—was just one word: “FANTASTIC!” It was a huge validation moment for us.”
Core Products
What are the company’s core products and features? Levinsky explained:
“Case Underwriter: Automates the underwriting process by analyzing unstructured data, synthesizing applicant details, and surfacing the best-fit carrier options. It guides brokers from intake to placement in minutes.
Knowledge Assistant: Acts as an on-demand expert, instantly answering questions about underwriting rules, product guidelines, and carrier nuances, all trained on insurance-specific data.
Pre-App Manager: Helps insurance carriers evaluate pre-underwriting requests from their brokers more efficiently by analyzing data to determine eligibility, requirements, and risk class.”
Evolution Of The Company’s Technology
How has the company’s technology evolved since launching? Levinsky noted:
“We’ve focused on extending workflows our users can complete in the tool. For example, we launched medical record summarization in March ‘25, a new long-term care module in April, the ability to directly pre-qualify clients with carriers in July, and brought our first carrier solutions to market in January 2026. Each step is about reducing friction and expanding what’s possible.”
Significant Milestones
What have been some of the company’s most significant milestones? Levinsky cited:
“In March, we achieved SOC2 Type II certification, unlocking a path to working with enterprise customers like Aon, Hilb, EPIC, and Highland Capital Brokerage.”
“By end of year 2025, we crossed 800 cases per week across all customers and have analyzed more than 1 million pages of medical data and insurance records.”
Funding/Revenue
Are you able to discuss funding and/or revenue metrics? Levinsky revealed:
“Yes. To date, we’ve raised $3.75 million and now serve more than 80 customers, including brokers and carriers. In less than a year of being in-market, we surpassed $1 million in revenue and grew more than 1500% YoY.”
Total Addressable Market
What total addressable market (TAM) size is the company pursuing? Levinsky assessed:
“Our current target is the $160B spent annually on life and health insurance distribution in the U.S. We’ve also started to see interest from international markets, which could triple our market opportunity if we expand abroad.”
Differentiation From The Competition
What differentiates the company from its competition? Levinsky concluded:
“Most competitors aren’t AI-native. Their products are still built with legacy software design: clunky form fields, long dropdowns, rigid outputs. Pathwork is different. Many of our workflows can be completed using natural language, and our outputs are personalized to what the user is trying to accomplish. In some cases, our system completes entire workflows automatically using modern, agentic design. That combination, AI-native workflows plus adaptive design, is what sets us apart.”
