Insurance operations platform
Turn requests into results.
ThreadWise helps your team handle routine insurance work, from certificate requests to follow up. AI prepares forms and organizes tasks using your inbox, documents, and agency procedures, with your team in control.
- Connected to your existing tools
- Built around your agency’s procedures
- Clear responsibilities and approval steps
Client email
We’re leasing a new workshop. Could you send a certificate naming Lakeview Property Group as the certificate holder? I’ve attached the lease requirements.
- Linked account
- Juniper Ridge Fabrication
- Coverage
- General liability · Harbor Mutual
Workflow activity
- ✓Request receivedClient email linked to account
- ✓Certificate template selectedCertificate of liability insurance
- ✓Form preparedPolicy and lease details included
- ◷Certificate ready for reviewConfirm holder and completed answers
Agency workflows. Everyday assistance.
Less busywork. More focus on clients.
Move recurring work forward
Give common requests a clear set of steps, using your agency’s procedures, existing tools, and team review.
For the work in front of youGet help with the next request
Work with client documents, find agency guidance, and prepare a response using the information and tools your team already relies on.
ThreadWise
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.
From request to review
See how the work moves
Follow a certificate request from the client’s email to a prepared form your team can review.
Client email
We’re leasing a new workshop. Could you send a certificate naming Lakeview Property Group as the certificate holder? I’ve attached the lease requirements.
- Linked account
- Juniper Ridge Fabrication
- Coverage
- General liability · Harbor Mutual
Workflow activity
- ✓Request receivedClient email linked to account
- ○Certificate template selectedCertificate of liability insurance
- ○Form preparedPolicy and lease details included
- ◷Team review is the next stepConfirm holder and completed answers
Client email
We’re leasing a new workshop. Could you send a certificate naming Lakeview Property Group as the certificate holder? I’ve attached the lease requirements.
- Linked account
- Juniper Ridge Fabrication
- Coverage
- General liability · Harbor Mutual
Workflow activity
- ✓Request receivedClient email linked to account
- ✓Certificate template selectedCertificate of liability insurance
- ✓Form preparedPolicy and lease details included
- ◷Team review is the next stepConfirm holder and completed answers
Client email
We’re leasing a new workshop. Could you send a certificate naming Lakeview Property Group as the certificate holder? I’ve attached the lease requirements.
- Linked account
- Juniper Ridge Fabrication
- Coverage
- General liability · Harbor Mutual
Workflow activity
- ✓Request receivedClient email linked to account
- ✓Certificate template selectedCertificate of liability insurance
- ✓Form preparedPolicy and lease details included
- ◷Certificate ready for reviewConfirm holder and completed answers
Built around your agency
Turn your agency’s procedures into automated workflows in seconds.
Put the SOPs your team already follows to work on client requests, forms, and follow up, with your team in control.
Your procedures and checklists
Bring the guidance your team relies on into everyday work.
Your existing tools
Use the information and tools your agency makes available.
The right person at each step
Keep the right people involved as work moves forward.
Connected tools
Use information from the tools you already know.
Capacity Map
Find the work worth automating first.
A Capacity Map is a practical plan for which requests and manual steps to improve first. Start with the work your team manages today, from incoming emails to documents and follow up.
Where you could start
Sort incoming requests
Recognize the recurring requests that need a consistent next step.
Form preparation
Use client and policy details to prepare your agency’s forms for review.
Follow up
Keep who is responsible and what happens next clear.
Control
Set the controls around the work.
Decide who can access connected information and which actions require approval. Review proposed work and follow activity before deciding what happens next.
Explore security and controlStart with the work