ThreadWise by ThreadWise.ai

Inbox Intelligence & Custom Agents

• Generate a diagnostic report from inbox data that surfaces every SOP across the organization, known and unknown.
• Deploy custom agents in the first week, then refine workflows over the first month.
• Triage every inbox automatically to stay on top of the busiest queues
• Build custom workflows with a no-code builder anyone on the team can use, tied to email or account-based triggers
• Run on any model, so you're never locked into one system

Insurance Lifecycle Workflows

• Hundreds of out-of-the-box insurance tasks, from policy and quote checks to proposals and audits.
• Customized workflows, like lifecycle triggers, automate renewal alerts and surface cross-sell opportunities based on your agency’s data.
• Fill out ACORDs, applications, and forms automatically, with clear source citations

M&A, Visibility & Control

• Standardize workflows and evaluate book health across every acquired agency with dedicated M&A and multi-office onboarding tools
• See book-level metrics in one place with a centralized task dashboard and admin lifecycle view.
• Keep humans in the loop with review controls and a complete audit trail on every task
• Connect directly to your AMS, CRM, and other existing tech stack components.

ThreadWise is the operations layer for commercial P&C brokerages, giving growing agencies and M&A buyers full visibility and workflow automation to integrate books of business faster. 

ThreadWise helps independent agencies operate with greater clarity, consistency, and scale, without disrupting how teams already work.

• Eliminate operational fragmentation across systems and teams

• Standardize workflows across offices, teams, and acquisitions

• Increase capacity without adding headcount

• Reduce missed opportunities (leads, service requests, follow-ups)

• Enable faster onboarding and integration after acquisitions

• Improve consistency in client service and execution

ThreadWise allows agencies to scale their best people and processes across the entire organization. 

• Ingests Messy Insurance Inputs: Turns carrier quotes, policy binders, loss runs, and email threads into clean, structured data in minutes.
• Builds Reviewable Outputs: Structures comparisons, drafts recaps, and preps forms, no manual rekeying.
• Keeps Brokers in Control: Human sign-off at every step. Your data is never used to train outside models.

Important company certifications: SOC 2 Type II, CASA 2, ACORD Member & Licensed ReDistributor, Microsoft & Google Integration Partner, NVIDIA Inception Program 

50% off onboarding cost