New in Life & Disability: Track Sources & New Changes

‍Check Sources Instantly‍

Trust and transparency are essential when underwriters use AI in their daily work. Underwriters need to know that the information they rely on is accurate; otherwise, a policy decision could result in incorrect coverage, claims issues, or unnecessary risk for the carrier. 

One of the best ways to build that confidence is by clearly showing the source of each piece of information. That’s why we’re excited to introduce a new In-line Citations feature for our Life & Disability customers. This feature makes it easy to check the source behind any insight Sixfold surfaces.

So, how does it work?

When reviewing a case in Sixfold,  underwriters can now see exactly where each fact came from, including the document and page number. Here’s what you’ll see when clicking into a fact card:

• Document category listed for each file.
• Page number shown on hover
• One-click access to the exact source page
• All of the documents where the fact was found

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Our goal? To increase underwriter confidence and efficiency by clearly showing the source of medical and lifestyle facts within the insurance application analysis.

New Info? Now Flagged for You

In Life and Disability underwriting, it’s common for some cases to take time, sometimes weeks, to gather all the documents needed for final analysis. The result? A lot of new information is coming in, and it’s not always clear what’s actually new facts.

That’s where our new capability, New Case Facts comes in.

Now, when new facts are surfaced within a case, you’ll see a bell icon next to the relevant fact card, a simple way to flag which facts came from the latest documents added. You can click into the fact to see more context, including which document category it came from.

This makes it easier to understand what’s been added, without having to reread the whole submission. It’s especially useful when multiple underwriters are collaborating on a case; one might start the analysis, while a colleague might actually finish it.

With new facts clearly marked, everyone can stay aligned and quickly assess what’s different and what it means for the overall risk profile of the applicant.