Published on: 
June 13, 2025

New in Life & Disability: Track Sources & New Changes

5 min read

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

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. 

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Ana Clara Ribeiro
Associate Marketing Manager
Use Case
Current Process
With Narratives
Quoting
Currently, risk factors are pulled together manually to decide if a case should be quoted.
Automatically summarizes key risk drivers upfront, providing a clear snapshot to prioritize cases faster.
Peer Reviews
Peer reviews are slowed by unstructured summaries; reviewers often have to go back to source documents.
Risk factors and case notes are presented clearly and consistently.
Referrals
Referral memos vary between underwriters; approvers often have to sort through inconsistent write-ups to understand the case.
Consistent case summaries make it easier for approvers to see the full risk story and sign off faster.
Decision Documentation
Underwriting rationale is often recorded unevenly; teams spend time cleaning up notes when preparing for audits.
A standardized record of underwriting rationale is created automatically, ready for audit without extra effort.
Business Impact
Faster decisions on which risks to quote.
More consistent risk appetite application and faster reviews.
Faster referral decisions.
Lower compliance risk and faster audit prep.
Quoting
use case
Current Process
Currently, risk factors are pulled together manually to decide if a case should be quoted.
With Narratives
Automatically summarizes key risk drivers upfront, providing a clear snapshot to prioritize cases faster.
Business Impact
Faster decisions on which risks to quote.
Peer Review
use case
Current Process
Peer reviews are slowed by unstructured summaries; reviewers often have to go back to source documents.
With Narratives
Risk factors and case notes are presented clearly and consistently.
Business Impact
More consistent risk appetite application and faster reviews.
Referrals
use case
Current Process
Referral memos vary between underwriters; approvers often have to sort through inconsistent write-ups to understand the case.
With Narratives
Consistent case summaries make it easier for approvers to see the full risk story and sign off faster.
Business Impact
Faster referral decisions.
Decisions Documentation & Audits
use case
Current Process
Underwriting rationale is often recorded unevenly; teams spend time cleaning up notes when preparing for audits.
With Narratives
A standardized record of underwriting rationale is created automatically, ready for audit without extra effort.
Business Impact
Lower compliance risk and faster audit prep.