We transform insurance brokerages and agencies by harnessing the power of robotic process automation – software robots. These digital colleagues:
Free up your schedule to do more meaningful work. Connection Bot is designed to streamline renewals, automate billing processes, and deliver policy documents to clients.More Info
Form Builder gives you the tools to turn all your PDF questionnaires, applications, and other insurance forms into convenient online forms that policyholders can fill out and submit from their computer or mobile device.More Info
Use Dataport API to optimize external communication, add value to data, and empower smarter data usage. Integrate CRM for improved customer relations, data flow, and performance.More Info
In the past, our TSR’s were spending between 6-8 hours per day completing manual renewal reviews, now they spend 2-3 hours per day.
Pathway has thought of everything to make your marketing processes smooth and automated. It enables you to focus on providing your clients with exceptional customer service as well as bring in new business.
Working with the team at Pathway has been such an amazing experience. They have been totally committed to making our experience an outstanding one. Whenever we have a question or concern, the team addresses it the day of and has some sort of solution in place. They are very good at taking our wants and needs and making them a reality. We have no complaints working with this company, and we feel like a valued part of their team.
It has been a very positive experience, especially given that most insurance companies are going paperless. It has been easy to send emails to targeted groups and set up daily email delivery with insurance documents.
I am very impressed with the software and the system is very user friendly. We have received some positive feedback from our clients - most like the quick and easy renewal reviews/surveys that are sent out by email to our clients.
Data localization requires that initial collection, processing, and storage first occur within the national boundaries. Your companies data is stored on servers in Canada or the UK, where its processing is done at the local level.
ISO 27001 is an international standard on how to manage and maintain information security. Pathway has invested in the people, processes, and technology to protect your brokerage’s data and is ISO 27001 certified.
We are committed to ensuring protection of all personal information that we hold, and to provide and to protect all such data. We recognise our obligations in updating and expanding this program to meet the requirements of GDPR.