Automation

Enhance Efficiency and Growth Using Insurance Automation Bots

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Hundreds of Insurance Agencies and Brokerages Rely on Pathway

Renewal Bot
Automated emails

Renewal Bot

Process client renewals in a fraction of the time it takes your staff to do them manually with automated workflows that are triggered by policy expiration dates.

Email marketing
Marketing Bot

Marketing Bot

Connect with prospects and policyholders at every stage of the insurance lifecycle with broker-tested emails and automated workflows that maximize every interaction.

Net Promoter Score
Loyalty Bot

Loyalty Bot

Boost your online reviews while converting dissatisfied customers using the widely respected Net Promoter® survey tool to gauge and enhance the customer experience.

Survey builder
Form Builder

Form Builder

Convert PDF questionnaires, applications, and other insurance forms into convenient online forms customers can fill out and submit on a smartphone, tablet, or computer.

Self Service
Self Service Kiosk

Self-Service Kiosk

Reduce your call volume and improve the customer experience by giving policyholders 24/7 access to their policy documents, proof of insurance, billing, and more.

What Customers Are Saying...

brokerages testimonials

Ben Lucas

Westview Insurance

We are very impressed with the software, ease of use & results from using Pathway. Our clients are becoming more involved & connected with our brokers, which is helping to build better relationships & their knowledge of insurance products/coverages. We continuously see changes, improvements and new features which proves their commitment to providing the best product they can. In terms of service & support – our questions are acknowledged, with answers given almost immediately. Technical questions are answered & explained in detail. The staff are always very friendly, but more importantly - knowledgeable.

brokerages testimonials

Chris Engbers

Delbert R.Smith Insurance

Their expertise and customer-friendly staff are beyond exceptional. They've made each step of transitioning to our new digital communication platform painless. Can't say enough good things about them and their ongoing support.

brokerages testimonials

Duliban Insurance

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.

brokerages testimonials

Kirsten Hardie

Peters Insurance

Fast and Friendly Service. Very accommodating to work with.

brokerages testimonials

Marc Leger

Vinneau Insurance

They've been great to deal with. Very pleasant and responsive team.

brokerages testimonials

Mason Leibel

Rayner Agencies
brokerages testimonials Play video testimonial
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