Best Insurance Marketing Automation Solutions
Save time with insurance marketing automation
Increase productivity by implementing full insurance automation
Pathway makes marketing for insurance agencies much easier
Easy-accessible insurance marketing insights
Pathway offers great variety of insurance articles
Boost Retention Effortlessly with Insurance Marketing Automation
Revolutionize client relationships. Streamline renewals, billing, and engagement. Boost retention effortlessly with Pathway’s Marketing Automation.
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Simplify Data Collection with Forms
Revolutionize form processing. Boost efficiency, reduce turnaround time, and integrate seamlessly with Forms. Elevate your data collection strategy effortlessly.
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Empower Your Team with BPA Bots
Meet your digital colleagues! From efficient policy reviews to streamlined claims processing, our BPA Bots elevate your brokerage with unparalleled automation. Explore the future of insurance operations.
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Empower Clients with the Ultimate Convenience of Self-Service
Revolutionize client interactions. Reduce calls, enhance service, and streamline operations effortlessly with Self-Service Kiosk. Elevate your brokerage experience today.
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Enhance Workflows with DataPort API
Connect effortlessly. Optimize workflows, automate data processes, and achieve unparalleled efficiency with DataPort API. Empower your brokerage with seamless integration.
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Don’t be busy, be productive
Free up your schedule to do more meaningful work. Pathway’s Marketing Automation for Insurance is designed to streamline renewals, automate billing processes, and deliver policy documents to clients.
More InfoNeed to grow your agency? Let Pathway lead the way.
Streamline the way you collect data
Forms 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.
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BPA for Insurance
We transform insurance brokerages and agencies by harnessing the power of business process automation – software robots. These digital colleagues:
- Free up your valuable resources
- Eliminate errors
- Minimize hiring needs
The age of the 24/7 customer relationship is here
With Marketing Automation for Insurance you can take your customer service to the next level by giving clients access to a dedicated self-service portal with just one click.
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Empowering Data to Work Smarter
Use Dataport API to optimize external communication, add value to data, and empower smarter data usage. Integrate CRM with PathwayPort’s Marketing Automation for Insurance for improved customer relations, data flow, and performance.
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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.
—Taryn Green, Gougeon Insurance Brokers
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.
—Laurie Filion, Rozon Insurance Brokers Ltd.
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See for yourself how PathwayPort's Marketing Automation makes it easier for your brokers and CSRs to attract clients and keep them happy.
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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.