Automated responses

Let bots do the heavy lifting

Save time by automating repetitive tasks such as issuing late payment reminders for clients, making coverage recommendations and delivering policy documents.

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Personalized messages

Empower human connections,
one contact at a time

Build lasting relationships with personalized messages, bespoke customer journeys, smart automation and in-depth insights.

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Customer experience

Elevate your 24/7 customer experience

Reduce phone call volumes and take the customer service to the next level by giving clients access to their documents, simplifying the payment process and communicating with them in real-time.

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Automated emails

Don’t be busy, be productive

Free up your schedule to do more meaningful work. Office Bot is designed to streamline renewals, automate billing processes, and deliver policy documents to clients.

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Email marketing

Stronger relationships, one contact at a time

With Pathway, you don’t need to have a full-time marketing communications expert on your team, but you’ll look like you do — for a fraction of the cost.

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Net Promoter Score

Measure customer satisfaction today

Fortune 100 companies have used Net Promoter Scores® for years as a proven metric to transform their approach to customer experience, and gain deeper insights into their standing with clients.

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Self Service Kiosk

The age of the 24/7 customer relationship is here

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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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.

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.

—Mandy Namisniak, Advocate Insurance

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.

—Duliban Insurance

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.

—Tracy Arner, AGR Insurance Brokers

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.

Pathway Demo

One-on-One Demo

See for yourself how Pathway makes it easier for your brokers and CSRs to attract clients and keep them happy.

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Pathway webinar

Weekly Webinars

Join us to learn how automated marketing solutions are transforming the way brokers and agents do business.

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