Automate

Enhance Efficiency and Growth
Using Insurance Automation Bots

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Insurance Automation Growth Efficiency
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...

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

Webinar Nov 28

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

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