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.
Connect with prospects and policyholders at every stage of the insurance lifecycle with broker-tested emails and automated workflows that maximize every interaction.
Boost your online reviews while converting dissatisfied customers using the widely respected Net Promoter® survey tool to gauge and enhance the customer experience.
Convert PDF questionnaires, applications, and other insurance forms into convenient online forms customers can fill out and submit on a smartphone, tablet, or computer.
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.
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.
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.
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.
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. Pathway's customer service is phenomenal. They fully support you through the onboarding process; they answer all of your questions and will work with you to create automation processes that work for your brokerage. They are always open to listen to ideas of how they can improve and will implement some of these ideas when reasonable.
Great program to work with. Pathway team support is top-notch!
Fast and Friendly Service. Very accommodating to work with.
They've been great to deal with. Very pleasant and responsive team.