Pathway

Get answers in a personalized demo

Have more touchpoints, retain more customers.

Discover how Pathway removes common frustrations of insurance brokerages. From CSRs overwhelmed with tedious tasks, lack of standardized client journeys, to the challenges of staffing and client management. Schedule time with our team to see Pathway in action and explore the workflows that can enable your team to:

Reclaim time spent on repetitive tasks to refocus your team to truly make an impact.
Automate key touchpoints, ensuring all clients feel valued. Even when staffing is lean and the client base is vast.
Segment and trigger communication to client needs, cultivating customer loyalty and trust.
Spot cross selling opportunities, and policy renewals automatically.

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Join hundreds of teams already saving thousands of hours with Pathway

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 Pathway has been an amazing experience. They are totally committed to making our experience an outstanding one. Whenever we have a question or concern, the team addresses it in a day and has some sort of solution in place.

—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.

We spent 10+ minutes on each document delivery email prior to Pathway. So much time, we had to hire a full-time person to do this. We sent 3996 document delivery emails in the first six months of 2023 in a matter of seconds.

—CSC Insurance