Insurance Marketing Automation That Saves Hundreds of Hours

Trusted by hundreds of brokerages and agencies across Canada, UK and the US.

PathwayPort helps insurance brokerages and agencies save hours by automating time-consuming tasks. In 30 minutes, learn how to simplify operations, boost client engagement, and grow. No more chasing payments, renewals or manual followups.

In this FREE demo we’ll show you how to:

Save 100’s of hours per month
Automate renewals, follow-ups, invoices, and more
Enable eDelivery to send documents automatically
Integrate seamlessly with your AMS/BMS
Increase client retention and up-sell opportunities

4.9/5 based on 65 Google Reviews

Streamline Workflows with Insurance Marketing Automation

Insurance marketing automation streamlines repetitive tasks like data entry, claims processing, and policy management, reducing manual errors and saving time. For brokerages and agencies, this means faster service, improved accuracy, and more time to focus on client relationships and growth. Ultimately, automation boosts efficiency, enhances customer satisfaction, and supports scalable business operations.

Insurance Marketing Automation: Features That Drive Engagement and Growth

Automate drip email campaigns for renewals, upsells, and onboarding
Send segmented messages based on client type, policy, or location
Trigger follow-ups after quotes, form submissions, or missed calls
Deliver cross-sell and upsell prompts based on policy lifecycle
Track campaign performance and client engagement analytics
Reduce E&O risk with compliant, automated workflows
Boost NPS and improve overall client satisfaction

“Pathway not only takes away or automates jobs, It’s freeing up our team to concentrate on value-adding tasks. We use it to communicate with our clients in an automated fashion based on very specific criteria and emails designed in our brand image.” Bob sums it up. ”Pathway exposes clients to our brand. It helps our productivity. It helps our follow-ups. It saves money.”

— Bob Mainguy, Director of marketing
Acces Conseil

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“Previously, only 50% of clients could be reached before renewals. With Pathway, our success rate has significantly improved, allowing us to issue renewals on accurate terms and avoid adjustments later,”

— Simon Brewster, Director at Ellis David

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Proven Results

50% increase in client engagement
100+ hours saved per month
Faster payment cycles
Easier upsells & cross-sell
Less admin, more growth
Convert more clients

Join hundreds of teams nailing customer satisfaction 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