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.
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.