Pathway

Insurance on Autopilot

Maximize Efficiency, Minimize Effort.

Discover how Pathway Port can transform the daily operations of insurance agencies and brokerages:

Automate Routine Tasks

Replace manually performed tasks with RPA bots, freeing your team to focus on strategic initiatives that drive significant impact.
Automate Client Interactions

Ensure every client feels valued with automated personalized touchpoints, ideal for managing vast client bases with limited staff.
Streamline Data Collection

Use Form Builder to automate and simplify form processing, improving efficiency and reducing response times.
Pathway Enterprise

Secure, flexible software designed for large organizations, enhancing productivity with advanced integration and support.

Harness the power of automation to spend less time on routine tasks and more on what truly matters to your business.

Book your Demo

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