Thank you, your email has been sent! Sorry, there was an error. Please try again later or contact us at support.pathwayport.com
Connection Bot

Connection Bot

Boost Retention Effortlessly with Connection Bot

Revolutionize client relationships. Streamline renewals, billing, and engagement. Boost retention effortlessly with Connection Bot’s cutting-edge automation and guaranteed results.

Book a demo
Workflow automation

Workflow automation

Automate and stay lean

Let our intuitive workflow automation do the heavy lifting for you. Generate and deliver pre-renewal and renewal letters to your clients in a fraction of the time it takes to do it manually.

Digital documents

Digital documents

Intelligent document delivery

To help you save time, Connection Bot instantly detects specific new insurance policy documents in your management system and securely delivers them to the right client, with a tailored message.

Prioritize tasks

Prioritize tasks

Focus on what matters

Put to rest the tedious manual approach to managing billing reminders. Focus instead on what you do best, and grow your brokerage instead of collecting payments on business you already have.

Deeper connections

Deeper connections

Nurture relationships

Onboard new clients and keep them engaged year-round without lifting a finger using Connection Bot’s triggered automated insurance email campaigns.

Increase revenue

Increase revenue

Your secret weapon to boosting growth

Connection Bot makes it quicker and easier for you to attract new clients, retain more of your existing ones, and win back some of the accounts you’ve lost along the way.

Cross-sell

Cross-sell

Offer more than a single purchase

Let your clients know that you are the one-stop shop for all their insurance needs with engaging cross-sell campaigns.

Gain insight

Gain insight

Make data-powered decisions

Track the success of your campaigns so you identify room for growth, and then share the detailed analytics with your team.

NPS

NPS

Measure customer satisfaction today

Fortune 100 companies have used Net Promoter Scores® for years as a proven metric to transform their approach to customer experience, and gain deeper insights into their standing with clients.

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

Flows that generate more time for your team.

Find out how automation can boost your efficiency while empowering your team.

Book a demo

We use cookies to improve your browsing experience.

By clicking "Accept" you agree to the use of cookies as described in our Cookies Policy.