CRM Integration for Insurance Agencies

PathwayPort connects with leading insurance management systems and CRM platforms to deliver seamless integration across renewals, communication, and marketing. By partnering with trusted CRM and insurance technology providers, PathwayPort simplifies data management, supports insurance automation, and helps insurance agencies and brokerages operate smarter and grow faster.

Acturis

Acturis supports many of the leading players in the insurance industry with all-inclusive broker management software solutions that help brokers with end-to-end client management. Serving more than 22,000 users since launch, Acturis has unrivaled experience in successfully migrating data from all competitor legacy systems.

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PowerBroker

Power Broker provides flexible solutions to more than 800 brokerages in Canada and throughout the Caribbean, delivering the quality service our clients expect. Since 1992, Power Broker has been helping brokers manage their businesses and increase operational efficiency, providing expertise and support.

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SIG

SIG redefines the Broker Management System experience by zeroing in on the features and functions that you use every day, and simplifying them. SIG capitalizes on the tools that Brokers need by making them faster, more intuitive and more powerful.

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Sagitta

Vertafore Sagitta is an enterprise-class agency management solution for growing insurance businesses. Sagitta is built to support an insurance business’ speciality lines and scale with their growing business, whether it’s growing organically or through acquisition.

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AMS360

As part of Vertafore’s best-in-class platform, AMS360 is an agency management system that provides the foundation for independent agencies to grow their businesses and boost their profitability. It helps streamline workflows, improve renewals and retention, and drive new business resulting in improved employee productivity and superior customer experience.

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NowCerts

NowCerts is an intelligent, secure, and intuitive agency management system that helps insurance agents optimize their workflow and improve overall business results. The true cloud-based system, offers agents the flexibility to conduct business on any device connected to the Internet.

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HawkSoft

Since 1995, HawkSoft has been a leader in management systems for agencies that want effective workflows and a delightful experience for staff and policyholders. The company takes pride in being independently owned and answerable to agencies that rely on HawkSoft to power their insurance business. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies.

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EZLynx®

EZLynx® provides innovative insurance software that helps streamline your agency’s workflow. You can bundle products to supercharge your agency’s productivity or purchase products individually to meet the unique needs of your business. Each product integrates with our comparative rater and agency management system to provide a single platform to manage customers through their full life cycle. From real-time home and auto quoting on your insurance agency website to email marketing, EZLynx® has a solution for you.

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The Brokers Workstation

Integration is available.

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Applied Epic

Integration is available.

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Applied TAM

Integration is available.

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ePayPolicy

ePayPolicy is the only payment provider built specifically for the insurance industry by speeding up receivables, binding business faster, and providing a seamless payment experience for clients. Credit card and ACH payments seamlessly integrate with Pathway’s system, meaning payments are automatically synced into your BMS or AMS of choice.

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