Pathway testimonials
Pathway success stories
Pathway Port is a fantastic software that integrated with our system and took care of daily grunt work. It has automated our renewal process. It has automated our policy change process. It’s a solution to employee time. It’s a solution for client comms. Pathway was such a Savior. It revolutionized how we do business.
— Sam Pietras, Commercial Broker & Senior Executive
Total Hours Repurposed
1,500+Productivity Attained
18,75%Annual Saving
$21,933Mitchell Sandham Pastor Insurance
A renowned insurance broker, specializing in personal and commercial lines, dedicated to unparalleled client service, with a strong emphasis on retention and referral-based growth. Insurance Broker MSP has built a reputation for delivering unparalleled insurance value, and for Senior Exec and Commercial Broker Sam, this distinctive client relationship is their hallmark.
Challenges
Manual, Time-Consuming Workflows and the Struggle for Digital Presence
That would be 20 letters that the 20 accounts CSRs have to review, and 20 letters that would be personalized for each account. It was a very time-consuming process.
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Facing competition from digitally advanced larger insurers. -
Insufficient resources for client touch-points post-policy amendments.
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Time-consuming manual data processes and client interactions.
Solution
Embracing insurance-specific client engagement automation software
Pathway allowed us to match every communication that larger companies sent to our clients, whether it was a renewal or a policy change or documents, and showing our clients that the broker’s there. Pathway was our solution to staying relevant...
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Insurance-specific client engagement automation tool.
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Leveraged BMS data sync for precise segmentation and deep personalization.
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Streamlined detection of coverage gaps, enhancing compliance and reducing E&O risks.
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Cemented a stronger digital presence, especially in commercial lines.
Result
Transformed Client Communications and Significant Time Savings
The biggest thing that Pathway did is make us very relatable to the clients, “Sam noted.” It’s a necessary tool, an affordable solution, and a great way to increase staff productivity while ensuring your clients get the touchpoints you want them to have.
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Freed-up 1500+ total hours, achieving a productivity surge of 18.75%.
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Eliminated delivery lags, ensuring timely client communications.
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Drove more traffic online, utilizing automated renewal workflow.
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Strengthened client relations and satisfaction by maintaining crucial touchpoints.
Ready to explore what Pathway can do for you?
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