Renewal Automation

Automated Digital Renewal System

Preparing and sending out renewal letters is an essential part of retention. That doesn’t mean CSRs need to spend a lot of time doing it. ClientBuilder improves efficiency by automating time-consuming renewal tasks so CSRs have time to create more rewarding customer experiences.

Go Paperless & Save

Save money on the cost to print and mail renewal letters by sending them straight to your clients’ email inboxes.

Process Renewals Faster

Prepare renewal letters in a fraction of the time it takes your CSRs to do it manually with automated workflows for auto, home, and commercial renewals.

Automate Recommendations

Encourage clients to increase their coverage or fill in coverage gaps with customized automated recommendations based on their current policy.

eDocument Delivery

Give clients same-day access to policy documents via encrypted email using an automated workflow that conveniently prepares and distributes them for you.

Digital Wallet ePinkSlip

Offer policyholders the smartphone access they desire to their digital pink slips—available on Apple Wallet for iPhone users and Pass2U for Android users.

Mitigate E&O Exposure

Easily keep track of when you send out renewal letters to clients as well as when they receive and open them.


Automate Your Delivery of Insurance eDocs and ePinkSlips

Give policyholders what they want most—secure, digital access to policy documents and pink slips, plus save time and money with an automated workflow that handles all the heavy lifting. Get started now.

Personal and Commercial
Policy Changes
Applications & Forms
Renewal Documents
New Business
Other Documents
No usernames or passwords

Lets your clients skip the hassle of logging in to view their digital pink slips. With ePinkSlip, they just open their digital wallet and it's there.

Access without internet

Because it's downloaded directly to their digital wallet, your clients can view their ePinkSlip anytime — even without Internet access.

Share with others

Makes it simple for your clients to instantly exchange pink slip data with family or friends who use their car.

Live updates

Clients get instant updates when they make coverage changes so they always have the most up-to-date proof of insurance.

Lock screen for privacy

Protects your clients' privacy by restricting third-party access to other phone apps, personal information, incoming calls, and texts.

Law enforcement code

Designed with a scannable QR code so law enforcement can scan your clients' ePinkSlips without handling their device*.

*While we anticipate law enforcement systems will be updated to scan QR codes, please check with local law enforcement to see if they have this capability.

Marketing Automation

Set It Once. Benefit Forever.

Marketing is a full-time job. Let it be ours not yours. Our automated marketing solutions fully integrate with your existing AMS/BMS so you can set things up once and check back periodically when time permits for basic maintenance. While you're away, we'll be busy:

Nurturing Leads

Convert more insurance leads into clients with Pathway's automated soft and warm leads campaigns.

Saying 'Happy Birthday'

Automated Special Day email campaigns let your insurance clients know you care about their milestones.


Let monoline clients know you want to be a one-stop shop for all their insurance needs with cross-sell campaigns like Home/No Auto.

Online Reviews

Get your clients to toot your agency’s horn using Pathway’s Online Review campaigns to bolster your online reputation.

Asking for Referrals

Grow your online presence with well-timed email campaigns that make it easy for happy clients to give you a thumbs up on Yelp and Google.

Sharing Reporting

Track the success of all your Pathway campaigns so you can see where there’s room for growth, then share the detailed analytics with your team.

Triggered Email Campaigns

Pathway arms your insurance agency or brokerage with automated email campaigns that simplify the way you market to leads and customers throughout the life cycle. Each campaign is seamlessly integrated with your AMS or BMS to trigger the right email at the right time.

Prospect Campaign

Welcome Campaign

Online Review Campaign

Refer-a-Friend Campaign

Automated emails

Happy Birthday Email

5 Year Milestone Campaign

Cross-Sell Campaign

Lost Souls Campaign

Right Message + Right Time = More Sales

Our intuitive automatic trigger system delivers the right message to the right prospect or policyholder at the right time helping your business boost renewal commissions and new policy sales.

boost sales

Included with PRO Plan

Alert Clients Within Minutes

Build client loyalty with timely weather alerts and safety advice that help your policyholders take protective measures in inclement weather.

Weather Triggers


Tsunami Warning

Hurricane Warning

Tropical Storm

Heavy Rain

Lightning Storm

Blizzard Warning

Snow Squall

Freezing Rain

Significant Rainfall

Heavy Snowfall

Winter Storm

Extreme Cold

Flash Freeze

Blowing Snow

Hail Advisory

Fog Advisory

Tornado Warning

Wind Advisory

Thunderstorm Winds

Storm Surge

  • Campaigns
  • Reports
  • Statistics
  • AMS BMS analytics
  • Dashboard

Campaign Analytics

Pathway provides detailed analytics to help you discover ways to make your campaigns a success.

See who opened your emails and newsletters as well as who shares your content on Facebook, Twitter, Google+, LinkedIn and Pinterest with analytics we pull from buttons embedded in your emails.

Staying N Touch


Add Valuable Touch Points with Newsletters

If you’re not connecting with your policyholders on a regular basis, you’re opening the door for another agency or brokerage to step in and easily replace you. Show your clients you add value by sending them engaging newsletters with useful information.

target audience

Hundreds of Articles

Choose from our growing library of professionally written articles on home, auto, commercial and cautious advice.

Constant Content Renewal

With 30 new articles added to the library each quarter, you’ll always have timely articles to share with policyholders.

Upload Your Own Content

Copy and paste your own articles into the article library or sync your existing blog with Pathway to create engaging newsletters with your own content.

Self-Service Kiosk

Make your brokerage available to clients when it's most convenient for them.

Self-Service Kiosk is a multi-channel communication tool that empowers policyholders to get the information they want when they need it.

Website Chat Widget
Nick Cinger
Nick Cinger

Ready to boost your business's growth with Pathway?

Get the superior insurance marketing content and automated tools you need in order to convert more leads, renew more policyholders, and achieve your business's revenue goals this year. Check out the resources below to get started now.

Webinar Oct 31

Join Alek Mirkovich, CEO and Cofounder of Pathway, to explore how automated lifecycle marketing can help grow your insurance agency in record time.


Request a Demo

Schedule a free demo to see for yourself why Pathway is the most effective and affordable system on the market to achieve your growth goals.

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Ask a Question

Get fast answers to your questions about Pathway products, features, and the process of integrating our software seamlessly with your AMS/BMS.

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Request Demo

Schedule a free demo to see for yourself why Pathway is the most effective and affordable system on the market to achieve your growth goals.