Product: Acturis

Type: Broker Management System

Location: London, UK


Pathway seamlessly syncs with Acturis to help insurance brokers process policy renewals in a fraction of the time it takes them to do it manually. Our automated renewal workflows are triggered by the policy expiration dates already loaded into Acturis and include engaging email templates for home, auto, commercial and custom insurance renewals.

Integration Features Include:

  • Automated Daily Sync with Acturis
  • Automated Marketing Emails for Prospects
  • Automated Renewal Workflows (Home, Auto, Commercial, Custom)
  • Automated sync of Subscription preferences
  • All communication synced back into Acturis as Activities and Tasks
  • Questionnaires/Surveys
  • Unlimited Staff Accounts
  • Follow-up Notifications and Reminders for Staff

About the Partner

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 unrivalled experience in successfully migrating data from all competitor legacy systems. Visit their website to learn more.

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