Custom Software Solutions Inc + Pathway
Pathway and The Broker’s Workstation combine to transform and automate complex insurance processes for brokers, helping them build and maintain strong relationships with their clients for years to come. This powerful integration provides all the automated tools needed to effortlessly process renewals faster, deliver secure e-policies, automate billing reminders, increase customer loyalty, nurture leads, and provide a 24/7 real-time customer experience.
- Non-binding monthly contracts
- Easy setup process
- Excellent customer support
Save time
Boost efficiency through automation
Streamline your brokerage and save time by replacing manual tasks with automated, intuitive workflows - allowing you to focus on growing your business.
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Increase sales
Grow your brokerage
Take the guesswork out of your marketing strategy by putting your campaigns on autopilot, and grow your brokerage for a fraction of the cost.
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Online reputation
Get glowing reviews
Turn happy clients into loyal ambassadors that boost your online reviews and give you positive feedback.
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Convenient access
Elevate your customer service
Reduce call volumes and enhance your customer experience by giving clients self-service access through their own dedicated portal.
More InfoA seamless integration with The Broker’s Workstation
Our data is hosted on Amazon Web Services (AWS) servers.
Give your customers a secure way to access their policy documents.
We handle all personally identifiable information with security and privacy in mind.
Enable policyholders to conveniently pay their invoices online, allowing you to easily track payments and speed up receivables.
Syncs with your management system every 24 hours to ensure all policy data is up-to-date
Pathway is always evolving and adding new features to add value to an already stellar product. The filters and segments are intuitive and the client service is second to none.