Marketing Automation

Boost Retention Effortlessly with Marketing Automation for Insurance

Revolutionize client relationships. Streamline renewals, billing, and engagement. Boost retention effortlessly with Pathway’s Marketing Automation.

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Streamline insurance-related tasks with automated workflows.

Workflow automation

Automate Insurance Operations and Stay Lean

Let our intuitive workflow automation do the heavy lifting for you. Generate and deliver pre-renewal and renewal letters to your clients in a fraction of the time it takes to do it manually.

Digital documents

Intelligent Document Processing and Delivery

To help you save time, Pathway’s Marketing Automation instantly detects specific new insurance policy documents in your management system and securely delivers them to the right client, with a tailored message.

Prioritize tasks

Eliminate Manual Processes in Insurance

Put to rest the tedious manual approach to managing billing reminders. Focus instead on what you do best, and grow your brokerage instead of collecting payments on business you already have.

Deeper connections

Better Customer Engagement

Effortlessly onboard new clients and keep them engaged year-round with Pathway’s automated, trigger-based email campaigns for insurance. Let Pathway’s Marketing Automation do the work for you!

Drive revenue growth with insurance-focused marketing automation.

Increase revenue

Your Secret Weapon to Boost Insurance Sales

Marketing Automation makes it quicker and easier for you to attract new clients, retain more of your existing ones, and win back some of the accounts you’ve lost along the way.

Leverage email marketing automation to cross-sell insurance products.

Offer More Than a Single Purchase

Cross Sell With Ease

Let your clients know that you are the one-stop shop for all their insurance needs with engaging cross-sell campaigns.

Access a dashboard to track all email marketing activities.

Powerful Dashboards

Data-Powered Insurance Reporting

Track the success of your campaigns so you identify room for growth, and then share the detailed analytics with your team.

Automate customer reviews to boost your brokerage’s Net Promoter Score (NPS).

Customer Satisfaction

Increase Your Net Promoter Score

Fortune 100 companies have used Net Promoter Scores® for years as a proven metric to transform their approach to customer experience, and gain deeper insights into their standing with clients.

In the past, our TSR’s were spending between 6-8 hours per day completing manual renewal reviews, now they spend 2-3 hours per day.

—Mandy Namisniak, Advocate Insurance

Trusted Marketing Automation for Insurance Agencies and Brokerages.

Customer Success

Frequently Asked Questions

Marketing automation for insurance agencies and brokerages helps replacing manual tasks with automated workflows, saving time, minimizing errors, and improving efficiency. It enables better tracking of customer interactions, streamlines processes like pre-renewal outreach or client onboarding, boosts ROI and sales through targeted campaigns, and enhances productivity by allowing teams to focus on strategic activities. Additionally, it offers seamless delivery of digital documents, further enhancing customer experience and operational efficiency. PathwayPort’s marketing automation helps you attract new clients faster, retain more of your existing customers, and even win back lost accounts, making it an indispensable tool for growth and success.

PathwayPort helps insurance agencies and brokerages to seamlessly integrate marketing automation with their Brokerage Management System (BMS) to streamline operations, improve client engagement, and drive growth. By syncing the data between the two systems and pushing updates back to the management system, you can automate key workflows like renewal reminders, lead nurturing, claim followups, document delivery, internal team’s notifications, and much more. PathwayPort works with major BMS platforms to support direct integrations with marketing tools or offer APIs for custom connections. This integration enables real-time updates, personalized communications, and advanced reporting to track campaign performance and ROI, allowing your team to focus on building client relationships with enhanced efficiency and productivity. Schedule a call with our sales team to discuss Pathway's integration with the system you are using.

Automated marketing automation workflows streamline processes, save time, minimize errors for insurance agencies and brokerages ensuring secure and timely communication, helping boost retention and sales. Additionally, real-time analytics provide actionable insights into campaign performance and client behavior, enabling agencies and brokerages to make informed decisions. These workflows standardize insurance operations and processes, allowing teams to focus on strategic growth and building stronger customer relationships.

Renewal and Pre-Renewal Workflows: Automate sending renewal notices and surveys.
Billing Reminders: Automatically notify clients of late payments.
Cross-Sell Campaigns: Engage clients with additional insurance offerings like home or auto policies.
Online Review Campaigns: Encourage satisfied clients to leave positive reviews, enhancing your brokerage’s reputation, and Net Promoter Score.

PathwayPort helps UK brokerages meet the requirements of Consumer Duty Law by ensuring transparency, accountability, and customer-focused operations. PathwayPort supports compliance with Consumer Duty regulations by streamlining transparent and timely communications, such as renewal notices, billing reminders, and secure e-document delivery. Its personalized workflows, like NPS surveys and cross-sell campaigns, ensure fair treatment and customer-focused interactions. Advanced analytics provide insights into client behavior, while automated processes maintain compliance records and regulatory timelines. By simplifying operations and empowering clients with clear, relevant information, PathwayPort helps insurance agencies and brokerages meet Consumer Duty standards while enhancing customer satisfaction and operational efficiency.

Marketing Automation for insurance to help you generate more time for your team.

Find out how marketing automation for insurance can boost your efficiency while empowering your team.