Affordable Pricing
How many contacts with email addresses are you sending to?
Basic
Ease into automated insurance marketing with our most affordable plan
$
150
/month
Plus
Streamline your renewals and boost efficiency with the power of automation
$
300
/month
Pro
Arm your brokerage with a full range of tools to maximize growth and retention
$
450
/month
Core features and automated workflows included
Automated Daily BMS Sync
Unlimited Staff Accounts
Send Unlimited Emails
Reporting & Statistics
Newsletter Sign Up Forms
Surveys
Attach Files
Segment Contact Lists
Dispatch Email Reviews
Welcome Campaign
Auto Pre-Renewal
Auto Renewal
Home Pre-Renewal
Home Renewal
Commercial Pre-Renewal
Commercial Renewal
eDelivery New
Prospect Series
Cross-sell Campaign
Refer-a-friend Campaign
Online Review Campaign
Automated Newsletters
Happy Birthday Email
5 Year Milestone Campaign
Claims Series
Lost Clients
StormVision Weather Alerts
Optional Addons
Newsletter article library covering home, auto, commercial, life, pet & cautious advice
$
100
/month
Self-service access to digital policy documents and pink slips
$
150
/month
Yearly Discount
$
0
/month
Total
$
300
CAD/month
+ $1200 setup
Frequently Asked Questions
Which BMS platforms does Pathway integrate with?
We currently integrate with PowerBroker, TAM, EPIC, SigXP and The Broker’s Workstation. Integration with these BMS platforms is included. Contact us if you have a different BMS.
What is a workflow?
An email workflow is a single email or series of automated emails that are sent based on client behavior, weather information, or data within your BMS. Examples of workflows include welcome emails, weather warnings, and online review requests.
What are weather warnings?
Weather warnings are emails triggered by local weather data. They alert clients about potentially dangerous local weather conditions and offer tips for keeping them and their property safe.
Am I locked into a long-term contract?
No, you are not locked in. You can upgrade, downgrade or cancel your account at any time.
Can I send attachments?
Yes, with the Pro or Ultimate plans you can upload your attachments, and Pathway will host your files and provide a download link that you can present as an image, text link or button link.
Do you offer pre-written emails?
Yes, we offer pre-written emails with every workflow. You can choose to use them as-is or edit them to better suit your needs.
Does Pathway help me get setup?
Yes, after you sign up, we’ll schedule a meeting to discuss which workflows you would like to include. Then, our team will set up all the workflows and emails for you.
Do you offer newsletter content?
Yes, all plans include access to our growing library of newsletter content. We currently have more than 150 articles. You can send them out manually, or we can set them up to send automatically for you.
Does Pathway offer training?
Yes, in addition to getting everything set up for you, we’ll train someone from your team to create new campaigns or edit existing ones.
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.