How many contacts with email addresses are you sending to?

Client Builder

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

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

Staying N Touch

Newsletter article library covering home, auto, commercial, life, pet & cautious advice

$ 100
/month

Insure Vault

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.

Schedule demo

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.