How many contacts with email addresses are you sending to?

Renewal Automation

Streamline renewals with intuitive automated workflows that generate and distribute renewal letters, insurance policies, satisfaction surveys and more.

$ 300
/month

Core Features

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

Auto Pre-Renewal

Auto Renewal

Home Pre-Renewal

Home Renewal

Commercial Pre-Renewal

Commercial Renewal

eDelivery (eDocument Delivery)

ePinkslip (Digital Wallet Cards)

Marketing Automation

Nurture policyholders and prospects with broker-tested email campaigns that build loyalty and grow your business.

$ 300
/month

Core Features

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

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

Custom Campaign

Self-Service Kiosk

Make it quick and convenient for policyholders to chat with your brokerage, access policy documents, file an auto claim, and make a payment.

$ 225
/month

Website Widget

Mobile App

Desktop App

Email Block

Online Chat

Quote Requests

Access to Documents

Access to ePinkslip

Report Auto Claim

Make Payments
Direct bill and
Agency bill
Support

Give your brokers and CSRs the enhanced support they need to make the most of the Pathway platform by upgrading to Platinum Support.

$ 0
/month

$0 paid annually

Online Knowledgebase

Phone Support

Online Chat

Slack Channel

Account Manager

1 Video Conference per month
1 GotoMeeting
Session per month

Online Knowledgebase

Phone Support

Online Chat

VIP Slack Channel
Accelerated
response times

2 Account Managers

Access to Engineer
Remote login
available

1-on-1 Training

3 Video Conferences per month
Up to 3 GotoMeeting
Sessions per month

$ 108
/month

Yearly Discount

$ 0
/year

$0/month

15% Bundle Discount

-$ 0
/year

$0/month

Total

$ 300

CAD/month

+ $1200 setup

Frequently Asked Questions

Which AMS/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 AMS/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 AMS/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. No refunds on annual plans cancelled midterm.

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 be there to help you every step of the way.

Do you offer newsletter content?

Staying-N-Touch is an optional addon to Marketing Automation. We currently have more than 300 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. We also offer Platinum Support as an option.

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.