How many contacts with email addresses are you sending to?

Csr Mate

Save on mailing costs by replacing postal mail with customizable digital email campaigns that better connect with today’s policyholder.

Workflows Included
  • Welcome Series
  • Auto Renewal
  • Home Renewal
  • Commercial Renewal
  • Newsletters
  • Claims Series

$ 297

Client Builder

Grow your brokerage with intuitive automated workflows that streamline marketing outreach tasks and integrate seemlessly with your BMS.

Includes CsrMate Workflows +
  • Prospect Series
  • Referral Series
  • Birthday
  • Cross Sell
  • Online Review
  • Milestone
  • Lost Client Series
  • + Unlimited Custom Emails

$ 447

Insure Vault

Self-service access to digital policy documents and pink slips

$ 137

Staying N Touch

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

$ 97

Storm Vision

Build client loyalty with timely weather alerts and safety advice

$ 77

Yearly Discount

$ 0


$ 297


+ $1297 setup

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.