Affordable Pricing
How many contacts with email addresses are you sending to?
Streamline renewals with intuitive automated workflows that generate and distribute renewal letters, insurance policies, satisfaction surveys and more.
$
300
/month
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)
Nurture policyholders and prospects with broker-tested email campaigns that build loyalty and grow your business.
$
300
/month
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
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
Agency bill
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
Online Knowledgebase
Phone Support
Online Chat
response times
2 Account Managers
available
1-on-1 Training
Sessions per month
$
108
/month
paid annually
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.
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.