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Affordable pricing for insurance automation from Pathway.

See Pathway's pricing list for insurance marketing automation solutions

Fast and automated insurance billing processes

Pathway makes marketing for insurance agencies much easier - check our pricing list

Save time with insurance marketing automation

400+ brokers across UK, USA & Canada

Insurance Pricing for Automation That Drives Growth

Automate renewals, billing reminders, and client communication.

Marketing Automation Forms BPA Self-Service Kiosk DataPort API

How many contacts with email addresses are in your AMS/BMS?

CAD USD GBP EUR
Monthly Yearly 10% off

+ $1995 One Time Data Sync

BPA

Allow staff to focus on more valuable client-facing activities by automating repetitive tasks

Let’s talk
Talk to Sales
Marketing Automation

Marketing Automation is designed to enhance your relationships by automating communications and delivering policy documents

$ 449
/mo
Onboarding
Managed Workflows
7 during onboarding
Training Sessions
1-on-1, twice a month
Managed Email Templates
Limited to Onboarding
Managed Execution
No
Support Tier
Standard
Contract Terms
Monthly or 1–3 years

Core

  • Automated Daily BMS Sync
  • Unlimited Staff Accounts
  • Send Unlimited Emails
  • SMS Texts (500 included)
    500 Free SMS Texts
    Local / Toll Free Numbers Available

    $0.015 SMS Price

  • Reporting & Statistics
  • Lead Gen Forms
  • Segment Contact Lists
  • Attach Files
  • Dispatch Email Reviews

Show all workflows Hide workflows

Optional Add-on

eDelivery

$225 /mo
Ultimate+

For agencies and brokerages that want execution, acceleration, and measurable growth. Done-for-you. Built to scale.

Let’s talk
Talk to Sales
Onboarding
Managed Workflows
50 / year + maintenance
Training Sessions
Up to 5 members · 4x/month
Managed Email Templates
Included
Managed Execution
Fully Managed
Support Tier
  • Premium Support
    Dedicated Level 3 Client Success Managers
    Direct Jira Access
    SLA-backed Tickets
    Proactive Recommendations
    Roadmap Alignment Conversations
Contract Terms
1–3 years

Ultimate+ exclusive

  • Workflow Maintenance Throughout the Year
  • Forms / Questionnaires Setup Included
  • Dynamic Branding — Multiple Brands
    • •Support multiple brands seamlessly
    • •Assign dynamic brand templates by branch
    • •Control franchise-level branding
    • •Send identical campaigns across brands
  • Advanced User Permissions & Branch Access
    • •Single Sign-On (SSO)
    • •Full Audit Logging
    • •Granular User Permissions
    • •Branch-level Data Access
All Marketing Automation features included
Forms

Convert your PDF questionnaires, applications, and other insurance forms into convenient online forms

$ 49
/mo
At a glance
Onboarding
30 days
Custom Emails
3 included
Branding
Fully Branded to Your Agency
Support
Unlimited Chat Support

Features included

  • Unlimited Forms
  • Premade Mobile-Friendly Templates
  • Integrate with Automated Journeys
  • Create New Segments Using Responses
  • Secure Client Sign-In from Email
  • Form Auto-Complete
  • Conditional Questions
  • Dashboard with Analytics
  • Trackable for E&O
  • Push Form Data Back to AMS/BMS*
  • Exportable Reports
  • Setup Completion Alerts for CSRs
Self-Service Kiosk

Self-service access to policy documents, file an auto claim, make payments and more

$ 149
/mo
+ $749 Kiosk Setup
At a glance
Onboarding
30 days
Custom Emails
3 included
Branding
Fully Branded to Your Agency
Support
Unlimited Chat Support

Features included

  • Website Widget
  • Mobile App
  • Desktop App
  • Login from Email
  • Online Chat
  • Quote Requests
  • Access to Documents
  • Proof of Insurance
  • Report Auto Claim
  • Make Payments
    Direct Bill
    Agency Bill
  • Home Inventory Tracker
  • Roadside and Emergency Services
DataPort API

DataPort API connects your Pathway account with other apps helping you automate workflows

$ 100
/mo
+ $995 one-time DataPort API Setup
At a glance
Developer Support
Included
API Documentation
Full Access
Support
Unlimited Chat Support

Features included

  • Read Contact Data
  • Write Back Contact Data
  • Read Policy Data
  • Write Back Policy Data
  • Read Edoc Data
  • Write Back Edoc Data
  • Write Back Events
    Activities / Abeyances / Suspenses
  • Actions in Flows
    Push custom Activities back to your BMS from within a Flow.

Why PathwayPort

Reduce costs, increase retention, and eliminate manual work

80%

Reduction in manual client communication work

3%

Increase in client retention and new revenue opportunities

E&O

Risk reduced through full audit trails on every interaction

5%

Increase revenue per client through additional coverage proposals

Customer Stories

What our customers say

“Mike Greenwood and the Pathway team are fantastic! Always prompt and friendly in replies and so easy to work with.

I highly recommend the Pathway platform for any Insurance brokerage!”

Andrew Shareski

Costen Insurance

“Pathway not only takes away or automates jobs, It’s also freeing up our team to concentrate on value -adding tasks. We use it to communicate with our clients in an automated fashion based on very specific criteria and emails designed in our brand image. Pathway exposes clients to our brand. It helps our productivity. It helps our follow-ups.
It saves money.“

Bob Mainguy

Acces Conseil

“We have been on our Pathway journey for a couple of years now and have developed a great relationship with Darko and Luke during this time. They have helped us set up 150 + renewal delivery workflows, and we are now expanding into their new Flows program, which will allow us more flexibility and better communication internally as well as with our own customers.

Thank you for all you do!”

Valerie Guilbault

AA Munro Insurance

Trusted by hundreds of brokerages globally

Don't take our word for it. Read what our customers say

Software Advice
Capterra
GetApp

4.9 · 65 Google Reviews

Frequently Asked Questions

FAQ

Pricing depends on your brokerage’s size, number of users, and the level of automation required. Most brokerages choose a plan based on how many workflows they want to automate across renewals, billing, document delivery, and client communication. Ultimate+ includes unlimited workflows and emails, and for 20% more, our team handles everything—you just tell us what to automate.

Most brokerages choose an annual subscription, which includes onboarding, support, and platform updates. The PathwayPort team will recommend the most suitable plan based on your brokerage’s needs and growth goals. Get a contract for 3 years or more and save 20% .

Yes. Onboarding and ongoing support are included. Our team helps with setup, workflow configuration, training, and ongoing optimization to ensure you get measurable results from automation.

Yes. PathwayPort integrates directly with leading Broker Management Systems (BMS/AMS). It pulls client and policy data to trigger automated workflows and logs activity—such as email opens, form completions, and document downloads—back into your system.

PathwayPort offers advanced two-way integration. It not only reads data from your BMS to automate communication but also writes activity back—logging emails, forms, and document interactions directly into the client record. This creates a complete audit trail without manual work.

Brokerages typically reduce manual communication work by up to 80%, increase client retention by 2–3%, and save hours of administrative time per employee each week—all while improving client experience and compliance.

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