Best Insurance Marketing Automation Solutions
Save time with insurance marketing automation
Increase productivity by implementing full insurance automation
Pathway makes marketing for insurance agencies much easier
Easy-accessible insurance marketing insights
Pathway offers great variety of insurance articles
Boost Retention Effortlessly with Insurance Marketing Automation
Revolutionize client relationships. Streamline renewals, billing, and engagement. Boost retention effortlessly with Pathway’s Marketing Automation.
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Don’t be busy, be productive
Free up your schedule to do more meaningful work. Pathway’s Marketing Automation for Insurance is designed to streamline renewals, automate billing processes, and deliver policy documents to clients.
More InfoNeed to grow your agency? Let Pathway lead the way.
Streamline the way you collect data
Forms gives you the tools to turn all your PDF questionnaires, applications, and other insurance forms into convenient online forms that policyholders can fill out and submit from their computer or mobile device.
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BPA for Insurance
We transform insurance brokerages and agencies by harnessing the power of business process automation – software robots. These digital colleagues:
- Free up your valuable resources
- Eliminate errors
- Minimize hiring needs
The age of the 24/7 customer relationship is here
With Marketing Automation for Insurance you can take your customer service to the next level by giving clients access to a dedicated self-service portal with just one click.
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Empowering Data to Work Smarter
Use Dataport API to optimize external communication, add value to data, and empower smarter data usage. Integrate CRM with PathwayPort’s Marketing Automation for Insurance for improved customer relations, data flow, and performance.
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In the past, our TSR’s were spending between 6-8 hours per day completing manual renewal reviews, now they spend 2-3 hours per day.
One-on-One Demo
See for yourself how PathwayPort's Marketing Automation makes it easier for your brokers and CSRs to attract clients and keep them happy.
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Data localization requires that initial collection, processing, and storage first occur within the national boundaries. Your companies data is stored on servers in Canada or the UK, where its processing is done at the local level.
ISO 27001 is an international standard on how to manage and maintain information security. Pathway has invested in the people, processes, and technology to protect your brokerage’s data and is ISO 27001 certified.
We are committed to ensuring protection of all personal information that we hold, and to provide and to protect all such data. We recognise our obligations in updating and expanding this program to meet the requirements of GDPR.