Pathway

Pathway ushers independent brokerages into the digital age with a full suite of automation tools that integrate seamlessly with SIG.

Our goal is to streamline renewals, deliver secure e-policies, automate billing reminders, boost customer loyalty and provide an intuitive, real-time customer experience.

Vertafore-Friendly Platform

We’ve worked closely with Vertafore over the last several years to ensure our software seamlessly integrates with SIG so you can do more with the data you already have in your broker management system, and deliver a better overall experience to your customers.

Our platform successfully syncs daily with SIG and provides two-way integration so you can access all emails and surveys right from your BMS suspenses.

Office Bot

Process client renewals in a fraction of the time it takes your staff to do them manually with automated workflows that are triggered by policy expiration dates. Streamline the tedious and highly manual approach most brokerages take when it comes to delivering policy documents and proof of insurance to clients, issuing late payment reminders, and making personalized coverage recommendations.

Office Bot- Pathway - Vertafore Canada
Marketing Bot- Pathway - Vertafore Canada

Marketing Bot

Connect with prospects and policyholders at every stage of the insurance lifecycle with broker-tested emails and automated workflows that maximize every interaction. Deliver high-converting emails that nurture your prospects and policyholders in order to grow your book of business.

Loyalty Bot

Transform your approach to customer experience with the widely respected Net Promoter Score®. Use a strategic one-question survey to pinpoint your most engaged clients for upsell and cross-sell opportunities, and identify unhappy policyholders so you can reach out, address their concerns, and increase your customer retention.

Loyalty bot
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Self-Service Kiosk

Elevate your customer service by providing policyholders with a dedicated 24/7 client portal which enables them to access their policy documents and proof of insurance, file claims, make payments, request quotes, and chat with your brokerage - all while reducing your call volume and freeing up your team’s time. Also, help clients keep track of their home inventory and contact roadside and emergency services while on the go with the convenient mobile insurance app.

Additional Features and Benefits

• Customized email designs and templates • Coverage-based recommendations for individual clients
• Daily data sync and 2-way integration with BMS • Library with hundreds of newsletters and articles for your clients
• Flexible non-binding monthly contracts • Tailored packages built around your brokerage`s current business goals
• Online learning academy with tutorials • Dedicated CSM who is available via email, slack and video chat
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Why Customers Love Pathway

Hundreds of insurance brokerages rely on Pathway to get business done faster. Press play to see why.