Catalyit Live Sessions

PathwayPort Live Demo

May 7 @ 2:00 PM - 3:00 PM ET
Free for Basic & Full Access Agency Subscribers

Administrative work continues to pile up inside agencies — from renewal reminders and billing follow-ups to ongoing client communication. At the same time, client expectations are rising, and teams are being asked to do more with less.

In this Catalyit Live Demo Lounge, Nemanja Ivanovic of PathwayPort will demonstrate how agencies can automate client communication and streamline workflows through deep integrations with leading Agency Management Systems.

You’ll see real-world examples of how agencies are reducing manual work, improving consistency, and staying better connected with their clients across the policy lifecycle.

If your team is spending too much time on repetitive admin tasks or struggling to maintain consistent communication, this session will show you a more scalable approach.

What You’ll Learn:

• How to automate client communication across renewals, new business, and service workflows
• How to streamline and standardize internal processes to reduce manual work
• How to improve efficiency without adding additional staff
• How to reduce E&O risk through consistent communication and documentation
• How to better manage your book of business with automated touchpoints

Why It Matters:

• Agencies are facing increasing client expectations and regulatory pressure
• Hiring challenges are limiting internal capacity
• Manual workflows create inconsistencies and increase risk
• Missed or delayed communication can negatively impact retention
• Automation helps agencies scale operations without adding overhead

Things to Think About:

• How much time is your team spending on admin tasks each week?
• Are your client communications consistent across your entire book of business?
• Where are manual processes creating bottlenecks in your workflows?
• Are renewal and billing reminders being handled proactively or reactively?
• What would it look like to automate your most repetitive processes?

Speakers:

Nemanja Ivanovic Head of Sales PathwayPort