Joined September 2023 | Last Updated August 2024
Our core business at Pathway is centered around providing insurance agents and brokers with a powerful and user-friendly automated insurance communication platform. Our primary goal is to help our clients attract new customers and foster loyalty among existing policyholders.
Features & Quick Stats
How Pathway Helps Independent Agents/Brokers: Pathway creates intuitive automation solutions that help the most progressive insurance agencies and brokerages in the US, Canada and the UK stay connected to their customers, increase revenue, and attract new business.
Integrations: Vertafore Orange partners: AMS360, Sagitta – bidirectional integration; QQCatalyst – one-way integration, Epic & TAM – different levels of integration as an option, including full bidirectional sync; HawkSoft partners & bidirectional integration.
Partnerships: Vertafore, HawkSoft, Acturis, MAIA, IIAT, IIABCAL, IIABA-LA, IIANC, IIABAZ, IAIP, BIBA
Certifications/Awards: ISO27001
Exclusive Catalyit Deal: Yes
Marketing Reimbursement: Up to $1,000 in marketing reimbursement (MRP) from Trusted Choice.
Key Features:
- RenewalAssist Bot – Policy Comparison
- UploadAssist Bot – Carrier Portal Transfers
- ClaimsSync Bot – Claims Validator
- LossHistory Bot – Efficient Data Acquisition
- Connection Bot – Automated Communication
- Workflow Automation
- Intelligent Document Delivery
- Task Prioritization
- Automated Email Campaigns
- Cross-selling Campaigns
- Data Insights
- NPS
Website: pathwayport.com
Contact: [email protected]
Headquarters: Toronto, ON
Number of Employees: 50
Area of Operations: Worldwide
Need 1:1 Help?
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