PathwayPort Marketing Automation by Pathway

PathwayPort Marketing Automation

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Catalyit Premium Partner Since March 2026 | Last Updated March 2026

PathwayPort’s smart communication automation for insurance agencies enhances efficiency by streamlining operations, personalizing customer engagement, and driving policy growth and retention. In a competitive industry where manual processes slow progress, communication automation transforms how you manage policies, follow-ups, and renewals - freeing up valuable time while ensuring seamless client communication and higher retention rates. Integrated with leading BMS/AMS platforms, PathwayPort fosters business growth through higher renewal rates, more revenue per client and higher net new revenue, while elevating the client experience.

Features & Quick Stats

Key Features

  • Bi-directional integration with every major management system (Epic, Sagitta, AMS360, HawkSoft)

  • Automated Document Delivery

  • Automated Payment Reminders

  • Automated Renewal Reminders and Questionnaires

  • Automated Quote Follow-ups

  • Automated Claims Follow-ups

  • Marketing Campaigns

  • 24/7 Client Portal

Core Business

Customer Communication Automation for Insurance Agencies

How PathwayPort Marketing Automation Helps Independent Agents & Brokers

  • Pathway detects new insurance policy documents in the management system and securely delivers them to the right client, with a tailored message.

  • The platform generates and delivers pre-renewal and renewal letters to clients in a fraction of the time it takes a member of staff to complete the task manually. It also creates custom coverage-based recommendations using the data in the management system.

  • Using smart questionnaires (Form Builder), gives policyholders a chance to update brokers when there have been significant changes before the renewal date. It can also use specific answers to create custom notifications in the management system.

  • Pathway detects billing downloads and automatically updates the policyholder if they are late with the payment or there has been a cancelation.

These intuitive workflows streamline the renewal process and allow brokers to maintain an effective, clear line of communication with all of their clients. Automating the renewal process can save the average agency an estimated $4,715.0 per month through less Mailing costs and Labor costs.

 

Aside from the significant savings, there are other benefits to using automation: save time, standardized process, synchronized communication, mitigate E&O exposure, better customer experience.

 

Integrations

Bi-directional integration with every major management system (Epic, Sagitta, AMS360, HawkSoft). View all integration partners.

 

AI Capabilities

  • Email Editor AI - AI-powered email creation

  • AI Cowork - Query your data with natural language

Partnerships

Vertafore, HawkSoft, Acturis, MAIA, IIAT, IIABCAL, IIABA-LA, IIANC, IIABAZ, IAIP, BIBA

Certifications & Awards

  • Important company certifications: ISO27001, ISO9001

  • Relevant industry awards or distinctions: Service Provider of the Year - Hedron Network UK

Subscriber Deals

Additional 10% off your first annual subscription