Features & Quick Stats
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
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