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The Best Affordable Insurance Marketing Automation Systems

Save time with insurance marketing automation

Increase productivity by implementing full insurance automation

Pathway makes marketing for insurance agencies much easier

Easy-accessible insurance marketing insights

Pathway offers great variety of insurance articles

RPA

Empower Your Team with RPA Bots

Meet your digital colleagues! From efficient policy reviews to streamlined claims processing, our RPA Bots elevate your brokerage with unparalleled automation. Explore the future of insurance operations.

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Connection Bot

Boost Retention Effortlessly with Connection Bot

Revolutionize client relationships. Streamline renewals, billing, and engagement. Boost retention effortlessly with Connection Bot`s cutting-edge automation and guaranteed results.

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Form Builder

Simplify Data Collection with Form Builder

Revolutionize form processing. Boost efficiency, reduce turnaround time, and integrate seamlessly with Form Builder. Elevate your data collection strategy effortlessly.

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Self-Service Kiosk

Empower Clients with the Ultimate Convenience of Self-Service

Revolutionize client interactions. Reduce calls, enhance service, and streamline operations effortlessly with Self-Service Kiosk. Elevate your brokerage experience today.

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DataPort API

Enhance Workflows with DataPort API

Connect effortlessly. Optimize workflows, automate data processes, and achieve unparalleled efficiency with DataPort API. Empower your brokerage with seamless integration.

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RPA Bot

RPA for Insurance

We transform insurance brokerages and agencies by harnessing the power of robotic process automation – software robots. These digital colleagues:

  • Free up your valuable resources
  • Eliminate errors
  • Minimize hiring needs
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Connection Bot

Don’t be busy, be productive

Free up your schedule to do more meaningful work. Connection Bot is designed to streamline renewals, automate billing processes, and deliver policy documents to clients.

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Need to grow your agency? Let Pathway lead the way.

Form Bulider

Streamline the way you collect data

Form Builder gives you the tools to turn all your PDF questionnaires, applications, and other insurance forms into convenient online forms that policyholders can fill out and submit from their computer or mobile device.

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Self Service Kiosk

The age of the 24/7 customer relationship is here

Take your customer service to the next level by giving clients access to a dedicated self-service portal with just one click.

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DataPort API

Empowering Data to Work Smarter

Use Dataport API to optimize external communication, add value to data, and empower smarter data usage. Integrate CRM for improved customer relations, data flow, and performance.

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In the past, our TSR’s were spending between 6-8 hours per day completing manual renewal reviews, now they spend 2-3 hours per day.

—Mandy Namisniak, Advocate Insurance

Pathway has thought of everything to make your marketing processes smooth and automated. It enables you to focus on providing your clients with exceptional customer service as well as bring in new business.

—Taryn Green, Gougeon Insurance Brokers

Working with the team at Pathway has been such an amazing experience. They have been totally committed to making our experience an outstanding one. Whenever we have a question or concern, the team addresses it the day of and has some sort of solution in place. They are very good at taking our wants and needs and making them a reality. We have no complaints working with this company, and we feel like a valued part of their team.

—Duliban Insurance

It has been a very positive experience, especially given that most insurance companies are going paperless. It has been easy to send emails to targeted groups and set up daily email delivery with insurance documents.

—Tracy Arner, AGR Insurance Brokers

I am very impressed with the software and the system is very user friendly. We have received some positive feedback from our clients - most like the quick and easy renewal reviews/surveys that are sent out by email to our clients.

—Laurie Filion, Rozon Insurance Brokers Ltd.

One-on-One Demo

See for yourself how Pathway makes it easier for your brokers and CSRs to attract clients and keep them happy.

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Data Localization

Data Localization

Data localization requires that initial collection, processing, and storage first occur within the national boundaries. Your companies data is stored on servers in Canada or the UK, where its processing is done at the local level.

ISO 27001

ISO 27001

ISO 27001 is an international standard on how to manage and maintain information security. Pathway has invested in the people, processes, and technology to protect your brokerage’s data and is ISO 27001 certified.

GDPR

GDPR Compliant

We are committed to ensuring protection of all personal information that we hold, and to provide and to protect all such data. We recognise our obligations in updating and expanding this program to meet the requirements of GDPR.

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