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What is Pathway Insurance Software?

By implementing automated workflows that activate according to policy expiration dates, client renewals can be completed significantly faster than manual processes. Utilizing broker-approved emails and automated systems that enhance every interaction allows for effective communication with both prospects and policyholders throughout the entire insurance lifecycle. Additionally, by leveraging the highly regarded Net Promoter® survey tool, you can enhance your online reviews and turn around dissatisfied clients, thereby improving overall customer satisfaction. Furthermore, providing policyholders with 24/7 online access to their policy documents, proof of insurance, and billing information can lead to a decrease in call volume and an enhanced customer experience. Discover how Pathway simplifies client attraction and retention for your customer service representatives and brokers. Explore the transformative impact of automated marketing solutions on the operations of agents and brokers, as they adapt to the evolving landscape of the insurance industry. This innovative approach not only streamlines processes but also fosters stronger relationships with clients.

What is Broksy?

Our platform is meticulously crafted to empower users, allowing for the seamless creation of new products and services while independently managing the entire system without requiring IT support. It facilitates real-time definition of business processes and procedures! Our all-encompassing insurance software solutions serve the organization as a whole, offering flexible CRM features alongside pre-configured add-ons specifically designed for Insurance and Brokerage sectors. Each workflow is fine-tuned through automation, ensuring that personnel consistently follow established business guidelines. All actions and data are carefully monitored and centralized, making access and analysis straightforward. As you prioritize converting leads into clients, it becomes essential to maintain thorough records of each client and their sales history. By capturing vital client policy details—including effective dates, renewal rates, premiums, plans sold, carriers, and other relevant information—agents can better cater to client needs while enhancing their sales effectiveness. This strategy not only boosts client satisfaction but also plays a significant role in driving overall business success and expansion. The ability to analyze and adapt these processes further strengthens the foundation for sustained growth and innovation.

Media

Media

Integrations Supported

Applied Epic
HawkSoft
NowCerts
QQCatalyst
Vertafore AMS360

Integrations Supported

Applied Epic
HawkSoft
NowCerts
QQCatalyst
Vertafore AMS360

API Availability

Has API

API Availability

Has API

Pricing Information

$120 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Pathway

Date Founded

2016

Company Location

Canada

Company Website

www.pathwayport.com

Company Facts

Organization Name

Broksy

Date Founded

2016

Company Website

broksy.com

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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