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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 Insly?

Insly provides a wide array of software solutions that can be customized with your own unique modules, enabling you to optimize and fully automate the essential processes required to successfully run an insurance business. The platform encompasses all necessary components, including forms, workflows, a rating engine, a document template creator, an endorsement library, capacity management, and various other features. It offers built-in support for broker channels, ensuring effortless integration into your existing systems. Through APIs, users can access all functionalities, which helps in crafting an ideal Direct-to-Consumer experience. Standardized cases for new sales, mid-term policy adjustments, and renewals can be automated without any complications. Moreover, all premium accounting operations are handled efficiently, allowing for the generation of bordereaux and management reports with just a click. You also have the ability to create tailored reports and integrate third-party data, which significantly aids underwriters in the decision-making process. Additionally, the platform seamlessly aligns with your entire technology ecosystem, whether it involves legacy systems or modern solutions. This adaptability guarantees that your insurance operations are conducted smoothly and effectively, ultimately propelling your business towards greater success.

Media

Media

Integrations Supported

20Miles
Applied Epic
HawkSoft
NowCerts
QQCatalyst
Vertafore AMS360

Integrations Supported

20Miles
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

$35 per user per month
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

Insly

Date Founded

2001

Company Location

United Kingdom

Company Website

www.insly.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

Insurance Claims Management

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

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