Build lasting relationships with personalized messages, bespoke customer journeys, smart automation and in-depth insights.

What makes us unique?

Customer-centric solutions, built to help insurance agents focus on growing their business on autopilot. Pathway enables more efficient client and workflow management, working with the data in your AMS and deep segmentation options that allow you to target more specifically than ever before.

Features and Workflow

Pathway helps forward-thinking insurance agencies and brokerages stay connected to their customers, increase revenue, and attract new business.

• Office Bot: Office Bot is designed to streamline renewals, automate billing processes, and deliver policy documents.
• Marketing Bot: Marketing Bot helps your agency focus on growth using online reviews, cross-sell and much more.
• Form Builder: Form Builder gives you the tools to turn all your PDF questionnaires and applications into convenient online forms.
• Self-Service Kiosk: Take your customer service to the next level by giving clients access to a dedicated self-service portal.