5. How PathwayPort Simplifies Email Marketing Automation6. Pre-built, Branded Templates7. Workflow Triggers by Event or Interest8. Multi-Channel Messaging: Email, SMS & Internal Notifications9. Dynamic Merge Tags for Personalization10. Policy-Based Segmentation and Timing Insurance agencies and brokerages today face rising client expectations and limited time. That’s where email marketing automation comes in, as it streamlines communication, […]

Table of Contents: PathwayPort + Feefo: A Smart Automation & Review Collection Powerhouse PathwayPort, the leading insurance marketing automation platform, now seamlessly integrates with Feefo, the trusted verified review solution. Together, they empower brokers with a complete, automated feedback and engagement engine—driving client satisfaction, compliance, and revenue growth. This integration transforms everyday client interactions into […]

Brands today are always under the microscope of public scrutiny. This article takes a look at strategies to maintain your public image and reputation.

Table of Contents Automated insurance claims are quickly becoming essential in today’s insurance landscape, where speed, accuracy, and customer-centricity are no longer optional—they’re expected. Traditional, manual claims processing is fast becoming obsolete. Outdated workflows, data entry bottlenecks, and slow communication aren’t just inefficiencies; they’re strategic vulnerabilities that cost brokerages and agencies time, money, and customer […]

Table of Contents Why Insurance Automation Matters For Insurance Agency Follow-ups in insurance refer to the ongoing communication touchpoints insurance agency or brokerage have with clients throughout the policy lifecycle. These include reaching out to leads, sending payment reminders, issuing policy renewal notices, following up on claims, and promoting additional coverage options. For brokers and […]

Table of content: Insurance automation is essential for meeting modern customer expectations and staying competitive. It eliminates time-consuming manual tasks, reduces operational costs, and ensures regulatory compliance. By automating processes like claims handling, policy renewals, and client communications, insurance agencies and brokerages can improve accuracy, scale efficiently without hiring, and deliver faster, more personalized service […]