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 […]

What is Insurance Automation and Why Does it Matter for UK Brokers? Insurance automation leverages technology to transform manual, paper-based tasks into streamlined digital workflows. By automating core processes—like policy setup, claims intake, document generation, client communication, and renewals—insurance providers can boost efficiency, enhance accuracy, ensure compliance, and deliver a better overall customer experience, all […]

Table of Content: How to deliver personalized customer experience in insurance? The insurance industry is evolving fast — so are your clients’ expectations. Today’s customers want immediate responses, personalized experience, and seamless service. For insurance brokers and agents, meeting these demands while managing day-to-day operations can feel like an uphill battle. That’s where insurance marketing […]

Leverage Smart Strategies to Boost Your Insurance Business Profitability In today’s competitive insurance landscape, insurance agencies and brokerages need innovative ways to enhance revenue, improve client relationships, and optimize operations. Cross-selling is one of the most powerful strategies to help insurance professionals increase policy sales, maximize customer value, and build long-term loyalty. However, manually tracking […]

In a world where instant connections matter, client communication can make or break your business. Especially for insurance brokers and agents, staying in touch with clients is key to retaining their trust and loyalty. That’s why PathwayPort introduced its SMS Marketing feature—a revolutionary tool that transforms how brokers and agents engage with their clients. What […]

Email marketing delivers great results and a solid ROI. This article covers the best practices when running an email marketing automation campaign.