Most insurance brokers focus intensely on the renewal date itself – but the real battle for client loyalty is won (or lost) in the 90 days before that date. Here are the seven touchpoints your insurance brokerage is almost certainly missing and why fixing them could be your single biggest growth lever this year. According […]

Manual processes still slow down many insurance brokerages and agencies, especially when teams juggle submissions, renewals, billing, and service requests across email, PDFs, and agency systems. Modern workflow automation software helps insurance teams standardize repeatable steps, reduce delays, and improve accuracy across the insurance workflow lifecycle.​ PathwayPort offer the essential workflows insurance brokerages and agencies […]

Insurance marketing automation is the use of software, data, workflows, and AI to attract leads, nurture prospects, retain policyholders, and trigger timely communications without relying on manual follow-up for every interaction. In 2026, it has moved from a “nice to have” to a core growth capability for agencies, brokerages, and carriers that need to personalize […]

PathwayPort Forms: Transform Insurance Data Collection, Skyrocket Agency Efficiency Stop wasting 6–8 hours daily on manual renewals, reviewing PDFs, chasing incomplete info, and re-entering data into your AMS/BMS systems. PathwayPort’s cloud-based Insurance Forms Builder converts PDFs into smart, mobile-friendly online forms, saving 80% admin time, $100K+ annually, and boosting retention by 20–30%. Manual Data Collection: […]

Workflow automation software for insurance is reshaping how insurance brokers manage policy administration and those not adapting are already falling behind. Insurance brokers face relentless pressure: manual policy admin consumes up to 40% of time, claims delays drive churn, and generic communication misses high-value cross-sell opportunities. Workflow automation software solves this by turning your BMS/AMS […]

The Hidden Cost of “Small” Tasks in Insurance Agencies Insurance automation for agencies addresses the real problem: productivity isn’t lost to one bottleneck, but to many small, repetitive tasks. They lose it through hundreds of small, repetitive tasks happening every day: Individually, each task feels manageable. Collectively, they create operational drag that limits growth. According […]