CRM integration and insurance marketing automation go hand in hand, but in insurance the “CRM” is actually Agency Management System (AMS) or Broker Management System (BMS).

Policyholders don’t care how your systems talk; they care how quickly you respond. That’s where PathwayPort makes the difference. By turning policy, billing, and claims events into timely, personalized outreach, every interaction feels proactive instead of reactive. Beautiful emails and smart workflows only deliver value when the data behind them flows seamlessly, and that requires connecting directly to your AMS/BMS.

PathwayPort insurance marketing automation platform bridges this gap by enabling clean, two-way data sync, transforming client and policy data into powerful automation that helps agencies and brokerages deliver faster, more personalized service at scale.

Why PathwayPort Is Different from Generic Marketing Tools

1) Insurance-Native, CRM-Integrated – Not Retrofitted

Most generic marketing automation platforms struggle in insurance, requiring complex workarounds that still leave critical gaps. PathwayPort, by contrast, is built specifically for insurance, focusing on the “last mile” of operations: renewals, billing notifications, document delivery, and policyholder communications. These are exactly the areas where generic tools struggle to automate effectively.

Insurance agencies and brokerages use PathwayPort to:

• Streamline renewals
• Automate billing processes
• Deliver documents securely at scale

By removing repetitive manual tasks, PathwayPort frees teams to focus on retention and revenue instead of resending documents or chasing down renewals.

2) Strong Integrations with Leading BMS/AMS

Your system of record stays the source of truth. PathwayPort integrates with major Agency Management and Broker Management platforms like Acturis, Applied Epic/TAM, Power Broker, SIG, Vertafore (AMS360 and Sagitta), HawkSoft, and more, supporting two-way syncing so audience segments and triggers stay accurate.

3) More than 150 Insurance Workflows Ready to Launch

PathwayPort supports a wide range of insurance business operations:

• Renewals & pre-renewals
• Billing reminders
• Proof of insurance delivery
• Claims notifications
• Cross-sell & upsell campaigns
• NPS® and review requests

These aren’t generic CRM playbooks. They’re insurance-native workflows built around lifecycle events.

This is the main reason you need and insurance-native platform. Check out our main objection/rebuttals guide for choosing an insurance marketing automation platform.

4) Self-Service Portal with CRM Integration

A 24/7 self-service kiosk gives policyholders the convenience they expect and frees your team from repetitive tasks. Customers can instantly access documents like pink slips, make secure online payments, or submit quick forms for claims and updates and all without calling the office. Live chat ensures support is always within reach, while your staff can focus on higher-value work. The result? Happier customers, fewer calls, and a more efficient business.

5) In-Depth Analytics – See What’s Working

PathwayPort provides dashboards with insight into open rates, CTR, completions, forms, NPS score and campaign performance, so you can double-down on what converts.

PathwayPort Feature Rundown (what marketers care about)

• Email & SMS automation: event-triggered, based on insurance data.
• Automated workflows: launch pre-renewal, renewal, billing, claims, and upsell campaigns.
• Rich template library: access proven email and content templates built for insurance.
• Forms & form builder: collect policyholder data, route it automatically into workflows.
• NPS®/review requests: ask at the right moment, feed back into retention strategies.
• Analytics & dashboards: track opens, CTRs, form fills, and renewals.
• Self-service portal (Kiosk): let clients access docs, payments, and live chat anytime.
• eDelivery: send proof of insurance, renewals, policy docs, and billing notices electronically, securely, and instantly while cutting mailing costs and admin time.
• APIs (DataPort): customize integrations if you need advanced workflows.

AMS/BMS Integrations Explained

Here’s a quick intro to the leading AMS/BMS platforms PathwayPort integrates with.

Acturis

A cloud-based insurance Broker Management System widely used in the UK, Canada, and globally. Known for its scalability, Acturis centralizes policy, claims, and client data, making it a strong foundation for insurance agencies and brokerages wanting modern digital workflows. Lean more.

Applied Epic

One of the most popular management systems in North America. Epic offers deep policy, billing, and accounting features. Integration with PathwayPort ensures renewal reminders, eDelivery, and campaigns are always synced with up-to-date client data. More information about AppliedEpic.

Applied TAM

A legacy system still in use by many agencies. PathwayPort’s integration helps agencies modernize without overhauling their core BMS, extending TAM with automation and client engagement tools.

Vertafore AMS360 & Sagitta

Vertafore platforms are staples for mid-size to large agencies. AMS360 emphasizes efficiency and accounting, while Sagitta supports enterprise-level agencies. PathwayPort ensures these systems can drive automated, digital-first communication at scale.

Power Broker

A Canadian-focused BMS known for flexibility in managing commercial and personal lines. PathwayPort helps agencies using Power Broker deliver automated communication, renewals, and eDelivery without manual re-keying.

SIG

Specialized Insurance Group (SIG) provides a customizable Agency Management System for brokers and MGAs. With PathwayPort, SIG users can connect their flexible back office with robust marketing automation.

HawkSoft

Popular among independent agencies, especially in the U.S., HawkSoft is praised for usability and customer service. PathwayPort adds advanced client engagement, NPS surveys, and automated renewals on top of HawkSoft’s core strengths.

80% Less Paperwork, 100% More Productivity

Insurance brokerages and agencies report eliminating large chunks of repetitive admin with PathwayPort, such as automating renewals, reminders, document delivery so producers and CSRs spend more time on revenue and retention, not resending PDFs. Pathway even cites up to 80% admin time saved through the automation.

How PathwayPort compares to generic marketing platforms

Requirement	Generic tools	PathwayPort
Insurance-native triggers	Usually custom work	Built-in (policy/claims/billing/renewals)
AMS/BMS integrations	Limited or one-way	Two-way with major BMS/AMS systems
Document delivery	Manual or separate tool	Automated eDelivery
NPS/reviews in-flow	Add-on	Integrated workflows
Self-service portal	Not included	Kiosk for docs, payments, chat

Quick Implementation Roadmap (what to do next)

1. Map your data: confirm core fields and policy events available from your AMS/BMS.
2. Connect PathwayPort: enable the integration (e.g., Acturis, Epic, AMS360, etc.) and verify two-way sync. Read our full guide.
3. Start with 3 workflows: pre-renewal, renewal, and billing reminders (highest impact/lowest lift).
4. Add NPS/review capture post-service or post-renewal to boost retention and reviews.
5. Layer in cross-sell segments and proof-of-insurance automations. PathwayPort
6. Measure & iterate in the dashboard (opens, CTR, completions, renewals).

FAQs

Is PathwayPort a CRM?
No. It’s insurance marketing automation that integrates with your CRM/AMS/BMS to orchestrate communications, documents, and workflows driven by policy data.

Does it support NPS and reviews?
Yes. You can automate NPS®/review requests and even connect to Feefo for verified reviews.

Can I send both email and SMS?
Yes. PathwayPort supports email and SMS automation triggered by insurance events. Learn more here.

What about a client portal?
PathwayPort includes a Self-Service Kiosk for documents, payments, and chat to reduce inbound requests.

Which AMS/BMS does it integrate with?
Acturis, Applied Epic/TAM, Power Broker, SIG, Vertafore (AMS360/Sagitta), HawkSoft, and more. See the full list here. Plus API options via DataPort for custom workflows.

BOOK A DEMO:

If your goal is to replace manual busywork with dependable automation, keep policy data in sync, and get clear visibility into performance, PathwayPort delivers the most complete, insurance-native stack and it plays nicely with the AMS/BMS systems agencies already use.

Check out how other brokerages and agencies have improved their business operations.

BOOK A DEMO: https://www.pathwayport.com/book-demo?utm_source=website&utm_medium=homepage-blog