Renewals are an essential part of Insurance. Every client should be contacted prior to renewal but, sometimes, it seems there’s simply not enough time. 

Well, it doesn’t have to be that way. 

We rolled up our sleeves and went on a quest for the year-end unicorn. A solution to end all headaches. An ultimate game-changer … And there it was. Form Builder.

Is it just an upgraded product with a fancy name?

No. Its features enable you to convert all your PDF questionnaires, applications, and other insurance forms into convenient online forms that policyholders can fill out and submit from their computer or mobile device.

Any Analytics?

And then some! Armed with full Analytics and Tracking, it provides you with an opportunity to review or download all responses straight from the Dashboard and get a more precise overview of your policyholders’ responses.

Customer Service?

Yes, an entirely new level! From now on, your policyholders are given a complete digital experience. With intuitive features like auto-fill, conditional questions, page-skip logic (and more), form completion becomes a cakewalk.

Does it take forever, with all these features?

Imagine a one-click submission of applications and forms. Add a turnaround in less time than it takes you to pronounce “snail mail” or “fillable PDFs”.

OK then, but how well does it integrate?

Fully. Key data is sent back to your AMS/BMS for better analysis, less data entry and reduced E&O exposure.

Will it fit in with my brand?

Yes. You can add your logo, change the font, or adjust the template colour any way you please. 

Great. Now, the classic: what’s the price?

Pricing is available here https://www.pathwayport.com/pricing  

In short, Form Builder changes the way you collect data from your policyholders.

Actually, it streamlines the entire process.

Bulky questionnaires, applications and insurance forms are taking too much time, space, energy and money, on both sides of the broker-client communication.

From now on, it is all turned into convenient, policyholder-friendly online forms, filled out and submitted fast, from any device.

Before you’re off for a well-deserved holiday week, make sure you don’t miss out on Pathway’s end-of-2021 special: a free Form Builder trial.