Table of Contents

1. Introduction: Why Integration Matters for UK Brokers
2. What Is Acturis-and Why It’s the Backbone of UK Brokerages
3. Meet PathwayPort: Insurance Marketing Automation Made Easy
4. How the Acturis + PathwayPort Integration Works
5. Top Benefits for UK Brokers
6. Overcoming Today’s Brokerage Challenges
7. Why This Integration Is Built for the UK Market
8. Insurance Broker Success Stories
9. Conclusion: Scale Smarter with Acturis + PathwayPort

How Acturis + PathwayPort Integration Supercharges UK Brokers

As a UK insurance broker, you’re facing a new era of rising client expectations, tighter regulatory demands, and increasing competition. To stay ahead, you need tools that don’t just make life easier-they must drive real performance, support FCA Consumer Duty requirements, and scale with your business. That’s where insurance marketing integration solutions come in. By connecting your broker management system-like Acturis-with powerful marketing automation tools such as PathwayPort, you can streamline client communications, automate renewals and lead nurturing, and keep your data accurate and compliant across platforms.

This integration empowers brokerages to deliver timely, personalised, and consistent client experiences, reduce administrative workload, and grow efficiently in today’s competitive, regulation-driven market-making Acturis + PathwayPort a true game-changer.

First, What Is Acturis?

Acturis is the UK’s leading cloud-based broker management system (BMS), trusted by thousands of brokers to handle everyday insurance operations-from quote and bind to renewals and reporting. It’s fast, reliable, and built for the complexity of the UK insurance market.

PathwayPort, on the other hand, is a powerful marketing automation platform designed specifically for the insurance industry. It enables brokers to automate client communication, send personalised email campaigns, manage renewals, and collect feedback-without lifting a finger.

Insurance Marketing Integration Built for UK Brokers

The integration between Acturis and PathwayPort connects your BMS with best-in-class marketing automation, allowing seamless data flow and workflow automation. Here’s what that means in practice:

✅ Automated Renewal Journeys
No more chasing clients manually-send pre-renewal emails, reminders, payment notices, and confirmation follow-ups automatically. Meet FCA expectations for proactive client engagement.

✅ Streamlined Compliance with Consumer Duty
FCA’s Consumer Duty places more responsibility on brokers to ensure communications are clear, timely, and tailored to client needs. This integration helps by:

• Automating personalised policy updates
• Sending consistent, compliant messaging
• Logging all touchpoints for full audit trails
• Minimizes risk and omissions

✅ Better Underwriting Submission With Accurate Data
Boost underwriting success with data-driven customer intelligence and two-way syncing between Acturis and PathwayPort. Say goodbye to outdated client info, duplication, and missed updates-ensure every submission is comprehensive, current, and complete.

✅ Improved Client Retention
Generate more business without more staff. Automated lead campaigns convert prospects while your team focuses on high-value tasks. Check out our Insurance Automation Best Practices guide.

✅ Self-Service Client Portals
Enhance service levels and reduce call volumes with 24/7 client access to policies, documents, and payments-fully synced with Acturis.

Built to Help You Meet Today’s Brokerage Challenges

Let’s face it-UK brokers are experiencing a lots of challenges.

You’re expected to:

• Increase retention and grow revenue
• Deliver personalised experiences
• Reduce costs and admin
• Meet new compliance standards

With PathwayPort + Acturis, you can do all of the above with:

• 100+ hours saved per month
• 2–4% higher renewal rates
• 60% less manual admin
• Fewer E&O risks from missed follow-ups or renewals

Fast, Flexible & Made for the UK Market

Unlike generic CRMs or all-in-one platforms, this solution is designed for UK brokers using Acturis. That means:

• Fully integrated with your BMS
• Hosted securely in the cloud with full GDPR compliance
• Supports UK-specific workflows, insurer requirements, and reporting needs

Plus, there are no long-term contracts, fast onboarding, and dedicated UK support to get you running quickly.

Real Brokers. Real Impact.

Over 400 brokers across the UK, US, and Canada trust PathwayPort’s integration to reduce manual work, stay compliant, and grow without adding staff. Partners include:

• JMG Group
• Edwards Insurance
• Heath Crawford
• Ellis David
• And many more.

“We’ve seen a measurable boost in renewals, faster turnaround times, and a far better client experience-all without hiring.”
– UK Broker, Momentum Broker Solutions

FAQs: What UK Brokers Are Asking

Q1: How does insurance marketing integration help with Consumer Duty?
By ensuring timely, relevant, and personalised communication, brokers meet the FCA’s standards for good outcomes. Every message is tracked, logged, and customisable-helping you demonstrate compliance with minimal effort.

Q2: Is it secure and compliant?
Yes-data is encrypted, stored on AWS UK servers, and managed under strict GDPR and FCA-aligned compliance protocols.

Q3: What kind of automation can I run?
Everything from renewal reminders, payment chasers, and review requests to lead nurturing emails, birthday greetings, and client satisfaction surveys.

Get Ahead-Without Falling Behind

Whether you’re looking to boost retention, reduce admin, or better serve your clients under Consumer Duty, the Acturis + PathwayPort integration gives you the tools to do it smarter.

Don’t let outdated workflows slow you down.
👉 Book Your Free Demo and discover a more powerful way to grow.