Acturis Marketing Automation for Hedron Network Brokers (Powered by PathwayPort)

The Hedron Network + PathwayPort integration connects the Acturis broker management system (BMS) to advanced insurance marketing automation. Designed for UK insurance brokers, this integration automates renewals, payment reminders, lead follow-ups, and client journeys while maintaining secure two-way data sync with Acturis. The result is reduced manual workload, improved retention, and 24/7 self-service access for policyholders.

Hedron Network is a UK-based broker network supporting commercial and personal lines brokers with strategic guidance and technology-driven partner solutions. As part of its Customer Journey initiative, Hedron works with Acturis, a leading broker management system (BMS) used by UK insurance brokers to manage clients, policies, and workflows, and PathwayPort, an insurance marketing automation and client portal platform that integrates directly with BMS/AMS systems such as Acturis.

Together, this integration enables brokers to automate renewals, payment reminders, marketing campaigns, and client follow-ups while maintaining secure two-way data sync and delivering 24/7 self-service access—creating a smarter, more efficient customer experience.

What Is the Hedron Network + PathwayPort Integration?

Hedron Network is a UK-based broker network supporting commercial and personal lines brokers with strategic guidance and technology partnerships.

Acturis is a leading broker management system (BMS) used by UK insurance brokers to manage policies, clients, and workflows.

PathwayPort is an insurance marketing automation and client portal platform that integrates directly with broker management systems such as Acturis.

Together, this integration enables:

• Insurance renewal automation UK
• Automated payment reminders
• Marketing campaign automation
• Lead nurturing workflows
• Automated NPS and review requests
• 24/7 self-service client portals
• Two-way real-time data sync with Acturis

This creates a fully connected insurance customer journey automation framework. Learn more about why insurance brokers are losing 15h a week to admin.

Why Do UK Insurance Brokers Need Acturis Marketing Automation?

Brokers are no strangers to the daily juggling act of managing renewals, chasing payments, responding to leads, and nurturing client relationships—all while keeping up with compliance.

Modern UK brokers face increasing operational pressure:

• High renewal volumes
• Manual payment chasing
• Growing compliance requirements
• Client demand for instant communication
• Need for 24/7 policy access

Without automation, these processes require:

• Manual emails
• Phone calls
• Re-keying data
• Staff time duplication

For example, a typical mid-sized commercial broker may handle thousands of renewal and payment touchpoints each year; without automation, each one requires manual emails, phone calls, and document handling that consume valuable staff time.

A mid-sized commercial broker may manage thousands of renewal and payment touchpoints annually. Manual handling of each interaction significantly increases cost per policy.

Integrated automation reduces friction and scales communication without increasing headcount.

The Customer Journey Project

To address these challenges head-on, Hedron Network launched the Customer Journey Project—our strategic initiative to help Partner Brokers streamline operations, stay connected to clients, and make the most of the data they already hold in Acturis. At the heart of this project is integrated automation through PathwayPort, directly connected to the Acturis broker management system.

Hedron Network supports a nationwide community of UK brokers and collaborates with leading providers such as Close Brothers and PathwayPort to deliver scalable, compliant solutions for growing brokerages.

How Does Acturis Integrate with PathwayPort?

• Acturis at the core – All client and prospect data flows through Acturis, acting as your single source of truth.
• Automation via PathwayPort – Intelligent workflows in PathwayPort handle tasks like renewals, follow-ups, and marketing campaigns, all driven by Acturis data.
• Triggered actions based on real events – Actions are automated when specific conditions are met, including:
  • Payment reminders to late-paying clients
  • Marketing campaigns launched 120 days before renewal
  • Pre-renewal forms and questionnaires sent automatically
  • Review and NPS requests triggered post-renewal
  • Prospect data instantly uploaded to Acturis and synced back to PathwayPort
• Two-way data sync – Updates made in PathwayPort are automatically written back to Acturis, keeping records accurate and up to date.
• Proven time savings – Brokers using Acturis with PathwayPort report saving up to 100+ hours per month by eliminating manual tasks and duplicate data entry.

One Hedron Partner Broker used the integration to automate pre-renewal outreach and payment reminders across its commercial book, freeing up a full day per week of account handler capacity without adding headcount.

What Does PathwayPort Automate for Hedron Network Brokers?

PathwayPort is more than just a marketing tool—it is the automation engine behind the Customer Journey for Hedron Partner Brokers. Fully aligned with Hedron Network’s workflows and Acturis data, PathwayPort enables brokers to:

• Automate lead nurturing – Instantly follow up on quotes, target segmented audiences, and sync all activity to Acturis so your team sees every touchpoint.
• Streamline renewals – Replace repetitive admin work with automated, multi-step workflows that send pre-renewal notices, reminders, and follow-ups.​
• Build your online reputation – Send review and feedback requests at the right time to capture more 5-star reviews and NPS responses.​​
• Payment reminder automation-Triggered reminders to late-paying clients without manual follow-up.
• Review & reputation automation-Automated NPS surveys and review requests at strategic lifecycle moments.
• Client self-service portal-Branded 24/7 client portal where policyholders can:
  • View policies
  • Download documents
  • Make payments
  • Request changes
  • Access renewal information

Over 400 brokers across the UK, US, and Canada rely on PathwayPort’s integrations to reduce manual work, improve retention, and enhance client communication.

Acturis Alone	Acturis + PathwayPort
Manual renewal reminders	Automated renewal journeys
Manual payment chasing	Triggered payment workflows
Separate marketing tools	Fully synced marketing automation
Manual data re-entry	Two-way real-time sync
No structured customer journey	End-to-end automation

Award-Winning Innovation

Hedron Network’s Customer Journey initiative has been recognised in the UK broker market for its impact on client engagement, operational efficiency, and broker growth. (If you have a specific award you can link or reference, insert it here.) This recognition reflects the measurable improvements Partner Brokers achieve by pairing Hedron’s strategic guidance with PathwayPort’s automation capabilities.

Our Customer Journey framework is continuously reviewed to align with evolving regulatory expectations and best practices for UK brokers, helping Partner Brokers stay compliant while modernising their client communications.​

What Does PathwayPort Automate for Hedron Brokers?

This reduces inbound call volume and improves customer experience.

Proven Results from Hedron Network Insurance Brokers:

Insurance Brokers report:

• Faster quote-to-sale conversion rates
• Reduced call volumes
• Increased retention
• Higher client satisfaction
• Increased 5-star reviews
• 100+ hours saved per month

One Hedron Partner Broker automated commercial pre-renewal and payment outreach, freeing a full day per week of account handler capacity — without hiring additional staff.

The Future of Customer Communications

Integrated automation isn’t just a trend—it is becoming the default way modern brokers operate and compete. With Hedron Network’s strategic support and PathwayPort’s automation tools, Partner Brokers are already proving what’s possible when data, workflows, and client communication are connected.

By combining human expertise with intelligent workflows, brokers can deliver faster, more personalised service without sacrificing efficiency or compliance.

Ready to Transform Your Brokerage?

Find out how Hedron Network’s Customer Journey Project and PathwayPort integration can help you revolutionize your client communications, save time, and grow your business.

Who Is This Integration For?

This solution is designed for:

• UK commercial brokers
• Personal lines brokers
• Hedron Network Partner Brokers
• Brokerages using Acturis
• Firms seeking insurance marketing automation UK
• Teams aiming to reduce manual admin

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FAQs: Hedron Network Customer Journey & Acturis Automation

What is the Hedron Network Customer Journey Project?

The Hedron Network Customer Journey Project is an award-winning initiative designed to help UK insurance brokers modernise client communications, improve retention, and reduce manual administration. It connects Acturis with automation technology powered by PathwayPort to create structured, data-driven customer journeys.

Why has the Hedron Customer Journey initiative been recognised in the UK broker market?

The initiative has been recognised for improving operational efficiency, increasing client engagement, and helping brokers scale without increasing headcount. By combining strategic oversight from Hedron Network with integrated automation, Partner Brokers achieve measurable time savings and improved renewal performance.

How does the Hedron Network integration work with Acturis?

Hedron Network brokers use Acturis as their core broker management system. PathwayPort connects directly to Acturis, enabling automation of renewals, payment reminders, marketing campaigns, and review requests — all triggered by live policy data and written back through secure two-way sync.

Who benefits most from the Hedron + Acturis + PathwayPort integration?

Commercial and personal lines brokers within the Hedron Network who manage high renewal volumes and want to improve operational efficiency benefit most. The integration is especially valuable for firms looking to reduce manual workflows while strengthening client communication.

What makes this different from using Acturis alone?

Acturis manages policies and client records. The Hedron Network integration adds structured automation and customer journey management on top of Acturis. This means brokers move from reactive administration to proactive, automated communication without replacing their existing BMS.