6 Things Every Insurance Broker Needs To Succeed
Insurance brokers have a lot of other brokers and agencies to compete with. Read this post for six things insurance brokers can leverage to succeed.
A Referral Marketing Guide for Insurance Agencies
Referral marketing is one of the most effective forms of insurance agency marketing. This article is a guide to the do’s and don’ts of referral marketing as well as some of the best practices to take into consideration.
11 Tips For Successfully Onboarding your Insurance Clients
Onboarding lays the groundwork for your client-agency relationship. Discover eleven insurance onboarding tips that can help you retain clients long-term.
10 Lead Generation Strategies for Insurance Agencies in 2022
Smart lead generation is essential for growing your insurance agency. Read this post to equip yourself with the right strategies for 2022.
6 Best Ways to Automate Marketing in Insurance
Insurance is one of the most competitive industries in the world. As of 2020, over $1 trillion worth of premium was written in the U.S. insurance market. Source: Statista Insurance agents and brokerage firms are under constant pressure to acquire and retain customers while reducing customer acquisition costs. One of the easiest ways to do […]
Partnership with HawkSoft
Pathway Automated Insurance is proud to announce we have partnered with HawkSoft, the Oregon-based leader in management systems for independent insurance agencies. As HawkSoft’s first API partner of the year, we are fully committed to launching this integration and pushing forward the goal of powering many areas of automation together. “We love partnering with force multipliers […]
Intelligent Document Delivery and Automation
The ongoing Automation-as-a-Service revolution is forecast to register an annual 26.9% growth by 2026. In order to grasp its importance and size, we should briefly look back on its background: the Intelligent Document Processing (IDP). At its beginnings, it meant little more than a process of machine-encoded character conversion. Over the years, however, IDP has […]
E&O: Errors and Omissions
Just like everyone else, brokers are at risk of getting sued for malpractice. But, as we all know, Errors and Omissions (E&O) is a subject far too important to be left to chance. Here at Pathway, reducing and minimizing this risk is among our top priorities. Many readers and prospective clients asked us to lead […]
Making your message stand out
A Handful of Tips: In the dawn of “New Normal”, the world still comes to grips with the pandemic-induced curbs on businesses and travels. Consequently, every sustainable business (and marketing) strategy requires even more skills and effort to maintain a long-term relationship with the existing policyholders, return customers, and future clients alike. In addition to […]
Form builder: Does it really do wonders? It does.
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 […]