5. How PathwayPort Simplifies Email Marketing Automation6. Pre-built, Branded Templates7. Workflow Triggers by Event or Interest8. Multi-Channel Messaging: Email, SMS & Internal Notifications9. Dynamic Merge Tags for Personalization10. Policy-Based Segmentation and Timing Insurance agencies and brokerages today face rising client expectations and limited time. That’s where email marketing automation comes in, as it streamlines communication, […]

Let’s face it 2020 was rough! But so many Pathway brokerages rose to the occasion and used our automated platform to work smarter and connect with clients like never before. So, we’re honoring those that stood out from the pack in 8 distinct insurance marketing categories:  Best Net Promoter Score® Most active workflows Most emails […]

Billyard Insurance Group (BIG) is one of Canada’s fastest-growing insurance brokerages, has been at the forefront of digital transformation in the insurance industry. Partnering with PathwayPort, BIG adopted a strategic approach to automation — focusing on eDelivery and client communication workflows that drive immediate, tangible results, reduce workload and enhance client communication. New Business Welcome […]

Why Google Reviews Matter for Insurance Agency Google reviews play a critical role in influencing prospects’ decisions when choosing insurance providers. According to recent statistics, 93% of consumers read online reviews before making a purchase, and 84% trust these reviews as much as personal recommendations. When prospects search for insurance, they compare coverage, rates, and—most […]

With most insurance clients still keeping a safe social distance from your brick-and-mortar locations, email marketing remains your most effective tool for welcoming new clients, sharing updates, processing renewals, cross-selling, and attracting new business. But, if you haven’t been at the top of your email marketing game for a while now, you may need a […]

Many insurance agencies focus their communication around policy renewals. The problem is that clients only hear from their broker once or twice a year. The most successful insurance brokerages and agencies take a different approach. Instead of sending emails only when a policy is due, they use strategic insurance emails throughout the customer lifecycle. These […]

It’s no secret that we have the best clients here at Pathway. But, two of our team members experienced exactly how thoughtful they can be when these cute goodies arrived in the mail for their new bundle of joy. Darko and Mili, from the Pathway Support Team, were both pleasantly surprised to receive the adorable […]

Pathway is pleased to kick off 2020 by honoring the progressive brokerages that shine when it comes to using our automated insurance marketing platform to connect with policyholders and boost growth. To determine our honorees, we combed through all our 2019 data and selected the brokerages that excelled in 2 key categories:  Customer Loyalty – […]

Our annual team retreat took us to the stunning Greek island of Corfu, where our engineers, sales professionals, and customer support teams came together to collaborate, learn, and plan for the future. Our goal was not relaxation and rejuvenation (although we did manage to take in the beautiful sights and beaches). We were there to […]

Pathway connected with hundreds of Vertafore users and potential partners in Cincinnati, Ohio last month for the Accelerate 2019 conference, which was held May 21-23. As our U.S. client base continues to grow, Pathway’s platform integrations with Vertafore agency management systems (AMS) are also expanding. We’ll soon be fully integrated with AMS360, QQ Catalyst and […]