3 Things We Learned from Attending Applied Net 2018

Pathway recently made the 1300-kilometer trek to Nashville, TN for Applied Net 2018. Our goal was to connect with insurance brokers who use the TAM/Epic BMS platform and to exhibit at the Applied Net Exchange Expo. The experience did not disappoint! Of course, we love interacting with clients at these types of events. But, with […]

Pathway and Vertafore Announce New Integration

Thanks to a new partnership between Vertafore and Pathway, Pathway’s robust automated insurance platform will now be available to the Canadian insurance brokers who use SIG, the Keal Broker Management System. As part of the new system integration, Keal users will now have a seamless two-way data synchronization with Pathway. The sync will allow brokers […]

Introducing Dashboard 2.0: A New & Improved Way to View Your Email Marketing Data

When it comes to improving your marketing campaigns over time, capturing accurate data is essential. So, to help you put your finger on the most useful metrics and trends for your marketing campaigns, we rolled out a new and improved dashboard this month that offers robust filters so you can drill down data by date, […]

Pathway Developers Meet in Serbia to Discuss New Platform Enhancements

From time to time, we love to share photos of the Pathway team at work (and play!). This May, our talented group of developers met up with the sales and account management team in Belgrade, the capital city of Serbia, to discuss exciting new improvements to the Pathway platform. Here are some fun visual moments […]

Dos and Don’ts of Email Marketing

Just because you land new policyholders doesn’t mean they’ll stick around for years to come doing business with your brokerage. For that, you have to build loyalty. And, the fact still remains that one of the fastest, most cost-effective ways to improve customer fidelity is with consistent and thoughtful email marketing.   But, if you’re […]

InsureVault: Digital Access to Insurance Docs is Here

Your policyholders want it, and now Pathway is helping you give it to them. That’s right, we’re talking about secure digital access to liability cards and policies. Thanks to InsureVault, our newest plan offering, your clients can have on-the-go access to insurance docs from their desktop at work or on their mobile phone at the […]

Good News! Plan Prices Are Going Down This Fall

We’re pleased to announce that Pathway is adjusting our plan prices beginning this fall—and it’s all in your favor! Not only will you receive more value from the tools we offer, you will get them all at a lower price. Here are the two biggest highlights of our price adjustment: 1. ClientBuilder Now Includes CSRMate […]

We’re Growing–Fast! 4 Reasons That’s Great News for You

Growth is the hallmark of every successful business. So, we couldn’t be more pleased that Pathway is going through an exciting growth spurt at the moment. Our ambition has always been huge. Now, we have a larger team to bring new ideas and technology to life. Here are just a few of the ways our […]