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.

Onboarding lays the groundwork for your client-agency relationship. Discover eleven insurance onboarding tips that can help you retain clients long-term.

With the anticipated growth in the global insurance market, embracing advanced technology, along with best practices in marketing automation for insurance, will enable agencies and brokerages to achieve rapid and sustainable growth. Insurance is one of the most competitive industries in the world, and the global insurance market is projected to grow at a 9% […]

In today’s competitive insurance landscape, personalized insurance automation and data-driven strategies are essential. That’s why we’re proud to announce our partnership with HawkSoft, the Oregon-based leader in agency management systems for independent insurance agencies and brokerages. Together, we’re empowering agents and brokers to streamline workflows, communicate smarter, and drive measurable growth. As HawkSoft’s first API […]

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 […]

The Insurance Agent’s Guide to Minimizing Errors and Omissions (E&O) Risks &O insurance coverage to protect themselves against professional liability. E&O insurance protects businesses from client claims related to negligence, mistakes, or failure to deliver services as promised. The average cost of E&O insurance—also known as professional liability insurance—is around $60 per month or $735 […]

In today’s fast-paced insurance landscape, automation isn’t optional—it’s essential. With over 91% of marketers reporting success from automation and up to a 65% reduction in operational costs through workflow automation, insurance agents and brokers are under real pressure to streamline processes and improve client experiences. That’s where Pathway’s Insurance Form Builder comes in. It’s more […]

By using the Pathway platform, we have focused on automating the eDelivery process. This alleviates significant workload for our administrative staff, allowing them to focus on areas that require a personal touch. Charlotte Steinschifter (Director of People and Culture, Billiard Insurance Group) Did you know that insurance has become one of the most automatized industries […]

Email marketing is both an art and a science. Sure, you can follow a playbook of common strategies and glean a degree of success from it, but without finesse and nuance, your successes will only take you so far. Regardless of the approach, it’s one of the most effective tools you can employ in your […]

Succeeding in our current insurance ecosystem means your business needs to be agile, adaptable, and using the most cutting-edge technology available. You can’t just have a “laissez-faire” attitude anymore — since working smarter, not harder, is the new black. But, more importantly, your customers expect you to be ahead of the curve.   At Pathway, we […]