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

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

Neither rapid growth nor coronavirus could stop Billyard Insurance Group from moving full steam ahead with their plans to ramp up customer service and automate critical features like 24/7 self-service and eDelivery.  We recently caught up with their Marketing Manager Charlotte Mahy for a quick Q&A to learn how they used Pathway to support their […]