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 […]

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 […]

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 […]

Client satisfaction is the most important value at Pathway, by far. To make sure we are always on top of our game, we designed a workshop schedule for our Client Success Managers, or CSMs. Pathway’s CSM team linked up for a fun and productive day last week in Belgrade, Serbia with one primary goal in […]

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 […]

Pathway Connects with Clients at IBAA Convention The future of insurance broking isn’t about choosing between technology and personal service. It’s about using technology to make personal service better. The IBAA Convention 2025 held May 4–6 at the Fairmont Banff Springs Hotel in Alberta, brought together insurance brokers, industry leaders and technology providers to explore […]