Insurance automation is the process of using technology to simplify and streamline time-consuming tasks such as client communication, policy renewals, billing reminders, and lead nurturing. Instead of relying on manual workflows, automation enables agencies and brokerages to deliver personalized, timely, and consistent experiences at scale. Studies show that automation can save agencies up to 80% […]

Is marketing automation a luxury or a necessity? Here’s the truth: if you aren’t using personalized email campaigns, you’re already paying for it through lost leads, missed renewals, and silent client churn. How Insurance Marketing Automation and Personalized Email Campaigns Drive Growth 👉 The question isn’t “Should we adopt automation?” It’s: how much revenue are […]

For insurance agencies and brokerages, client retention is the lifeblood of long-term growth. Winning new business is costly, but keeping existing clients satisfied and engaged delivers far greater ROI. That’s where PathwayPort comes in – a platform built specifically for insurance professionals to automate workflows, reduce manual work, and deliver personalized client experiences that strengthen […]

CRM integration and insurance marketing automation go hand in hand, but in insurance the “CRM” is actually Agency Management System (AMS) or Broker Management System (BMS). Policyholders don’t care how your systems talk; they care how quickly you respond. That’s where PathwayPort makes the difference. By turning policy, billing, and claims events into timely, personalized […]

Personalize customer experience is the new standard in the insurance industry’s massive 2025 shift. Customers now expect tailored interactions that match their lifestyle, health, and financial needs. Yet many insurers still rely on outdated manual processes. That’s where insurance marketing automation comes in-blending AI, predictive analytics, and customer data to deliver seamless, customized experiences at […]

Traditional manual processes can’t keep pace with today’s client expectations, regulatory demands, and competitive pressures. That’s why workflow automation is now mission critical for insurance professionals. Insurers using automation achieve up to 65% lower operating costs, 50% faster claims handling, and 90% higher customer satisfaction through streamlined, self-service workflows. These aren’t incremental improvements, they’re transformative. […]

Automated insurance renewals are transforming the way policies are managed, making the insurance process faster, more accurate, and more convenient for both insurers and policyholders. By replacing manual tasks with smart, technology-driven workflows, renewals are now simpler, more efficient, and far less prone to errors — helping insurance brokerages and agencies deliver better service while […]

Table of Contents How Acturis + PathwayPort Integration Supercharges UK Brokers As a UK insurance broker, you’re facing a new era of rising client expectations, tighter regulatory demands, and increasing competition. To stay ahead, you need tools that don’t just make life easier-they must drive real performance, support FCA Consumer Duty requirements, and scale with […]

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, […]

Table of Contents: PathwayPort + Feefo: A Smart Automation & Review Collection Powerhouse PathwayPort, the leading insurance marketing automation platform, now seamlessly integrates with Feefo, the trusted verified review solution. Together, they empower brokers with a complete, automated feedback and engagement engine—driving client satisfaction, compliance, and revenue growth. This integration transforms everyday client interactions into […]