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 […]
Digital Pink Slips Are Finally Here for Ontario Drivers
Today’s on-the-go policyholders want digital access to their pink slips, and finally the Ontario government agrees they should have it. In the 2017 Ontario Budget, the provincial government recently gave drivers the option to use electronic proof of insurance in lieu of keeping printed pink slips tucked away in their glove compartment. Brokerages that have […]
Why You Should Ask Policyholders for Online Reviews
If you’re an insurance broker, let’s face it, growing your brokerage is always on your mind. No doubt, you’ve put some energy into building your online presence with a polished website and social media footprint. But, if you’re not asking existing customers to help you toot your horn online, you’re missing out on a big […]
4 Ways CSRMate is Helping Insurance Brokers Streamline the Renewal Process
At Pathway, we’re obviously big believers in insurance brokers using technology to retain and renew more customers. But, without offering an integrated tool to make the renewal process quick and painless for brokers, we secretly felt like something was missing from our family of products. That’s why we’re pleased to officially announce the launch of […]