Table of Contents

1. Introduction: Why Automate Client Communication
2. Key Integration Features Between Pathway and Sagitta
   • 2-Way API Data Sync
   • Automated Renewal and Billing Workflows
   • Secure e-Delivery and Client Portal Access
3. Benefits for Insurance Agencies
   • Efficiency and Time Savings
   • Enhanced Client Experience
   • Upsell and Cross-Sell Opportunities
   • Compliance and Audit Readiness
4. Part of Vertafore’s Orange Partner Program
5. Getting Started: How to Enable the Integration
6. Conclusion and Next Steps

Toronto, Ontario – May 4th, 2023 – PathwayPort, a robust automated insurance communication platform, today announced it will integrate with Sagitta®, the enterprise-class agency management solution from Vertafore®, to provide improved client communication channels through email and text messaging. Sagitta supports complex and speciality lines of business that work with an agency’s internal processes and work style. 

Automated Client Communication Made Easy

In the insurance world, communication is everything. From quoting and onboarding to renewals and claims, every client touchpoint shapes the customer experience—and ultimately, your business growth.

But with rising consumer expectations and increased workload, how can independent agencies stay ahead?

The answer: insurance automation.

And now, thanks to a powerful new integration between PathwayPort and Vertafore’s Sagitta®, automating personalized client communication has never been easier—or more impactful.

Pathway provides automation solutions that enable independent insurance agencies to generate more revenue and attract new business while improving customer connections. Through an open API architecture, client and policy information automatically populates from Sagitta to the Pathway platform. This integration will save time for agents while enhancing agency communication, improving efficiency and bolstering client retention. 

“We are honored to partner with Vertafore, a company that genuinely prioritizes making the agent’s life easier,” said Alek Mirkovich, CEO of Pathway. “At Pathway, we share the same goal and are dedicated to achieving it.“

The direct integration enables agencies to seamlessly create timely, personalized and customized emails for their clients. The partnership is part of Vertafore’s Orange Partner Program, which enables Vertafore customers to tap into the industry’s most robust network of complementary tools and services through API-backed integrations with Vertafore products.

Why Automating Client Communication Matters

Let’s face it: clients expect timely, relevant, and convenient communication. But many agencies still rely on manual emails, phone calls, and spreadsheets to stay in touch. It’s time-consuming, error-prone, and hard to scale.

Automating client communication is a game-changer for insurance agencies aiming to streamline operations and improve customer experience. With tools like Pathway, agencies can send timely, personalized messages via email and SMS—automatically triggered by policy events or client actions. This level of automation not only boosts efficiency and reduces manual work but also strengthens client relationships, improves retention, and supports compliance. As insurance automation evolves, agencies that embrace these technologies gain a clear competitive edge in service and scalability. Read our short guide.

That’s where Pathway comes in.

Pathway is a leading automated insurance communication platform designed to help agencies:

• Send personalized email and SMS campaigns at scale
• Engage clients across the entire policy lifecycle
• Free up time for producers and CSRs
• Improve retention through consistent, value-driven messaging
• Support compliance with automated documentation

Now, with its new integration into Sagitta, Pathway becomes even more powerful.

What Makes the Pathway + Vertafore Integration So Valuable?

Sagitta®, Vertafore’s enterprise-grade agency management system, is designed for agencies with complex and specialty lines of business. It supports custom workflows and intricate internal processes—making it a go-to choice for large-scale agencies.

Through open API integration, client and policy data now flows seamlessly from Sagitta into Pathway’s communication engine. That means:

• No more manual data entry
• Real-time syncing of contact and policy info
• Triggered automations based on real-time data
• Accurate, customized messaging at every stage

About PathwayPort

PathwayPort offers one of the industry’s most powerful solutions while keeping it easy to use, helping insurance agents and brokers attract new customers and build loyalty with existing policyholders. For more information, visit www.pathwayport.com.

About Vertafore

As North America’s InsurTech leader for more than 50 years, Vertafore is modernizing and simplifying the insurance life cycle so that our customers can focus on what matters most. Its solutions provide end-to-end connectivity across the distribution channel, improve the client and agent experience, unlock the power of data, and streamline essential workflows to drive efficiency, productivity, and profitability for independent agencies, MGAs and carriers. For more information about Vertafore, visit www.vertafore.com. 

A Partnership That Brings Real Value

The integration between PathwayPort and Vertafore’s Sagitta® marks a significant advancement in insurance automation, particularly for agencies managing complex and specialty lines of business. This two-way, API-driven connection enables real-time syncing of client and policy data from Sagitta into the Pathway platform—eliminating manual data entry and ensuring all client communications are accurate, timely, and personalized. Agencies can now fully automate critical touchpoints such as renewal reminders, billing notifications, e-policy delivery, and secure client portal access via email and SMS.

As a member of Vertafore’s Orange Partner Program, Pathway joins a trusted network of API-connected tools that drive innovation across the insurance lifecycle. This partnership empowers agencies to automate repetitive communication tasks, improve operational efficiency, increase upsell and cross-sell opportunities, enhance the client experience, and maintain compliance with industry standards. Whether you’re focused on scaling your brokerage or strengthening client retention, the Pathway–Vertafore integration delivers the automation and agility modern insurance operations demand.

Together, PathwayPort and Vertafore empower insurance agencies to:

• Automate repetitive communication tasks
• Increase upsell and cross-sell opportunities
• Improve operational efficiency
• Deliver an exceptional client experience
• Ensure compliance with industry standards

Whether you’re trying to scale your brokerage or retain more clients, this is the kind of partnership that enables smarter, faster, and more efficient growth. Learn more about this integration.

Final Thoughts

In a digital-first world, agencies that automate client communication will win—not just with new business, but with loyal, long-term clients. If your agency is using Sagitta and wants to unlock a better, smarter way to engage with clients, now is the time to act.

Don’t wait—start automating today and stay ahead of the competition. Your clients expect more. Make sure your communication strategy delivers.