In today’s competitive insurance landscape, personalized insurance automation and data-driven strategies are essential. That’s why we’re proud to announce our partnership with HawkSoft, the Oregon-based leader in agency management systems for independent insurance agencies and brokerages. Together, we’re empowering agents and brokers to streamline workflows, communicate smarter, and drive measurable growth.

As HawkSoft’s first API partner of the year, PathwayPort is delivering deep, two-way integration—making it easier than ever for agents to harness their client data and unlock advanced marketing automation.

“We love partnering with force multipliers for agencies,” said Rushang Shah, CMO at HawkSoft. “Pathway has a wide-reaching feature set that allows agencies with small marketing teams to function like robust, dedicated marketing teams that deliver relevant messaging at the right time.”

🔁 Two-Way Sync: Smarter Data, Less Manual Work

The integration between HawkSoft and PathwayPort features two-way data synchronization, which means:

• Contact, policy, and interaction data flows seamlessly in both directions
• Client information is always up to date without manual re-entry
• Agencies save hours in administrative time every week
• Marketing automation becomes smarter and more relevant, powered by real-time client insights

This connected ecosystem enables smarter usage of data, fueling automated journeys and personalized campaigns that resonate with every client.

🏷 Smart Tags: Target the Right Clients with the Right Solutions

Smart Tags within insurance automation are enabling agents and brokers to segment their audience based on:

• Lead source
• Product interest
• Client tier
• Demographics
• Behavior or policy activity

These tags enable laser-focused targeting, so each client receives communications tailored to their exact needs.

Example:

• Auto policyholders receive cross-sell offers for umbrella insurance
• New parents get life insurance promotions
• Pet owners are targeted with pet insurance campaigns

🚀 Cross-Sell and Up-Sell—Automated and Accurate

Thanks to real-time data and tagging, PathwayPort enables automated cross-sell and up-sell campaigns that are both timely and personalized.

• Trigger offers based on life events, renewals, claims, or quote activity
• Automatically insert relevant products into emails using dynamic content
• Track engagement and optimize for higher conversion

Your agency can operate like a dedicated marketing team—without adding staff.

🔧 Insurance Automation Tools That Power Up Businesses

1. Full Marketing Automation

From welcome emails and renewal reminders to follow-ups and policy review requests—every touchpoint is automated. Learn more.

2. Integrated Forms & Surveys

Collect leads, feedback, and NPS scores with smart insurance automation forms that feed directly into HawkSoft and trigger specific workflows.

3. Dynamic Content Personalization

Send one email that displays different offers based on each recipient’s tags—perfect for segmented upsell and renewal campaigns.

4. Automated Invoice and Billing Reminders

Avoid missed payments with pre-scheduled email or SMS reminders synced from HawkSoft billing data.

“Communication is an essential part of any agency,” said Alek Mirkovich, CEO of Pathway. “We’re honored to be partnered with a company that truly cares about making the agent’s life easier… we have that same goal in mind!”

💼 Built for Independent Insurance Agencies and Brokerages

PathwayPort was built to enhance—not replace—your existing HawkSoft workflows. Whether you’re a small team looking to scale outreach or a growing brokerage aiming for stronger retention, this integration brings enterprise-level automation to agencies of any size.

📣 Ready to Unlock the Power of Your Data?

See how HawkSoft and PathwayPort together can help you save time, sell smarter, and serve better.