Marketing Automation for Insurance: 6 Best Practices
Best Marketing Automation for Insurance Agencies in 2026 With the anticipated growth in the global insurance market, embracing advanced technology, along with best practices in marketing automation for insurance, will enable agencies and brokerages to achieve rapid and sustainable growth. Insurance is one of the most competitive industries in the world, and the global insurance […]
Unlocking the Power of Insurance Automation: Benefits for HawkSoft Users
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 […]
Document Delivery: 5 Benefits for Insurance Brokers
Intelligent Document Delivery and Automation Document delivery is no longer just about sending insurance paperwork. It’s about delivering the right documents to the right client, at the right time, without adding unnecessary work for brokers. Insurance brokers handle a constant flow of documents, from policy schedules and renewal notices to certificates, endorsements, and claims-related communications. […]
8 Steps to Reduce Errors & Omissions Insurance to a Minimum | PathwayPort’s Guide
The Insurance Agent’s Guide to Minimizing Errors & Omissions (E&O) Risks The average cost of errors & omissions insurance is about $61 per month (~$730/year), according to TechInsurance, but that primarily reflects low-risk businesses. For insurance agencies, exposure is significantly higher, with premiums typically ranging from $1,000 to $10,000+ annually. Across the U.S. P&C market, […]
Insurance Customer Engagement: Why Clients Disengage and How to Reconnect in 2027
Making Your Message Stand Out for Insurance Customer Your brokerage or insurance agency sends renewal reminders. Clients receive policy updates. Your team follows up on quotes, sends newsletters and checks in throughout the year. Yet some clients still stop responding, shop around or leave without explaining why. What’s missing? Insurance customer engagement isn’t measured by […]
Insurance Form Builder: Does It Really Do Wonders? It Does.
In today’s fast-paced insurance landscape, automation isn’t optional-it’s essential. With over 91% of marketers reporting success from automation and up to a 65% reduction in operational costs through workflow automation, insurance agents and brokers are under real pressure to streamline processes and improve client experiences. That’s where Pathway’s Insurance Form Builder comes in. It’s more […]