Pathway Insurance Software
About Pathway Insurance Software
Pathway is a cloud-based insurance software designed to help insurance agencies and brokers streamline client communication, marketing automation, and workflow management operations. It enables employees to handle client onboarding, contract renewal, billing, referral requests, and cross-selling opportunities.
Pathway features include prospect nurturing, document management, quote follow-ups, claims notifications, reviews tracking, insurance policy management, reporting, and more.
The application lets insurance agents interact with prospects and policyholders at every stage of the insurance management lifecycle via text messages or emails. Teams can use the built-in net promoter survey tool to analyze customers’ behaviour and enhance customer satisfaction processes.
Pathway facilitates integration with most management systems, such as EPIC, NowCerts, Catalyst, EZLynx, AMS360, and more. It also allows managers to assign tasks to team members, handle customer loyalty programs, and store data related to policy documents, proof of insurance, billing invoices, and more in a centralized repository.
Key benefits of Pathway Insurance Software
Eliminate manual tasks with Pathway automation.
Save time in brokers, account managers and CSRs day-to-day.
Pathway reduces phone volumes by providing a 24/7 Self-Service Kiosk.
Send exactly what your customers want to see. Segment and filter your customers based on data in your management system.
Deliver personalized emails with dynamic content.
Ensure your clients know who their broker is. Differentiate your brand by designing beautiful emails tailored to your brand.
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Reviews
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- Industry: Insurance
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Come for the Software, Stay for the Client Service
Reviewed on 1/4/2021
The team is great. We've built a great rapport with our dedicated Account Manager and Client...
The team is great. We've built a great rapport with our dedicated Account Manager and Client Success Managers. They're intuitive to our needs, responsive and quick to help or suggest a solution whenever a problem arises. We're thrilled with the service we get.
Pros
Pathway is always evolving and adding new features to add value to an already stellar product. The filters and segments are intuitive and the client service is second to none.
Cons
Certain functionality seems to be in development a lot longer than anticipated, not being able to create and launch your own surveys, for instance. There have been occasional hiccups with syncing but the team has addressed issues head-on professionally and quickly.
Response from Pathway Port
Thank you for the kind words Jamie! You've been such a great client and I can say that our Client Success Managers do appreciate the pat on the back!
We're working on getting features out quicker... always been challenging.
I think the other challenge for us is maintaining this high level of support as we scale ;) but we'll figure it out.
BTW - I might steal your title 'Come for the Software, Stay for the Client Service'
- Industry: Insurance
- Company size: 11–50 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Review
Reviewed on 1/4/2021
Pros
The program is user friendly - staff are helpful to walk you through the steps. After 10 months I feel much more comfortable with system than I did years on our old APP platform.
reports and service is great. Darko has been very instrumental with our implantation. Consistency with support is key.
Cons
If not for our marketing company i would not have been able to set up the delivery of emails with such speed. thankful but delayed my learning. that was something i allowed but getting a hand of it now.
Response from Pathway Port
Thank you Tricia!
During our regular internal meetings, I do hear about Nicol's progress and glad to hear Darko has been able to help.
Lots of new features coming!
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Pathway Software
Reviewed on 7/4/2021
We were manually having staff create renewal letters for all policies in our brokerage. The time...
We were manually having staff create renewal letters for all policies in our brokerage. The time associated in preparing these letters, cost of postage, letterhead, envelopes, etc has been reduced. The Pathway software is a very efficient way of reaching out to our clients. We are continuously seeing improvements & new features which is making their product the best it can be. Service and support is top notch - our technical questions are answered promptly and explained in detail. The Pathway staff is super knowledgeable.
Pros
I am very impressed with the software and the system is very user friendly. We have received some positive feedback from our clients - most like the quick and easy renewal reviews/surveys that are sent out by email to our clients. It's a great tool to connect with our clients quickly, especially during this pandemic. The library of newsletters is great with very up-to-date articles for our clients.
Cons
One feature that is missing for our brokerage is 2-way integration (Our BMS is TAM Online -- Applied Systems. In this regard,we manually attach all outgoing pre-renewal emails to each client file in our system. When we originally commenced with Pathway in 2019, the set-up filters were very confusing in the beginning. Pathway has since improved the filter set up which makes creating manual and automated emails much easier.
Response from Pathway Port
Hi Laurie, Glad to hear you're receiving positive feedback from policyholders and you're liking the article library. If you have any article ideas feel free to suggest them.
I completely agree that the user experience around the filters wasn't great in the past but I'm glad you think the current ones are. We're trying to improve them even more and are always trying to make it easy for you to slice and dice your data.
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Connect with our customers
Reviewed on 6/4/2021
We sometimes come across issues with clients opening up documents on from our email. Pathway is...
We sometimes come across issues with clients opening up documents on from our email. Pathway is always very responsive with any of our concerns and addresses our issues quickly.
Pros
Pathway Insurance Software has opened an avenue to keep our clients updated on current changes in the Insurance world. We are using the software to send out digital copies of policies to our clients as well as the Marketing section to stay in touch with our clients and provide informed information to them so they understand their insurance policy clearer.
Cons
I would like to have more control on setting up and removing users. We sometimes have issues with wrong name being attached to an email. The default name is attached as Pathway and Vertafore are not communicating. I have reviewed all the set ups to make sure correct codes are being used, but this still sometimes happens.
Response from Pathway Port
Hi Carolyn,
Thank you very much for taking the time to review Pathway. Potential clients always prefer to hear both Pros and Cons from fellow brokers.
I believe the issue with wrong staff names has been resolved a couple of months ago but a full resync would be necessary to prevent it from happening to some old clients.
I'll keep you in mind for new product releases!
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Pathway Review
Reviewed on 1/4/2021
It has been a very positive experience overall, especially given that most insurance companies are...
It has been a very positive experience overall, especially given that most insurance companies are going paperless. It has been easy to send emails to targeted groups and set up daily email delivery with insurance documents.
Pros
It can easily target the client base that is required for specific marketing plans. The filters take some getting used to but the are quite thorough. The customer support is absolutely amazing.
Cons
at the moment i'm quite impressed with the softward. at first i didn't like the way the filters were set up but they've changed it and made it more user friendly.
Response from Pathway Port
Hi Tracy, Thank you for the review.
It's much more efficient to automate document delivery than attaching PDFs to email manually. Some clients are telling us that they have cut their CRS's/TSR's time in half! Setting up automated document delivery workflows is becoming standard for Canadian brokerages.
The biggest challenge for us is allowing users to do complex segmenting while making the software easy to use so it's great you feel it's more user-friendly.
Pathway Insurance Software FAQs
Below are some frequently asked questions for Pathway Insurance Software.Q. What type of pricing plans does Pathway Insurance Software offer?
Pathway Insurance Software offers the following pricing plans:
- Starting from: US$199.00/month
- Pricing model: Subscription
- Free Trial: Not Available
Pathway offers custom pricing models based on renewal, marketing, or loyalty bots, self-service kiosks, and optional addons starting from $160 per month or $144 per month (billed annually).
Q. Who are the typical users of Pathway Insurance Software?
Pathway Insurance Software has the following typical customers:
11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Pathway Insurance Software support?
Pathway Insurance Software supports the following languages:
English, French
Q. Does Pathway Insurance Software support mobile devices?
Pathway Insurance Software supports the following devices:
Q. What other apps does Pathway Insurance Software integrate with?
Pathway Insurance Software integrates with the following applications:
Acturis, Applied Epic, Applied TAM, Brokers Management System, EZLynx, HawkSoft CMS, NowCerts, Power Broker, QQCatalyst, Vertafore AMS360, ePayPolicy
Q. What level of support does Pathway Insurance Software offer?
Pathway Insurance Software offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support, Chat
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