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Save time by automating repetitive tasks such as issuing late payment reminders for clients, making coverage recommendations and delivering policy documents. Pathway has thought of everything to make your marketing processes smooth and automated. It enables you to focus on providing your clients with exceptional customer service as well as bring in new business. Found Pathway. Pathway creates intuitive automation solutions that help the most progressive insurance agencies and brokerages in the US, Canada and UK stay connected to their customers, increase revenue, and attract new business.
Product Description
Marketing Bot helps your agency focus on growth using online reviews, cross-sell and much more. Form Builder gives you the tools to turn all your PDF questionnaires and applications into convenient online forms. Save time by automating repetitive tasks such as issuing late payment reminders for clients, making coverage recommendations and delivering policy documents. Found Pathway. Free up your schedule to do more meaningful work. Office Bot is designed to streamline renewals, automate billing processes, and deliver policy documents to clients.

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Pricing

$199 - $349

per month