Pathway ushers independent brokerages into the digital age with a full suite of automation tools that integrate seamlessly with SIG.
Vertafore Canada and Pathway have been working closely together over the last several years to ensure the Pathway software seamlessly integrates with SIG so you can do more with the data you already have in your broker management system and deliver a better overall experience to your customers.
The Pathway platform successfully syncs daily with SIG and provides two-way integration so brokers can access all emails and surveys right from their BMS suspenses.
Pathway’s goal is to streamline renewals, deliver secure e-policies, automate billing reminders, boost customer loyalty and provide an intuitive, real-time customer experience.
Process client renewals in a fraction of the time it takes your staff to do them manually with automated workflows that are triggered by policy expiration dates. Streamline the tedious and highly manual approach most brokerages take when it comes to delivering policy documents and proof of insurance to clients, issuing late payment reminders, and making personalized coverage recommendations.
Connect with prospects and policyholders at every stage of the insurance lifecycle with broker-tested emails and automated workflows that maximize every interaction. Deliver high-converting emails that nurture your prospects and policyholders in order to grow your book of business.
Form Builder gives you the tools to turn all your PDF questionnaires, applications, and other insurance forms into convenient online forms that policyholders can fill out and submit from their computer or mobile device.
Elevate your customer service by providing policyholders with a dedicated 24/7 client portal which enables them to access their policy documents and proof of insurance, file claims, make payments, request quotes, and chat with your brokerage - all while reducing your call volume and freeing up your team’s time. Also, help clients keep track of their home inventory and contact roadside and emergency services while on the go with the convenient mobile insurance app.
Efficiently connect your third-party tools to Pathway Ecosystem to optimize external communication for improved customer relations, data flow, and performance. Make your BMS the central point of truth. Log back activities for events happening in other systems, and automate document handling.
Hundreds of insurance brokerages rely on Pathway to get business done faster. Press play to see why.