Pathway

Point of Contact: Alek Mirkovich, Co-Founder & CEO
Website: https://pathwayport.com
Available Services: Automated Communications | Self-Service Tools

IAOA Exclusive Discount

30 % off Setup Costs!

Pathway helps small and mid-size insurance agencies attract new customers and build loyalty with existing policyholders by leveraging the power of a robust automated communication platform. Pathway offers one of the industry’s most affordable solutions without skimping on the features necessary to achieve customer retention and growth.

RENEWAL AUTOMATION

  • Auto Pre-Renewal
  • Home Pre-Renewal
  • Commercial Pre-Renewal
  • eDelivery (eDocument Delivery)
  • Digital ID Cards (Digital Wallet Cards)
  • Billing Reminders

MARKETING AUTOMATION

  • Welcome Campaign
  • Prospect Series
  • Cross-sell Campaign
  • Refer-a-friend Campaign
  • Online Review Campaign
  • Automated Newsletters
  • Net Promoter Campaign
  • Happy Birthday Email
  • 5 Year Milestone Campaign
  • Claims Series
  • Lost Clients
  • StormVision Weather Alerts (Canada Only)