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)