Overview
What is Pathway Port?
Pathway is a cloud-based property and casualty insurance agency (P&C) solution, which helps manage and streamline client-facing communications using emails and texts. The software can automate renewal, billing, weather, and marketing workflows. Key workflows include prospect nurturing, welcoming new clients,…
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What is Pathway Port?
Pathway is a cloud-based property and casualty insurance agency (P&C) solution, which helps manage and streamline client-facing communications using emails and texts. The software can automate renewal, billing, weather, and marketing workflows. Key workflows include prospect nurturing,…
Entry-level set up fee?
- $950 per data sync / integration with ams/bmsRequired
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Integrations
- Competitors
- Tech Details
What is Pathway Port?
Pathway is a cloud-based property and casualty insurance agency (P&C) solution, which helps manage and streamline client-facing communications using emails and texts. The software can automate renewal, billing, weather, and marketing workflows.
Key workflows include prospect nurturing, welcoming new clients, pre-renewals, questionnaires, document delivery, quote follow-ups, claims notifications, cross-sell, referral requests, Google reviews, and billing notifications.
Also available is an agency-branded client portal. Website visitors can chat with staff or login and access their own policy documents or digital ID cards or make a payment. Included is a mobile app with the ability to access insurance documents, submit an auto claim, and easy access to local road services like tow trucks and locksmiths.
The software integrates with most management systems in Canada, the US, and the UK and can write back activities with a 2-way sync.
Pathway Port Features
Email & Online Marketing Features
- Supported: WYSIWYG email editor
- Supported: Dynamic content
- Supported: Ability to test dynamic content
- Supported: Landing pages
- Supported: A/B testing
- Supported: Mobile optimization
- Supported: Email deliverability reporting
- Supported: List management
- Supported: Triggered drip sequences
Lead Management Features
- Supported: Lead nurturing automation
- Supported: Lead scoring and grading
- Supported: Data quality management
- Supported: Automated sales alerts and tasks
Campaign Management Features
- Supported: Calendaring
- Supported: Event/webinar marketing
Social Media Marketing Features
- Supported: Social sharing and campaigns
- Supported: Social profile integration
Reporting & Analytics Features
- Supported: Dashboards
- Supported: Standard reports
Platform & Infrastructure Features
- Supported: API
- Supported: Role-based workflow & approvals
- Supported: Customizability
Additional Features
- Supported: Online forms
- Supported: eDelivery policy delivery via email workflows
- Supported: eID cards / ePinkslip generation and delivery
- Supported: Net Promoter Surveys®
- Supported: Branded client portal
- Supported: Text Messaging (SMS)
- Supported: Library of insurance related articles (home, auto, marine, life, commercial etc...)
Pathway Port Screenshots
Pathway Port Video
Watch Client testimonials
Pathway Port Integrations
- Applied Epic
- Applied TAM
- Applied CSR24
- Vertafore Sagitta
- AMS360
- Vertafore Agency Platform
- HawkSoft
- EZLynx Agency Management
- QQ Catalyst
- Nowcerts
- Power Broker
- Custom Software Solutions Inc.
Pathway Port Competitors
- Act-On Software
- Applied CSR24
- Salesforce Marketing Cloud
- EZLynx Agency Management
- Agency Revolution
- Trufla
Pathway Port Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Mobile Web |
| Supported Countries | Global |
| Supported Languages | English, French |
