Pathway

Pathway ushers independent agencies into the digital age with a full suite of automation tools that integrate seamlessly with AMS360 and QQCatalyst.

Our goal is to streamline renewals, deliver secure e-policies, automate billing reminders, boost customer loyalty and provide an intuitive, real-time customer experience.

Vertafore-Friendly Platform

We’ve worked closely with Vertafore over the last several years to ensure our software seamlessly integrates with AMS360 and QQCatalyst so you can do more with the data you already have in your agency management system and deliver a better overall experience to your customers.

Our platform successfully syncs daily with AMS360 and QQCatalyst and provides two-way integration so you can access all emails and surveys right from your AMS activities/abeyances.

QQCatalyst Integration AMS360 Integration

Office Bot

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 agencies and brokerages take when it comes to managing both renewals and billing reminders.

Office Bot
Marketing Bot

Marketing Bot

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.

Loyalty Bot

Boost your online reviews while converting dissatisfied clients using the widely respected Net Promoter® survey tool to gauge and enhance customer experience. Use a strategic one-question survey to generate a Net Promoter Score for each policyholder so you have the data needed to boost online reviews and convert unhappy clients.

Loyalty Bot
Self-Service Kiosk (for QQCatalyst)

Self-Service Kiosk (for QQCatalyst)

Elevate your customer service by providing policyholders 24/7 access to an online tool which enables them to 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.

Additional Features and Benefits

• Customized email designs and templates • Coverage-based recommendations for individual clients
• Daily data sync and 2-way integration with BMS • Library with hundreds of newsletters and articles for your clients
• Flexible non-binding monthly contracts • Tailored packages built around your agency’s current business goals
• Online learning academy with tutorials • Dedicated CSM who is available via email, slack and video chat
Image - Email Designs

Why Customers Love Pathway

Hundreds of insurance agencies and brokerages rely on Pathway to get business done faster. Press play to see why.