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.

Customizable Solutions

Our à la carte plans make it easy to select the solutions that best fit your agency’s current needs:

Renewal Bot — streamlines the process for generating and distributing auto, home, and commercial renewal letters, plus provides secure eDelivery and billing reminders.

Marketing Bot — includes automated workflows for a wide range of marketing campaigns including new prospects, welcome, cross-sell, claims, refer-a-friend, online reviews, weather alerts, lost clients, and more.

Loyalty Bot — makes it easy to gauge customer satisfaction, boost online reviews, and convert unhappy clients into loyal ones.

Self-Service Kiosk (for QQCatalyst) — delivers 24/7 online customer service tools that allow clients to view policy documents, file claims, make payments, request quotes and more.

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.

Learn More About Pathway’s QQCatalyst Integration

Learn More About Pathway’s AMS360 Integration

Pathway Renewal Bot Insurance

Testimonials

“Amazing tool at an affordable price!! We shopped around and found other CRM platforms way too expensive for our small agency. Love that they packed so many features into the software yet kept the pricing reasonable.”

– Peter Morris

“Great program to work with. Pathway team support is top notch!”

– WB White Insurance

“Working with the team at Pathway has been such an amazing experience. They have been totally committed to making our experience an outstanding one. Whenever we have a question or concern, the team addresses it the day of and has some sort of solution in place. They are very good at taking our wants and needs and making them a reality. We have no complaints working with this company, and we feel like a valued part of their team.” 

– Duliban Insurance

“Their expertise and customer friendly staff are beyond exceptional.  They've made each step of transitioning to our new digital communication platform painless.  Can't say enough good things about them and their ongoing support.”

– Chris Engbers

“The Team at Westview Insurance has only great things to say! We are very impressed with the software, ease of use & results from using Pathway. Our clients are becoming more involved & connected with our brokers, which is helping to build better relationships & their knowledge of insurance products/coverages. We continuously see changes, improvements and new features which proves their commitment to providing the best product they can. In terms of service & support, our questions are acknowledged, with answers given almost immediately. Technical questions are answered & explained in detail .The staff are always very friendly, but more importantly – knowledgeable.”

– Ben Lucas