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Description
Engineered to empower users with complete control over the setup of new products and services, this system enables management without IT assistance, allowing for the definition of business processes and protocols in real-time. Our comprehensive insurance software solutions across the enterprise deliver highly tailored CRM features along with readily available add-ons for both Insurance and Brokerage sectors. The system ensures that all workflows are automated, promoting adherence to established business practices among staff. Every action and piece of data is meticulously tracked and can be easily accessed from a centralized source, facilitating straightforward analysis. As you endeavor to convert potential leads into loyal clients, it is crucial to uphold detailed records for each client and sales. By accurately capturing and maintaining essential policy information—such as effective dates, renewal rates, premiums, plans sold, carriers, and additional specifics—agents can not only provide exceptional service to clients but also effectively monitor and enhance their sales performance. Furthermore, this level of organization fosters deeper client relationships and promotes sustained business growth.
Description
With automated workflows that are triggered based on policy expiration dates, you can process client renewals in fraction of the time it takes staff to do manually. With broker-tested emails and automated workflows that maximize each interaction, you can connect with prospects and policyholders at all stages of the insurance lifecycle. You can boost your online reviews and convert dissatisfied customers with the well-respected Net Promoter®, survey tool. It helps you gauge and improve the customer experience. You can reduce your call volume and improve customer experience by giving policyholders 24/7 online access to their policy documents, proofs of insurance, billing, etc. You can see how Pathway makes it easier to attract clients and keep them satisfied for your CSRs and brokers. Learn how automated marketing solutions can transform the way agents and brokers do business.
API Access
Has API
API Access
Has API
Integrations
Applied Epic
HawkSoft
NowCerts
QQCatalyst
Vertafore AMS360
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$120 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Broksy
Founded
2016
Website
broksy.com
Vendor Details
Company Name
Pathway
Founded
2016
Country
Canada
Website
www.pathwayport.com
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management