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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.
Description
In the pursuit of growth, it’s common to become overly focused on acquiring new leads while overlooking the potential benefits of nurturing your current clients. Attracting a new client can cost brokers up to five times more than retaining an existing one, making it crucial to value those you already have. After all the effort put into gaining their business, maintaining their loyalty should be a top priority. This is where Sherlok comes into play, offering proactive automated client retention solutions. With the help of AI, Sherlok identifies which clients are at the highest risk of leaving and prioritizes them for repricing opportunities. Moreover, if additional savings can be accessed, Sherlok’s Instant Refi comparison tool will generate valuable refinance leads for brokers. You can relax as Sherlok diligently analyzes your client portfolio, continuously monitoring their interest rates to discover when they might qualify for better rates. By harnessing this technology, you can ensure your clients remain satisfied and loyal to your services.
API Access
Has API
API Access
Has API
Integrations
Applied Epic
HawkSoft
NowCerts
QQCatalyst
Vertafore AMS360
Pricing Details
$120 per month
Free Trial
Free Version
Pricing Details
$89 per user 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
Pathway
Founded
2016
Country
Canada
Website
www.pathwayport.com
Vendor Details
Company Name
Sherlok
Country
Australia
Website
www.sherlok.com.au
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Product Features
Real Estate Marketing
Advertising Management
CMA
CRM
Contact Management
Email Marketing
Lead Generation
Listing Management / IDX
Presentation
Reporting / Analytics
SEO
SMS Marketing
Social Media Marketing
Virtual Tour
Website Builder