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Average Ratings 0 Ratings
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
Wardly is a software solution designed for tracking certificates of insurance, which automatically gathers, evaluates, and oversees your subcontractors' COIs in accordance with your specified standards—ensuring that you are never faced with an expired or non-compliant subcontractor while working. Additionally, it comes at no cost to you, keeping it free indefinitely. This makes it an ideal choice for businesses looking to simplify their compliance processes.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Applied Epic
HawkSoft
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360
Integrations
Applied Epic
HawkSoft
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360
Pricing Details
$120 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
Wardly
Founded
2025
Country
United States
Website
www.wardly.ai
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Product Features
Alternatives
Alternatives
No Alternatives