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Pathway

Pathway

Pathway oferă automatizare pentru brokeraje de asigurări: gestionare reînnoiri și facturare, marketing și recenzii, transformare formulare PDF în formulare online și chioșc de autoservire pentru clienți.

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Intuitive automation solution for insurance agencies and brokerages. Since launching in 2016, Pathway's founders have been on a mission to help brokerages automate and digitize insurance to better serve today's mobile policyholders. In short, the Toronto-based software provider has become the top choice for some of Canada's, the US, and the UK's largest brokerages. With 4 core products to choose from–including Office Bot, Marketing Bot, Form Builder, and Self-Service Kiosk – Pathway has an affordable solution for large and small insurance brokerages. - Office Bot streamlines renewals, automates billing processes, and delivers policy documents. - Marketing Bot helps insurance brokerages focus on growth using online reviews, cross-selling, and much more. - Form Builder turns all PDF questionaries and applications into convenient online forms. - Self-Service Kiosk simplifies how clients access their information. From answering questions, sending policy documents, and solving problems that policyholders can instantly access. All 4 products arm insurance brokerages with the tools they need to thrive in the increasingly competitive insurance industry.

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Pathway - Aplicație desktop - Mac, Windows - WebCatalog