Pathway Port Automated Marketing for Insurance Brokerages

We have been using Pathway consistently for over 2 years, and it has revolutionized the way our insurance brokerage handles email communication. With their program generating automatic emails for our renewal, billing notices, and policy changes, we can now effortlessly deliver crucial information to our clients without any manual effort.One of the standout features of Pathway is its intelligent system, which seamlessly integrates with our existing infrastructure. This integration has made the entire process of email automation a breeze. No more manually composing and sending individual emails to each client; Pathway takes care of it all, ensuring that our clients receive the information they need in a timely and efficient manner.While the platform can be a bit challenging to navigate at times, it's important to note that this is not due to poor design but rather the sheer capability of the system. Pathway offers a wide range of features and functionalities, and as a result, the interface may feel a bit overwhelming initially. However, once you familiarize yourself with the various options, the benefits become apparent.What truly sets Pathway apart is its exceptional customer support. Whenever I encountered any issues or found myself stuck, their team was highly attentive and readily available to troubleshoot and guide me through the problems. Their responsiveness and dedication to ensuring a smooth experience have been commendable.Overall, I highly recommend Pathway to insurance brokerages looking to streamline their email communication processes. While the platform may require some initial navigation, the intelligent system, seamless integration, and outstanding customer support make it a valuable tool for enhancing efficiency and delivering information to clients effortlessly.Great work Pathway team and kudos to our account rep Mili Selakovic!Sam Pietras | Senior ExecutiveMitchell Sandham Pastor Insurance Services

We have been on our Pathway journey for a couple years now and have developed a great relationship with Darko and Luke during this time. They have helped us set up 150 + renewal delivery workflows and we are now expanding into their new FLOWS program, which will allow us more flexibility and better communication internally as well as with our own customers. Thank you for all you do!

Very satisfied with my Pathway experience. The software is user friendly and the support team is amazing with a quick turnaround on any issues you may have. They are always available to help out with a campaign or workflow to find that perfect filter to reach the right client. Their office bot is a great way to automate processes and increase productivity and client satisfaction. Give them a try if you haven't already!

Our brokerage has been a user of Pathways for many years and it has improved the customer experience by sending automated email letters to customers for various moments of truth. Mili and the team are great with helping you set up these workflows.

Onboarding Pathway is super easy and such an effective way to brand, personalize and automate customer email campaigns. Peter Vojinovic is a super fantastic Onboarding Specialist making the process simple and unique to your goals. He is an absolute delight to work with and a solid expert in his role. He works magic in designing successful campaigns to meet your needs. Highly recommend Peter and Pathway Port.

Nothing but good things to say about our experience with Pathway! The software is pretty user friendly and easy to navigate. The Pathway team always provides friendly service and are very responsive to any inquiries we have - especially our rep, Peter. Happy to be working with Pathway to help deliver a great digital experience for our clients.

Working with Pathwayport has been an absolute pleasure! Their customer service is top-notch, and I couldn't be happier with their exceptional patience.

My agency's experience using Pathway has been great largely due to our patient, dedicated Onboarding Specialist Peter V. Our strict client-data safety guidelines has created hurdles, but Peter has patiently and thoughtfully guided our implementation increasing our overall comfort with the product and system.

We have been using Pathway Port for a few years and we are extremely happy with the service that is provided. We are able to reach out to our clients on changes to their policy as well as recommendations on coverage and weather alerts. We receive many positive reviews from our clients on the information we are able to share through Pathway Port. Highly recommended.

I have been using Pathway for over 3 years now and have nothing but good things to say. Peter is a fantastic rep. He's very knowledgeable, friendly and always has suggestion on how to help make things easier for our company.