Build lasting relationships with personalized messages, bespoke customer journeys, smart automation and in-depth insights.
What makes us unique?
Pathway is specifically designed for insurance agencies, featuring automation tailored to their operational needs. It integrates directly with core policy and management systems to initiate timely, relevant communications and operational workflows throughout the customer lifecycle. By merging personalized client journeys, internal process automation, and clear visibility into outcomes, Pathway enables agencies to minimize manual effort, enhance consistency, and strengthen client relationships while ensuring control, compliance, and scalability as they expand.
Features and Workflow
Automate client communication and operational workflows using actual client and policy data. By integrating personalized outreach, outcome-driven automation, and internal task management, Pathway empowers teams to remain proactive, consistent, and relationship-focused at scale.
- Automated Lifecycle Management: Automated sales, onboarding, servicing, and retention workflows triggered directly by policy and client data.
- Seamless HawkSoft Integration: Continuous two-way syncing of your book of business to eliminate manual entry, with tasks and activity logs writing back automatically.
- Hyper-Personalized Client Communication: Email and text communication that appears to be sent personally from individual team members, not a generic robot.
- Intelligent Feedback Loops: Client satisfaction surveys dispatched at key moments that automatically drive 5-star reviews, request referrals, or trigger internal retention alerts.
- Real-Time Team Intelligence: Instant internal alerts notifying your team of client risks or responses, paired with centralized reporting on engagement and workflow performance.