--- description: Review of Pathway Insurance Software Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Pathway Insurance Software | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Commercial Insurance Software](/directory/4760/commercial-insurance-software/software) > [Pathway Insurance Software](/software/205468/pathway-insurance-software) # Pathway Insurance Software Canonical: https://www.softwareadvice.co.nz/software/205468/pathway-insurance-software Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/205468/pathway-insurance-software?page=2) > Pathway is a cloud-based automated insurance communication platform, which helps manage and streamline client-facing communications using emails and texts. The software can automate renewal, billing, weather and marketing workflows. Key workflows include prospect nurturing, welcoming new clients, pre-renewals, questionnaires, document delivery, quote follow ups, claims notifications, cross-sell, referral requests, Google reviews, billing notifications and more. > > Verdict: Rated **5.0/5** by 6 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **5.0/5** | 6 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.8/5 | Based on overall reviews | | Features | 4.7/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Pathway Port ## Commercial Context - **Starting Price**: US$199.00 - **Pricing model**: Usage Based - **Pricing Details**: Pathway offers custom pricing models based on renewal, marketing, or loyalty bots, self-service kiosks, and optional addons starting from $160 per month or $144 per month (billed annually). - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English, French - **Available Countries**: Canada, Germany, United Kingdom, United States ## Features - A/B Testing - API - Approval Process Control - Autoresponders - Billing & Invoicing - Broker/Agent Portal - Business Process Automation - CAN-SPAM Compliance - Calendar Management - Campaign Management - Claims Management - Client Management - Commercial - Configurable Workflow - Contact Management - Customer Portal - Customer Surveys - Customisable CTAs - Customizable Fields - Data Import/Export ## Integrations (11 total) - Acturis - Applied Epic - Applied TAM - Brokers Management System - EZLynx - HawkSoft CMS - NowCerts - Power Broker - QQCatalyst - Vertafore AMS360 - ePayPolicy ## Support Options - Email/Help Desk - Knowledge Base - Phone Support - Chat ## Category - [Commercial Insurance Software](https://www.softwareadvice.co.nz/directory/4760/commercial-insurance-software/software) ## Related Categories - [Commercial Insurance Software](https://www.softwareadvice.co.nz/directory/4760/commercial-insurance-software/software) - [P\&C Insurance Software](https://www.softwareadvice.co.nz/directory/4290/p%26c-insurance/software) - [Marketing Automation Software](https://www.softwareadvice.co.nz/directory/1686/automation/software) - [Workflow Management Software](https://www.softwareadvice.co.nz/directory/4272/workflow/software) - [Insurance Agency Software](https://www.softwareadvice.co.nz/directory/4506/insurance/software) ## Alternatives 1. [Bitrix24](https://www.softwareadvice.co.nz/software/128326/bitrix24) — 4.2/5 (984 reviews) 2. [Macaw](https://www.softwareadvice.co.nz/software/266247/macaw) — 3.6/5 (22 reviews) 3. [AdInsure](https://www.softwareadvice.co.nz/software/98153/adinsure) (0 reviews) 4. [A1 Tracker](https://www.softwareadvice.co.nz/software/76056/a1-tracker) — 4.9/5 (79 reviews) 5. [Jenesis Software](https://www.softwareadvice.co.nz/software/62001/jenesis-agency-management) — 4.7/5 (283 reviews) ## Reviews ### "Come for the Software, Stay for the Client Service" — 5.0/5 > **Jamie** | *1 April 2021* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: Pathway is always evolving and adding new features to add value to an already stellar product. The filters and segments are intuitive and the client service is second to none. > > **Cons**: Certain functionality seems to be in development a lot longer than anticipated, not being able to create and launch your own surveys, for instance. There have been occasional hiccups with syncing but the team has addressed issues head-on professionally and quickly. > > The team is great. We've built a great rapport with our dedicated Account Manager and Client Success Managers. They're intuitive to our needs, responsive and quick to help or suggest a solution whenever a problem arises. We're thrilled with the service we get. ----- ### "Review" — 5.0/5 > **Tricia** | *1 April 2021* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: The program is user friendly - staff are helpful to walk you through the steps. After 10 months I feel much more comfortable with system than I did years on our old APP platform. reports and service is great. Darko has been very instrumental with our implantation. Consistency with support is key. > > **Cons**: If not for our marketing company i would not have been able to set up the delivery of emails with such speed. thankful but delayed my learning. that was something i allowed but getting a hand of it now. ----- ### "Pathway Software" — 5.0/5 > **Laurie** | *7 April 2021* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: I am very impressed with the software and the system is very user friendly. We have received some positive feedback from our clients - most like the quick and easy renewal reviews/surveys that are sent out by email to our clients. It's a great tool to connect with our clients quickly, especially during this pandemic. The library of newsletters is great with very up-to-date articles for our clients. > > **Cons**: One feature that is missing for our brokerage is 2-way integration (Our BMS is TAM Online -- Applied Systems. In this regard,we manually attach all outgoing pre-renewal emails to each client file in our system. When we originally commenced with Pathway in 2019, the set-up filters were very confusing in the beginning. Pathway has since improved the filter set up which makes creating manual and automated emails much easier. > > We were manually having staff create renewal letters for all policies in our brokerage. The time associated in preparing these letters, cost of postage, letterhead, envelopes, etc has been reduced. The Pathway software is a very efficient way of reaching out to our clients. We are continuously seeing improvements \& new features which is making their product the best it can be. Service and support is top notch - our technical questions are answered promptly and explained in detail. The Pathway staff is super knowledgeable. ----- ### "Connect with our customers" — 5.0/5 > **Carolyn** | *6 April 2021* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: Pathway Insurance Software has opened an avenue to keep our clients updated on current changes in the Insurance world. We are using the software to send out digital copies of policies to our clients as well as the Marketing section to stay in touch with our clients and provide informed information to them so they understand their insurance policy clearer. > > **Cons**: I would like to have more control on setting up and removing users. We sometimes have issues with wrong name being attached to an email. The default name is attached as Pathway and Vertafore are not communicating. I have reviewed all the set ups to make sure correct codes are being used, but this still sometimes happens. > > We sometimes come across issues with clients opening up documents on from our email. Pathway is always very responsive with any of our concerns and addresses our issues quickly. ----- ### "Pathway Review" — 5.0/5 > **Tracy** | *1 April 2021* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: It can easily target the client base that is required for specific marketing plans. The filters take some getting used to but the are quite thorough. The customer support is absolutely amazing. > > **Cons**: at the moment i'm quite impressed with the softward. at first i didn't like the way the filters were set up but they've changed it and made it more user friendly. > > It has been a very positive experience overall, especially given that most insurance companies are going paperless. It has been easy to send emails to targeted groups and set up daily email delivery with insurance documents. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/205468/pathway-insurance-software?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/205468/pathway-insurance-software) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data