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Pathway Insurance Software Logo

Insurance Automation Software

Table of Contents

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Pathway Insurance Software - 2026 Pricing, Features, Reviews & Alternatives

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Pathway Insurance Software overview

What is Pathway Insurance Software?

Pathway is a cloud-based insurance software designed to help insurance agencies and brokers streamline client communication, marketing automation, and workflow management operations. It enables employees to handle client onboarding, contract renewal, billing, referral requests, and cross-selling opportunities.

Pathway features include prospect nurturing, document management, quote follow-ups, claims notifications, reviews tracking, insurance policy management, reporting, and more.

The application lets insurance agents interact with prospects and policyholders at every stage of the insurance management lifecycle via text messages or emails. Teams can use the built-in net promoter survey tool to analyze customers’ behaviour and enhance customer satisfaction processes.

Pathway facilitates integration with most management systems, such as EPIC, NowCerts, Catalyst, EZLynx, AMS360, and more. It also allows managers to assign tasks to team members, handle customer loyalty programs, and store data related to policy documents, proof of insurance, billing invoices, and more in a centralized repository.

Key benefits of using Pathway Insurance Software

Eliminate manual tasks with Pathway automation.
Save time in brokers, account managers and CSRs day-to-day.
Pathway reduces phone volumes by providing a 24/7 Self-Service Kiosk.
Send exactly what your customers want to see. Segment and filter your customers based on data in your management system.
Deliver personalized emails with dynamic content.
Ensure your clients know who their broker is. Differentiate your brand by designing beautiful emails tailored to your brand.

Starting price

199usage based /
per month

Alternatives

with better value for money

Pathway Insurance Software’s user interface

Ease of use rating:

Pathway Insurance Software reviews

Overall rating

5.0

/5

6

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10
Rating distribution

5

4

3

2

1

6

0

0

0

0

Pathway Insurance Software's features

Features rating:

A/B testing
API
Approval process control
Autoresponders
Billing & invoicing
Broker/Agent portal
Business process automation
Calendar management
Campaign management
CAN-SPAM compliance
Claims management
Client management
Commercial
Configurable workflow
Contact management
Customer portal
Customer surveys
Customizable ctas
Customizable fields
Data import/export
Document management
Drip campaigns
Dynamic content
Email campaign management
Email marketing
Event triggered actions
Forms management
Graphical workflow editor
Image library
Insurance management
Insurance policy management
Landing pages/web forms
Life & health
List management
Marketing automation
Marketing calendar
Mobile optimization
Multi-Channel marketing
Policy management
Property & casualty
Renewal management
Reporting & statistics
Reporting/Analytics
ROI tracking
Search/Filter
Segmentation
Task management
Template management
Third-Party integrations
Workflow configuration
Workflow management
WYSIWYG editor

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Pathway Insurance Software pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Office Bot

199

Per month

Features included:

  • Core Features:
  • Automated Daily BMS Sync
  • Unlimited Staff Accounts
  • Send Unlimited Emails
  • Lead Gen Forms
  • Reporting & Statistics
  • 30-Day Onboarding
  • 3 Personalized Emails
  • Unlimited Chat Support
  • ------------------------
  • Renewal Workflows
  • eDelivery (document delivery)
  • Proof of Insurance
  • Billing Reminders
  • SMS Texts (500)

Marketing Bot

199

Per month

Features included:

  • Core Features:
  • Welcome Campaign
  • Quote Follow-Up Series
  • Prospect Series
  • Cross-sell Campaign
  • Refer-a-friend Campaign
  • Online Review Campaign
  • Happy Birthday Email
  • NPS® Email Surveys
  • Claims Series
  • Lost Clients
  • StormVision Weather Alerts
  • Newsletter Articles (500+)

Mega Bot

314

Per month

Features included:

  • Core Features:
  • All From Office Bot
  • All From Marketing Bot

User opinions about Pathway Insurance Software price and value

Value for money rating:

Pathway Insurance Software support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Phone Support
Chat
Knowledge Base

Training options

Webinars
Videos
Documentation

Pathway Insurance Software FAQs

Q. What type of pricing plans does Pathway Insurance Software offer?

Pathway Insurance Software has the following pricing plans:
Starting from: $199.00/month
Pricing model: Subscription

These products have better value for money


Q. Who are the typical users of Pathway Insurance Software?

Pathway Insurance Software has the following typical customers:
Large Enterprises, Mid Size Business, Small Business


Q. What languages does Pathway Insurance Software support?

Pathway Insurance Software supports the following languages:
English, French


Q. Does Pathway Insurance Software offer an API?

No, Pathway Insurance Software does not have an API available.


Q. What other apps does Pathway Insurance Software integrate with?

Pathway Insurance Software integrates with the following applications:
Applied TAM, NowCerts, ePayPolicy, Brokers Management System, Vertafore AMS360, Applied Epic, EZLynx, HawkSoft CMS


Q. What level of support does Pathway Insurance Software offer?

Pathway Insurance Software offers the following support options:
Email/Help Desk, Phone Support, Chat, Knowledge Base

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