Pathway testimonials
Pathway success stories
We saved over 10 hours a month--just like that. Automated payment reminders used to take us five minutes per client. Now they go out instantly--and our aged debtor list has never looked better.
— Becky Goodfellow,
Operations & Marketing Executive,
Edwards Insurance Brokers
Edwards Insurance Brokers
Automated payment reminder emails, which previously took around five minutes per client for our accounts team to send. This change has not only saved considerable time but has also helped improve our aged debtor list, as clients now receive timely reminders without the need for manual follow-up.
Défis
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Manual and Time-Consuming Processes
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Opportunities to Improve Client Retention
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Limited Visibility into Comprehensive Data
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Reliance on Manual Processes for Critical Tasks
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Constraints in Scaling Operational Capacity
Solution
Automating Key Processes with Pathway
Streamlining Insurance Operations with Automation & Acturis Integration
Before PathwayPort, many of our critical processes--such as sending pre-renewal emails--were fully manual and time-consuming. For instance, pre-renewal reminders alone used to take our team over 10 hours each month. Now, thanks to Pathway's automation and seamless integration with Acturis, these emails are triggered automatically, with no manual input required.
Enhancing Client Experience & Retention
Automation has enabled us to strengthen client relationships through more consistent and timely communication. We've implemented workflows that send NPS surveys and feedback questionnaires, allowing us to gather valuable insights into our clients' experiences.
What's more, the system notifies us the moment a client completes a survey, allowing our team to respond quickly and take meaningful action. This level of responsiveness has had a clear and positive impact on client satisfaction.
"Client feedback hits our inbox in real time--and we act fast. With automated NPS surveys and instant alerts when a client responds, we're more in tune with our clients than ever before. It's helped us turn feedback into action--and loyalty."
Improving Data Accuracy & Communication Through Daily Syncing
Pathway's daily two-way sync with Acturis ensures that all our data remains current and accurate--particularly for email communications. For example, we're alerted if an email bounces or if a contact is missing an email address, helping us keep client records up to date within Acturis.
We've also utilised the integration to send marketing consent preference forms, allowing us to better understand and document each client's communication preferences--another step forward in delivering a more personalised, compliant service.
Eliminating Manual Work & Reducing Risk
Prior to implementing PathwayPort, we were burdened by manual, repetitive tasks--from sending payment reminders to following up on lapsed opportunities in Acturis. These processes not only consumed valuable time but also introduced a risk of human error and E&O exposure.
Now, with customised automated workflows in place, we've significantly reduced the manual workload across multiple teams and enhanced consistency in our communications.
"Automating repetitive tasks like follow-ups and reminders has not only saved time--it's reduced the risk of human error and improved communication consistency across the board."
Scaling Smartly with Strategic Automation
PathwayPort has enabled us to unlock new capacity within our business. By automating key workflows, we've been able to redirect internal resources to more strategic initiatives, such as re-engaging lapsed clients and supporting our new business team.
We've also enhanced financial oversight by maintaining closer visibility of aged debtors, thanks to consistent follow-ups powered by automation. Overall, Pathway has positioned us to scale more efficiently, respond more rapidly to client needs, and seize growth opportunities we previously didn't have the time to pursue.
"Manual tasks? Practically eliminated. From payment reminders to follow-ups, we've automated dozens of repetitive tasks. It's reduced risk, improved consistency, and made our workflows smoother than ever."
Impact & Results
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10+ hours/month saved by automating pre-renewal email reminders.
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5 minutes/client saved on payment reminder emails (which now go out instantly).
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Dozens of repetitive tasks automated, significantly reducing manual workload across teams.
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Real-time notifications from NPS surveys allow for immediate client response, improving satisfaction and loyalty.
Conclusion: Smart Automation, Improved Operations
With PathwayPort, Edwards Insurance Brokers has cut hours of manual work, improved client communication, and created more room to grow--all by letting smart automation do the heavy lifting.
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