Marketing Automation

Boost Retention Effortlessly with Marketing Automation for Insurance

Révolutionnez les relations avec les clients. Rationalisez les renouvellements, la facturation et l'engagement. Augmentez la rétention sans effort grâce à l'automatisation de pointe et aux résultats garantis du Marketing Automation.

Réserver une démo

Streamline insurance-related tasks with automated workflows.

Automatisation du flux de travail

Automate Insurance Operations and Stay Lean

Laissez notre automatisation intuitive du flux de travail faire le gros du travail pour vous. Générez et envoyez des lettres de pré renouvellement et de renouvellement à vos clients en une fraction du temps qu'il vous faudrait pour le faire manuellement.

Automate insurance paperwork and digital documents for client onboarding.

Documents numériques

Intelligent Document Processing and Delivery

Pour vous aider à gagner du temps, le Marketing Automation détecte instantanément les nouveaux documents de police d'assurance spécifiques dans votre système de gestion et les transmet en toute sécurité au bon client, avec un message approprié.

Prioritize tasks with insurance agency automation tools.

Priorisez les tâches

Eliminate Manual Processes in Insurance

Mettez fin à l'approche manuelle fastidieuse de la gestion des rappels de facturation. Concentrez-vous plutôt sur ce que vous faites le mieux, et développez votre courtage au lieu de collecter des paiements sur des affaires que vous avez déjà.

Use insurance automation to build deeper connections with clients.

Des connexions plus profondes

Better Customer Engagement

Avec les campagnes d'emailing d'assurance automatisées et déclenchées du Marketing Automation, vous obtenez de nouveaux clients et les fidélisez tout au long de l'année, sans avoir à lever le petit doigt.

Drive revenue growth with insurance-focused marketing automation.

Augmenter les revenus

Your Secret Weapon to Boost Insurance Sales

Le Marketing Automation vous permet d'attirer plus rapidement et plus facilement de nouveaux clients, de fidéliser vos clients existants et de regagner les comptes que vous avez perdus en cours de route.

Leverage email marketing automation to cross-sell insurance products.

Offer More Than a Single Purchase

Cross Sell With Ease

Faites savoir à vos clients que vous êtes le guichet unique pour tous leurs besoins en assurance grâce à des campagnes de vente croisée engageantes.

Access a dashboard to track all email marketing activities.

Powerful Dashboards

Data-Powered Insurance Reporting

Suivez le succès de vos campagnes afin d'identifier les possibilités de croissance, puis partagez les analyses détaillées avec votre équipe.

Automate customer reviews to boost your brokerage’s Net Promoter Score (NPS).

Customer Satisfaction

Increase Your Net Promoter Score

Les entreprises du classement Fortune 100 utilisent le Net Promoter Scores® depuis des années comme une mesure éprouvée pour transformer leur approche de l'expérience client et obtenir des informations plus approfondies sur leur position vis-à-vis des clients.

Dans le passé, nos TSR passaient entre 6-8 heures par jour à effectuer des révisions manuelles de renouvellement, aujourd'hui ils passent 2-3 heures par jour.

—Mandy Namisniak, Advocate Insurance

Trusted Marketing Automation for Insurance Agencies and Brokerages.

Succès client

Questions fréquemment posées

Marketing Automation Frequently Asked Questions and Answers for the Insurance Industry

Marketing automation for insurance agencies and brokerages helps replacing manual tasks with automated workflows, saving time, minimizing errors, and improving efficiency. It enables better tracking of customer interactions, streamlines processes like pre-renewal outreach or client onboarding, boosts ROI and sales through targeted campaigns, and enhances productivity by allowing teams to focus on strategic activities. Additionally, it offers seamless delivery of digital documents, further enhancing customer experience and operational efficiency. PathwayPort’s marketing automation helps you attract new clients faster, retain more of your existing customers, and even win back lost accounts, making it an indispensable tool for growth and success.

PathwayPort helps insurance agencies and brokerages to seamlessly integrate marketing automation with their Brokerage Management System (BMS) to streamline operations, improve client engagement, and drive growth. By syncing the data between the two systems and pushing updates back to the management system, you can automate key workflows like renewal reminders, lead nurturing, claim followups, document delivery, internal team’s notifications, and much more. PathwayPort works with major BMS platforms to support direct integrations with marketing tools or offer APIs for custom connections. This integration enables real-time updates, personalized communications, and advanced reporting to track campaign performance and ROI, allowing your team to focus on building client relationships with enhanced efficiency and productivity. Schedule a call with our sales team to discuss Pathway's integration with the system you are using.

Automated marketing automation workflows streamline processes, save time, minimize errors for insurance agencies and brokerages ensuring secure and timely communication, helping boost retention and sales. Additionally, real-time analytics provide actionable insights into campaign performance and client behavior, enabling agencies and brokerages to make informed decisions. These workflows standardize insurance operations and processes, allowing teams to focus on strategic growth and building stronger customer relationships.

Renewal and Pre-Renewal Workflows: Automate sending renewal notices and surveys.
Billing Reminders: Automatically notify clients of late payments.
Cross-Sell Campaigns: Engage clients with additional insurance offerings like home or auto policies.
Online Review Campaigns: Encourage satisfied clients to leave positive reviews, enhancing your brokerage’s reputation, and Net Promoter Score.

PathwayPort helps UK brokerages meet the requirements of Consumer Duty Law by ensuring transparency, accountability, and customer-focused operations. PathwayPort supports compliance with Consumer Duty regulations by streamlining transparent and timely communications, such as renewal notices, billing reminders, and secure e-document delivery. Its personalized workflows, like NPS surveys and cross-sell campaigns, ensure fair treatment and customer-focused interactions. Advanced analytics provide insights into client behavior, while automated processes maintain compliance records and regulatory timelines. By simplifying operations and empowering clients with clear, relevant information, PathwayPort helps insurance agencies and brokerages meet Consumer Duty standards while enhancing customer satisfaction and operational efficiency.

Marketing Automation for insurance to help you generate more time for your team.

Find out how marketing automation for insurance can boost your efficiency while empowering your team.