PathwayPort
Insurance automation platform for agencies and brokerages.
PathwayPort is an insurance automation platform for agencies and brokerages that automates renewals, marketing workflows, billing reminders, and client communication while reducing manual administrative work. It connects with broker management systems to read client and policy data and write activity back into client records.
The platform includes Marketing Automation, Forms for converting PDF questionnaires into online forms, BPA for automating repetitive tasks, Self-Service Kiosk for client-facing portals, and DataPort API for connecting third-party tools. Integrations include Acturis, PowerBroker, Applied TAM, Applied EPIC, Rival, TBW, EZLynx, HawkSoft, NowCerts, and Vertafore systems. An Ultimate+ edition adds dynamic branding, advanced user permissions, branch-level access, SSO, audit logging, and premium support.
PathwayPort is built for insurance agencies and brokerages in the United States, Canada, and the UK. Products are packaged as monthly subscriptions with onboarding and support included, with contract terms ranging from monthly to multi-year. Pricing scales based on contact volume in the connected AMS/BMS, and an annual or multi-year commitment is offered.
12 alternatives to PathwayPort
Ranked by how well each tool replaces PathwayPort: shared features, audience, price and popularity.
Viral waitlist and referral marketing software.
Covers 7 of 15 key features and starts cheaper.
59 out of 100 match$39/moCustomer data platform and marketing automation suite with AI-assisted journey building
Covers 1 of 15 key features.
58 out of 100 match—Marketing, CRM and conversational tools for lead generation and sales
Covers 6 of 15 key features and starts cheaper.
58 out of 100 match$16/moWallet engagement platform for Apple Wallet and Google Wallet
Covers 6 of 15 key features and has a free plan.
Free plan57 out of 100 matchContact salesDirect mail marketing for Shopify & ecommerce
Covers 6 of 15 key features and has a free plan.
Free plan57 out of 100 match$99/moCustomer engagement platform covering push, email, in-app, SMS and messenger channels
Covers 1 of 15 key features and has a free plan.
Free plan57 out of 100 matchUsage-basedCreate automated, engaging customer journeys with email marketing.
Covers 6 of 15 key features and starts cheaper.
56 out of 100 match$8/mo- 56 out of 100 matchContact sales
- 56 out of 100 matchContact sales
Your customer data, marketing automation & analytics, together
Covers 6 of 15 key features and has a free plan.
Free plan56 out of 100 matchContact salesA platform for managing proximity marketing campaigns and customer engagement.
Covers 6 of 15 key features and has a free plan.
Free plan56 out of 100 matchFreeContent intelligence platform for personalized digital experiences.
Covers 1 of 15 key features.
56 out of 100 match—