PathwayPort

🚀 Transform Your Insurance Agency and Brokerage with BMS Integration! Integrating your Broker Management System (BMS) with CRM tools like Salesforce, HubSpot, and Google Sheets can streamline workflows, boost data accuracy, and improve compliance. Save time, reduce costs, and enhance customer satisfaction by automating routine tasks. 🌟 Join Our Webinar to learn how PathwayPort’s DataPort can cut manual work by 70% and save your agency or brokerage up to $100k/year! 🔗 Register Here: https://lnkd.in/d3EkPZ_6 #insuranceagent #insurancebroker #insurance

Canadian Broker Network Technology Conference 2024 (CBN) is just around the corner, and we’re so excited to be part of it! 🎉😊 Meet amazing Dana Velimirovic and Sonja Paulina Kostovic and see for yourself why and how #PathwayPort automation tools can make a difference for your brokerage. 💼🚀 Many of our clients, such as Gallagher, Billyard Insurance Group, NFP, Isure insurance, pib Group, and many more, have experienced the benefits of automation. Let’s connect to discuss how PathwayPort's tools can help you too! 🤝✨ 🔗 BOOK A MEETING: https://lnkd.in/dkz9T5Z7 See the full list of our clients and their testimonials: https://lnkd.in/dWHfWifd

👍 IBAO is about to begin, and we’re excited to see you! 🎉 Our stand is all set, and we can’t wait to show you how PathwayPort can supercharge your #insurance #brokerage. 🚀 Stop by to learn how our automation tools can help you save time, boost revenue, and eliminate manual work—from sales to claims. Let’s chat about how we can help you transform your brokerage and make it more efficient. 💼✨ See you soon at IBAO! 👋 Dana Velimirovic Sonja Paulina Kostovic Insurance Brokers Association of Ontario #insuranceagent #insurancebroker

Did you know the global Insurance Platform Market is set to soar from $81.7 billion in 2023 to $156 billion by 2028? 🚀 The growth is being driven by policyholders' demand for: 💻 seamless digital experiences, 🎯personalized services, ⏩and faster claims. Insurance agencies and brokerages that leverage Business Process Automation (BPA), AI 🤖, and advanced technologies ⚙️ will lead the way in the insurance market. GET THE OFFER: https://lnkd.in/dx_Js8DJ #insurance #insuranceagent #insurancebroker

🚀 We're excited to be attending the #IBAO event in Toronto on October 23-24! If you're passionate about how automation and cutting-edge technology are revolutionizing the insurance industry, this is the perfect chance to connect. At PathwayPort, we help brokerages: 🛠 Automate tasks and streamline operations 📈 Enhance client communication and retention 💡 Provide data-driven insights for more efficient workflows ✨ Let’s meet at IBAO to discuss actionable strategies for growth and profitability in the digital era. Whether it’s reducing manual work or enhancing client relationships, we have the tools to help you stay ahead. 🤩 Dana Velimirovic and Sonja Paulina Kostovic from our sales team will be there. Click below to schedule a meeting with us! 🔗 BOOK A MEETING: https://lnkd.in/dkz9T5Z7 Looking forward to seeing you there and exchanging ideas! #insurance #insuranceagent #insurancebroker Insurance Brokers Association of Ontario

🚀 Ready to automate workflows, streamline operations, and cut manual tasks by nearly 70%? Join hundreds of insurance brokerages and agencies worldwide already transforming their business through automation! 🌐 With PathwayPort's DataPort, connecting your Broker Management System (BMS) to tools like Salesforce, HubSpot, and Google Sheets via Zapier has never been easier. 🔗 Don’t miss our exclusive webinar: DataPort: Connect Your BMS to Salesforce, HubSpot, and Beyond, happening on October 30! 📅 Nick Cinger, CTO at PathwayPort, will showcase how to seamlessly automate the flow of data between the systems your brokerage or agency uses. 💼 Save your spot now! 👇 https://lnkd.in/d3EkPZ_6 #insurance #insuranceagent #insurancebroker

 🚀 Exploring the Future Power of Automation in the #Insurance Industry! 🚀 In our upcoming discussions, we will dive deep into how automation will transform the way brokers manage client communication and scale their operations. 📢 We’ll highlight the key challenges brokers will face and demonstrate how automation will offer real, measurable benefits for brokerages. Here’s what we’ll be covering: 🔹 Automation’s impact on efficiency, client satisfaction, and profitability. 🔹 Integrating automation into current workflows for better communication. 🔹 Real-world strategies to streamline processes and drive growth. 💡 Automation is a game changer for insurance, and we’re excited to show how it benefits brokerages! Our host will be amazing Graham Goodman, joined by panelists Gemma Bee and Dana Velimirovic 📢 October 15, 2024, at 2 p.m. GMT. WTW Networks Routen Chaplin Insurance Brokers PathwayPort

✨ We’re still reflecting on the incredible experiences and insights gained at #BrokerExpo! A big thank you 💚 to all our partners, clients, and friends for making it such a memorable time. 🎉 BrokerExpo was a fantastic opportunity 👏 to explore the latest trends in insurance automation and learn about innovative solutions shaping the industry. It was inspiring to connect with so many thought leaders and professionals who share the same passion for advancing the future of insurance as we do at PathwayPort. 😀 Thank you once again for meeting with us. 💚 We look forward to the next chance for our paths to cross. Dana Velimirovic George Prokic Matt Bowles Graham Goodman P-J Cawley Grant Heath

The final preparations are wrapping up, and we’re thrilled for the opening of the Broker Expo! 🚀 The #Pathway Port team is beyond excited to meet all of you—our partners, clients, and fellow industry professionals. We’ve been working hard to ensure everything is set for an amazing experience, and we can’t wait to connect, share insights, and explore new opportunities together. The countdown is nearly over—let the expo begin! 🙌 See you soon! 👋 #insurance #marketingautomation George Prokic Dana Velimirovic Matt Bowles

🚀 Maximize Client Engagement with Triggered Email Campaigns 🚨 As an insurance broker, staying connected with clients is key to building lasting relationships and boosting conversions. One of the most effective ways to do this? Triggered email campaigns. 📢 These automated emails are sent based on specific actions your clients take, allowing you to provide timely and personalized communication. Whether it's sending a welcome email, reminding a client to renew their policy, or offering cross-selling opportunities, triggered emails can deliver significant results. 💡 Here are a few reasons to incorporate triggered emails into your strategy: ✅ Personalized Communication: Tailor your emails to individual client actions. ✅Increased Open Rates: Triggered emails have nearly double the open rate of traditional email campaigns. ✅High ROI: Studies show that triggered emails generate 18x more revenue than regular campaigns. Ready to see the impact? Learn more about what are 10 of the best triggered email campaigns for insurance brokers 👇 💡 #marketing #insurance #pathwayport