Pathway Insurance SoftwarePathway
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Related Products
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About
Process client renewals in a fraction of the time it takes your staff to do them manually with automated workflows that are triggered by policy expiration dates. Connect with prospects and policyholders at every stage of the insurance lifecycle with broker-tested emails and automated workflows that maximize every interaction. Boost your online reviews while converting dissatisfied customers using the widely respected Net Promoter® survey tool to gauge and enhance the customer experience. Reduce your call volume and improve the customer experience by giving policyholders 24/7 access to their policy documents, proof of insurance, billing, and more. See for yourself how Pathway makes it easier for your brokers and CSRs to attract clients and keep them happy. Join us to learn how automated marketing solutions are transforming the way brokers and agents do business.
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About
The Simplest Way to Collect Insurance Payments. Accept credit card and ACH payments online. Speed up receivables, bind policies faster, and provide an experience your clients will love. Created by insurance experts for the insurance industry, ePayPolicy provides the simplest solution for insurance agents, brokers, MGAs, and premium finance companies to collect credit card and ACH payments. Easily collect credit card and ACH payments from insureds using your own branded payment page and unique URL. Collect and send funds across the insurance industry and utilize additional features after integrating your management system. Easily collect digital payments from insureds and pass them along to your broker and MGA partners with ease. ePayPolicy is on a mission to eliminate paper checks. Our simple, insurance-centric solution lets you collect digital payments and send funds across the industry.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Insurance agencies and brokerages seeking for an insurance software to stay connected to their customers, increase revenue, and attract new business
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Audience
MGAs, independent agents, brokers, premium finance firms
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$120 per month
Free Version
Free Trial
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Pricing
$20 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPathway
Founded: 2016
Canada
www.pathwayport.com
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Company InformationePayPolicy
Founded: 2014
United States
epaypolicy.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Insurance Agency Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Integration Features
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
Payment Processing Features
ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture
Recurring Billing Features
Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing
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Integrations
Vertafore AMS360
AIM
Applied Analytics
Applied Epic
BindHQ
HawkSoft
NowCerts
QQCatalyst
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Integrations
Vertafore AMS360
AIM
Applied Analytics
Applied Epic
BindHQ
HawkSoft
NowCerts
QQCatalyst
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