# Pathway Insurance Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Pathway Insurance Software - reviews, pricing plans, popular comparisons to other Email Marketing products and more.

Source: https://www.capterra.com/p/217038/Pathway/pricing

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# 

 Pathway Insurance Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Pathway Insurance Software

## What is Pathway Insurance Software?

Pathway is an all-in-one automated insurance platform designed exclusively to help insurance agencies manage and streamline client-facing communications using emails and texts. The software can automate renewal, billing, weather and marketing workflows. Key workflows include prospect nurturing, welcoming new clients, pre-renewals, questionnaires, document delivery, quote follow-ups, claims notifications, cross-sell, referral requests, Google reviews, billing notifications and more.

## What is Pathway Insurance Software used for?

[Insurance Policy](https://www.capterra.com/insurance-policy-software/)[P&C Insurance](https://www.capterra.com/p-c-insurance-software/)[Commercial Insurance](https://www.capterra.com/commercial-insurance-software/)

Top alternative

Featured

Overall rating

Based on 6 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$199

Usage Based, Per Month

Free trial  
not available

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Our "Best of" badge program showcases products with the highest ratings...

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Do you work for Pathway Insurance Software?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.pathwayport.com&name=Pathway Insurance Software)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Pathway Insurance Software

5.0 (6)

VS.

[4.2 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/)

Starting Price

$199

Usage Based, Per Month

Starting Price

$61

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.7 (6)

Ease Of Use

4.0 (951)

Value For Money

4.8 (6)

Value For Money

4.2 (774)

Customer Service

5.0 (6)

Customer Service

4.0 (746)

## Pathway Insurance Software alternatives

[4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/)

Starting price

$70.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

Highest Rated

[4.9 (79)](https://www.capterra.com/p/166909/A1-Tracker/reviews/)

Starting price

$200.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[0.0](https://www.capterra.com/p/190680/GO-INSUR/#reviews)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

0%

of reviewers

rated it above 4 stars

[3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

55%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

A/B Testing

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

API

Application programming interface that allows for integration with other systems/databases

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Autoresponders

Create and automatically send premade copy in response to customer messages

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Broker/Agent Portal

Online portal for brokers/agents to add, edit, update or access required information

Pathway Insurance Software 53 features

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Create and automatically send premade copy in response to customer messages

Create, manage, and send invoices or bills to customers

Online portal for brokers/agents to add, edit, update or access required information

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Track and manage schedules and meetings via an integrated calendar

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act

Process of submitting and following up on claims with insurance companies

Manage contact details and communication with clients

Specialized for organizations who focus on commercial projects and processes

Configure existing workflows to meet your organization's needs

Manage, organize, and store contact information

A website or login for customers to access information

Tool to send questionnaires to customers to gauge feedback

Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.)

Customize data fields to support various needs and use cases

Import and export data to and from software applications

Store, manage, and track all electronic documents in a centralized location

Send automated marketing emails based on user actions over a predetermined period

Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience

Plan, execute, and analyze email marketing campaigns

Create and send email blasts/campaigns

Predefined actions automatically performed on the occurance of specific events

Store, manage and track all forms in a centralized location

Create, design and modify the flow and processes of tasks in a project

Store and manage images

Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage

Create, administer and manage insurance policies for various customers and insurance lines

Create landing pages or online forms designed to capture new leads and prospects

Businesses operating within the life and health insurance sectors

Manage contacts across multiple mailing lists

Automate workflows and trigger campaigns based on customer actions

See past and upcoming campaigns and communications in a calendar view

Optimize content to ensure it is easily accessible for mobile users

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Create, manage, and track policies and procedures within an organization

Specialized for companies in property and casualty (P&C) insurance sector

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Search and filter data across systems to locate required information by entering keywords or certain criteria

Group leads or contacts based on their specific characteristics

Add or remove subscribers from mailing lists

Create, manage and track all task activities and progression

Create, save, and re-purpose templates for emails, forms, etc.

Set up connections to third-party platforms to improve business processes

Alter the default workflow to meet your organization's needs

Create, design and manage workflows for repetitive tasks

What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface

Get Advice

We can help you find the software with the features you need.

Features

4.7 (6)

4.7

Based on 6 reviews

## Pricing

Value for money

4.8 (6)

Office Bot

$199.00

Usage Based,Per Month

It includes:

-   Core Features:
-   Automated Daily BMS Sync
-   Unlimited Staff Accounts
-   Send Unlimited Emails
-   Lead Gen Forms
-   Reporting & Statistics
-   30-Day Onboarding
-   3 Personalized Emails
-   Unlimited Chat Support
-   \------------------------
-   Renewal Workflows
-   eDelivery (document delivery)
-   Proof of Insurance
-   Billing Reminders
-   SMS Texts (500)

Marketing Bot

$199.00

Usage Based,Per Month

It includes:

-   Core Features:
-   Welcome Campaign
-   Quote Follow-Up Series
-   Prospect Series
-   Cross-sell Campaign
-   Refer-a-friend Campaign
-   Online Review Campaign
-   Happy Birthday Email
-   NPS® Email Surveys
-   Claims Series
-   Lost Clients
-   StormVision Weather Alerts
-   Newsletter Articles (500+)

Mega Bot

$314.00

Usage Based,Per Month

It includes:

-   Core Features:
-   All From Office Bot
-   All From Marketing Bot

Value for money

4.8 (6)

4.8

Based on 6 reviews

## Integrations

[

ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[

NowCerts](https://www.capterra.com/p/132779/NowCerts/)[

Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[

EZLynx](https://www.capterra.com/p/102928/EZLynx/)[

HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/)[

Vertafore AMS360](https://www.capterra.com/p/113472/Vertafore-AMS360/)[

QQCatalyst](https://www.capterra.com/p/36109/QQCatalyst/)[

Applied TAM](https://www.capterra.com/p/212588/Applied-TAM/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

5.0 (6)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (6)

5.0

Based on 6 reviews

## User reviews

Overall rating

5.0

Based on 6 reviews

Filter by rating

5(6)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

JU

Joyce U.

President

Insurance

### "Digitial Transformation and Ease of Doing Business rolled into one convenient product/service!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 9, 2021

The Pathway team members are available to assist. They made the transition easy and we feel the new innovative customer touch points is something that was needed and we will never go without. From our clients to staff - Pathway has received praise for bringing our digital presence to the forefront.

Pros

The ease of use with edoc delivery and customer login in the kiosk to keep our customers informed and current.

Cons

I do not have a con. We are very happy that we decided to go with Pathway as a vendor.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

April 12, 2021

With Carriers going paperless Edoc delivery has been very popular with our Canadian brokers. We're so grateful to have you as a client Joyce! Thanks again for your support.

LF

Laurie F.

Account Technician

Insurance

### "Pathway Software"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 7, 2021

We were manually having staff create renewal letters for all policies in our brokerage. The time associated in preparing these letters, cost of postage, letterhead, envelopes, etc has been reduced. The Pathway software is a very efficient way of reaching out to our clients. We are continuously seeing improvements & new features which is making their product the best it can be. Service and support is top notch - our technical questions are answered promptly and explained in detail. The Pathway staff is super knowledgeable.

Pros

I am very impressed with the software and the system is very user friendly. We have received some positive feedback from our clients - most like the quick and easy renewal reviews/surveys that are sent out by email to our clients. It's a great tool to connect with our clients quickly, especially during this pandemic. The library of newsletters is great with very up-to-date articles for our clients.

Cons

One feature that is missing for our brokerage is 2-way integration (Our BMS is TAM Online -- Applied Systems. In this regard,we manually attach all outgoing pre-renewal emails to each client file in our system. When we originally commenced with Pathway in 2019, the set-up filters were very confusing in the beginning. Pathway has since improved the filter set up which makes creating manual and automated emails much easier.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

April 12, 2021

Hi Laurie, Glad to hear you're receiving positive feedback from policyholders and you're liking the article library. If you have any article ideas feel free to suggest them. I completely agree that the user experience around the filters wasn't great in the past but I'm glad you think the current ones are. We're trying to improve them even more and are always trying to make it easy for you to slice and dice your data.

CV

Carolyn V.

COO

Insurance

### "Connect with our customers"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 6, 2021

We sometimes come across issues with clients opening up documents on from our email. Pathway is always very responsive with any of our concerns and addresses our issues quickly.

Pros

Pathway Insurance Software has opened an avenue to keep our clients updated on current changes in the Insurance world. We are using the software to send out digital copies of policies to our clients as well as the Marketing section to stay in touch with our clients and provide informed information to them so they understand their insurance policy clearer.

Cons

I would like to have more control on setting up and removing users. We sometimes have issues with wrong name being attached to an email. The default name is attached as Pathway and Vertafore are not communicating. I have reviewed all the set ups to make sure correct codes are being used, but this still sometimes happens.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

April 12, 2021

Hi Carolyn, Thank you very much for taking the time to review Pathway. Potential clients always prefer to hear both Pros and Cons from fellow brokers. I believe the issue with wrong staff names has been resolved a couple of months ago but a full resync would be necessary to prevent it from happening to some old clients. I'll keep you in mind for new product releases!

TA

Tracy A.

Technical and Systems Support Specialist

Insurance

### "Pathway Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 1, 2021

It has been a very positive experience overall, especially given that most insurance companies are going paperless. It has been easy to send emails to targeted groups and set up daily email delivery with insurance documents.

Pros

It can easily target the client base that is required for specific marketing plans. The filters take some getting used to but the are quite thorough. The customer support is absolutely amazing.

Cons

at the moment i'm quite impressed with the softward. at first i didn't like the way the filters were set up but they've changed it and made it more user friendly.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

April 12, 2021

Hi Tracy, Thank you for the review. It's much more efficient to automate document delivery than attaching PDFs to email manually. Some clients are telling us that they have cut their CRS's/TSR's time in half! Setting up automated document delivery workflows is becoming standard for Canadian brokerages. The biggest challenge for us is allowing users to do complex segmenting while making the software easy to use so it's great you feel it's more user-friendly.

JR

Jamie R.

Marketing & Communications Manager

Insurance

### "Come for the Software, Stay for the Client Service"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 1, 2021

The team is great. We've built a great rapport with our dedicated Account Manager and Client Success Managers. They're intuitive to our needs, responsive and quick to help or suggest a solution whenever a problem arises. We're thrilled with the service we get.

Pros

Pathway is always evolving and adding new features to add value to an already stellar product. The filters and segments are intuitive and the client service is second to none.

Cons

Certain functionality seems to be in development a lot longer than anticipated, not being able to create and launch your own surveys, for instance. There have been occasional hiccups with syncing but the team has addressed issues head-on professionally and quickly.

Switched from

[Fuse](https://www.capterra.com/p/166782/Connect/)

The service from Agency Revolution became worse and worse over time. Our migration to a new piece of broker management software caused them major headaches and delays even when they said it would not. Classic case of over-promising and under-delivering.

Reasons for choosing Pathway Insurance Software

At the end of the day, the biggest reason we chose Pathway was because of their dedicated service team in Canada and the fact that they bill in Canadian dollars. As a Canadian company, this means a lot to our bottom line.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

April 12, 2021

Thank you for the kind words Jamie! You've been such a great client and I can say that our Client Success Managers do appreciate the pat on the back! We're working on getting features out quicker... always been challenging. I think the other challenge for us is maintaining this high level of support as we scale ;) but we'll figure it out. BTW - I might steal your title 'Come for the Software, Stay for the Client Service'

TW

Tricia W.

Personal Lines Manager

Insurance

### "Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 1, 2021

Pros

The program is user friendly - staff are helpful to walk you through the steps. After 10 months I feel much more comfortable with system than I did years on our old APP platform. reports and service is great. Darko has been very instrumental with our implantation. Consistency with support is key.

Cons

If not for our marketing company i would not have been able to set up the delivery of emails with such speed. thankful but delayed my learning. that was something i allowed but getting a hand of it now.

Switched from

[Applied CSR24](https://www.capterra.com/p/212628/Applied-CSR24/)

Pathway is the whole package - and easier for client use

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

April 12, 2021

Thank you Tricia! During our regular internal meetings, I do hear about Nicol's progress and glad to hear Darko has been able to help. Lots of new features coming!

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