--- title: "Pathpoint Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Pathpoint Software - reviews, pricing plans, popular comparisons to other Insurance products and more." source_url: "https://www.capterra.com/p/242357/Pathpoint/" page_type: "product" language: "en" --- # Pathpoint Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 17, 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)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Pathpoint ## What is Pathpoint? Pathpoint enables licensed P&C insurance agents to quote, bind and issue small commercial E&S risk faster and more easily than ever before. Receive multiple bindable quotes for contractors, vacants, lessor’s risk only, and cyber liabilities in as little as 4 minutes. Get immediate access (without an upfront appointment) online, 24/7 and know you have humans to help when you need them. ## What is Pathpoint used for? [P&C Insurance](https://www.capterra.com/p-c-insurance-software/)[Insurance](https://www.capterra.com/insurance-agency-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Pathpoint?[Manage this product listing](https://www.g2.com/products/pathpoint-pathpoint/claim_requests/new?auto=true) ## Pathpoint Overview Updated September 2026 AI summary Pathpoint supports small businesses in the insurance sector with cloud-based tools for managing property and casualty policies. It offers policy and claims management, document handling, commission calculations, activity tracking, and workflow management. Additional features such as a self-service portal and customizable forms help agencies organize processes, maintain client records, and handle insurance operations more efficiently. ## 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. ### Pathpoint 0.0 VS. [4.7 (284)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting Price Contact vendor Starting Price $70 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.7 (258) Value For Money 0.0 (0) Value For Money 4.7 (252) Customer Service 0.0 (0) Customer Service 4.9 (237) ## Pathpoint alternatives [4.2 (142)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Starting price $1000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% 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 [4.7 (56)](https://www.capterra.com/p/225457/Anagram/reviews/) Starting price $150.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars Highest Rated [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/) [4.9 (258)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/198072/ePayPolicy/) ## FAQs about Pathpoint Overview ### What company size and specific industries is Pathpoint built for? Pathpoint is designed for P&C insurance agents across businesses of varying sizes, especially agencies that need software for property and casualty insurance workflows. It targets the insurance sector rather than general business use, making it best suited for professionals selling and managing P&C policies. Features and Usability ### What are the key features of Pathpoint? Pathpoint includes claims management, policy management, and insurance policy management for handling coverage records and claims workflows. It also offers client management, a client portal, and self service portal access, plus workflow management, pipeline management, reporting and statistics, document management, customizable forms, and commission calculations. Getting Started and Support ### What customer support options does Pathpoint offer? Pathpoint provides email/help desk, FAQ/forum, phone support, and chat. Support access is centered on direct contact and self-service help resources, but there is no reviewer feedback available here to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 470 Insurance reviews Capterra data shows that buyers of insurance software rank the following features as their top priorities: - **Payment Processing** (**64%** of reviewers rated this feature as critical) - **Insurance Policy Management** (**56%**) - **Policy Management** (**52%**) Pathpoint includes **Insurance Policy Management** and **Policy Management**, giving insurance teams a way to manage policy details, maintain coverage records, and handle policy workflows more efficiently. However, it does not offer **Payment Processing**. Instead, it provides other important features that reviewers also value, including **Document Management** (**53%**), **Activity Tracking** (**46%**), and **Quotes/Estimates** (**43%**). These features help businesses keep policy documents organized, monitor ongoing work, and prepare pricing information, allowing teams to manage day-to-day insurance operations with better visibility and control. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Claims Management Process of submitting and following up on claims with insurance companies Client Management Manage contact details and communication with clients Client Portal Private online space that lets businesses securely share documents and provide information access to clients Pathpoint 28 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Claims Management: Process of submitting and following up on claims with insurance companies - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Commission Calculations: Calculate employees' commissions based on certain rules - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Customizable Forms: Customize contracts and forms to collect specific information - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Forms Management: Store, manage and track all forms in a centralized location - Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Policy Management: Create, manage, and track policies and procedures within an organization - Property & Casualty: Specialized for companies in property and casualty (P&C) insurance sector - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Reporting: Active reporting of data and metrics - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status Tracking: Track the status over time for a request, process, asset, or transaction - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available 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 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 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.