Pathway brochure (PDF)

Automated
Lifecycle
Marketing
FOR INSURANCE BROKERS

WELCOME

W E AT H E R
A LE RT

HAPPY
BIRTHDAY

75% of companies using marketing automation see ROI
within 12 months, 44% within 6 months.
– Focus Research

Event-triggered messaging saves approximately 80% of
direct mail budget.
– Gartner Research

Relevant emails delivered through marketing automation
drive 18 times more revenue than email blasts.
– Jupiter ResearchJupiter Research

By 2020, customers will manage 85% of their relationships
without talking to a human.
– Gartner Research

How Pathway Works
Pathway provides a clear path to more policyholders by empowering your agency with a comprehensive suite of automated
marketing tools that integrate seamlessly with your current BMS and get delivered in a polished, mobile-friendly message that
connects with your target audience.

BMS

NEWS
Claims
Follow Up
Online
Review
Request

1

We integrate Pathway with
your BMS

2

Brokers use the BMS as
they normally would

3

Welcome!

Happy
Birthday
We Miss You

Referral
Request

Pathway triggers relevant
emails automatically

Triggered Messages
Pathway arms your insurance agency with automated email campaigns that simplify
the way you market to leads and customers throughout the life cycle. Each
campaign is seamlessly integrated with your BMS to trigger the right email at the
right time.

– Warm Leads

– Refer-a-friend

– Welcome Series

– Account Renewal

– Cross-sell

– Claims Follow-up

– Online Review

– Hazardous Weather

– Automated Newsletter

– Lost Souls

– Birthday

Right Message + Right Time = More Sales
Our intuitive automatic trigger system delivers the right message to the right
prospect or policyholder at the right time helping your agency boost renewal
commissions and new policy sales.

DAY 1

WELCOME

DAY 7

CROSS SELL 1

DAY 12

TESTIMONIAL

DAY 20

ONLINE REVIEW

DAY 25

REFERRAL

Contact Manager

Contact details
Contact
Details

edit

James Taylor

350 Avenue Road,
Suite 3410
Toronto, Ontario M5R 1M5
Canada

Director of Sales, Bond Energy

Manage your entire database of
contacts in a few simple clicks with
Pathway’s Contact Manager.

Policyholders

jamestaylor@bond.com

Last viewed email from
Maui, USA

Jacob Martin

andreasch@cfib.ca

Noa Cohen

mcohen@cma.org

Juan Diaz

Mobile +1.416.555-3300
juan.diaz@whiteoaksresort.com

Work

+1.416.555-2354

Ben Schmidt

ben.schmidt@btelevi sion.com

Pathway keeps your agency’s contact list tidy

Francesco Rossi

frossi@gap.ca

and spam-proof by automatically handling

Daan Jansen

daanjansen@liberty.ca

James Taylor

Activity Overview
jamestaylor@bond.com

Hugo Garcia

hgarcia@gmail.com

Miguel Silva

miguelsilva@gmail.com

new subscribers, unsubscribes, bad emails
and spam complaints. A detailed Activity
Overview also lets you know how each
contact interacts with your email campaigns.

Birthday
Broker

Work
Personal

January 24, 1970

www.bond.com
www.jamestaylorblog.com

Gender

Male

John Wilson

10

70
10

5

1

Emails Sent

Views

Positive

Negative

%

50

10

%

%

Pathway’s world-class data centers are located in Canada so your agency’s sensitive data never leaves the country. We have redundancy at every
layer of our application to ensure a smooth recovery in the event of any type of hardware failure. All sensitive data is stored on our secure servers
behind a constantly maintained firewall. More sensitive data is encrypted.

PATHWAY SYNCS WITH

Online Reviews
Pathway makes it easy to turn favorable
feedback from your clients into positive
online reviews. As part of this
automated workflow, Pathway sends a

ACME INSURANCE INC.

Thank you for your feedback!
Please take a moment to share your experience with us on one of these review sites.

short email survey to your clients asking
them to tell you how happy they are
with your quality of service.
When the feedback is positive, the client can
seamlessly post their comments to Yelp or
Google. Otherwise, the feedback is sent
directly to your agency for quality
improvement.

REVIEW

REVIEW

REVIEW

Hazardous Weather Alerts
Keep your clients informed about potentially dangerous weather conditions in their
area with Pathway’s Hazardous Weather Alerts. Each alert is triggered by data from
reliable local weather sources.

From: John E. Agent

No matter what the weather condition may be, if it poses a potential risk to the safety of your
clients, we offer an alert that provides constructive tips to help them respond quickly and in a

Hide

To: michael.thompson@gmail.com

Heavy Snowfall in Your Area
Today at 6:25 PM

manner that protects their loved ones and property.

W E AT H E R A L E R T

– Strong Winds

– Snowsquall

– Hurricane

– Frost advisory

– Heavy Rainfall

– Flash freeze

– Thunderstorm

– Extreme Cold

– Heat Wave

– Winter Storm

– Blowing snow

– Blizzard

– Freezing rain

– Dust storm

– Snowfall

– Fog

Dear Michael,
Heavy snowfall is expected in your
area soon. We care about your safety
and want to make sure you are
prepared to protect yourself against
potential hazards that come with this
type of weather.

Connect with
Newsletters
Build an engaging newsletter that
delivers quality content in a professional,
mobile-responsive design.
Pathway’s easy-to-use, drag-and-drop
templates make it simple to design a polished
newsletter. On top of that, we give you access
to an extensive library of informative articles
on a wide range of insurance-related topics.
With more than 150 articles on topics from every insurance category, we supply everything you need to customize multiple newsletters for all your
business lines. We even make it easy for you to add your own unique content to the mix. Examples of some of our most recent articles include:
– The High Cost of Employee Fraud

– Car Insurance for Teen Drivers

– 4 Reasons to Change Your House Locks

– 6 Ways to Lower Your Small Business Insurance

– Insurance & Divorce: What to Consider When You Part Ways

– 10 Safety Tips for Driving After Dark

Mobile Friendly
Emails
No need to wonder whether your emails
will look great on desktops, tablets and
smartphones.
Pathway’s responsive email design adjusts
automatically to your recipient's device to
provide the best viewing experience.

Set It Once. Benefit Forever.
Marketing is a full-time job. Let it be ours not yours. Our automated marketing solutions fully integrate with your existing BMS
so you can set things up once and check back periodically when time permits for basic maintenance. While you’re away, we’ll
be busy:

Nuturing Leads

Saying ‘Happy Birthday’

Sending Newsletters

Convert more insurance leads into clients with

Automated Special Day email campaigns let

Share insurance news, tips, promotions and

Pathway’s automated soft and warm leads

your insurance clients know you care about

agency updates using proven professional

campaigns.

their milestones.

content and designs.

Reminding Staff

Asking for Referrals

Sharing Reporting

Prompt your team members to follow-up with

Get your clients to toot your agency’s horn

Track the success of all your Pathway

insurance leads and clients using automated

using Pathway’s Online Review & Refer-a-

campaigns and share the detailed analytics

email reminders.

Friend campaigns.

with your entire team.

Campaign
Analytics
Pathway provides detailed analytics to
help you discover ways to make your
campaigns a success.
See who opened your emails and newsletters
as well as who shares your content on
Facebook, Twitter, Google+, LinkedIn and
Pinterest with analytics we pull from buttons
embedded in your emails.

What Could Your Growth Be?
Increasing your client retention by a few percent could go a long way in boosting annual revenue. Visit pathwayport.com to
calculate your numbers on the growth calculator.

ANNUAL REVENUE

$

NUMBER OF CLIENTS

2,000,000

.00

2,000

$

NEW CLIENT GROWTH

RETENTION

86

AVERAGE REVENUE / CLIENT

%

89

%

15

%

1,000

.00

GROWTH IN REVENUE / CLIENT

18

%

0

%

5

%

$4,000,000
$3,000,000
$2,000,000
$1,000,000
$0
YEAR 1

YEAR 2

YEAR 3

YEAR 4

YEAR 5

Contact Us
Schedule a free demo to see for
yourself why Pathway is the most
effective and affordable system on the
market to achieve your growth goals.
131 Bloor Street West, Suite 200
Toronto, Ontario M5S 1R8
Tel: (416) 361-3461 x113

Alek Mirkovich

Email: alek@pathwayport.com

CEO Iterro Inc.