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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.

About

Wardly is certificate-of-insurance tracking software that automatically collects, grades, and monitors your subcontractors’ COIs against your requirements—so you’re never caught with an expired or non-compliant sub on the job. And it’s completely free, forever.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance agencies and brokerages seeking for an insurance software to stay connected to their customers, increase revenue, and attract new business

Audience

General contractors, property managers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$120 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Pathway
Founded: 2016
Canada
www.pathwayport.com

Company Information

Wardly
Founded: 2025
United States
www.wardly.ai

Alternatives

Alternatives

Diamond Billing

Diamond Billing

Insuresoft

Categories

Categories

Integrations

Applied Epic
HawkSoft
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360

Integrations

Applied Epic
HawkSoft
Momentum AMP by NowCerts
QQCatalyst
Vertafore AMS360
Claim Pathway Insurance Software and update features and information
Claim Pathway Insurance Software and update features and information
Claim Wardly and update features and information
Claim Wardly and update features and information