HawkSoft, an Oregon-based martech firm serving independent insurance agents, has formed an integration with Pathway, a Canadian automation platform that helps agencies streamline client-facing communications like email and text.
Pathway brings to the partnership “a wide-reaching feature set that allows agencies with small marketing teams to function like robust, dedicated marketing teams" to deliver relevant messaging, says Rushang Shah, chief marketing officer at HawkSoft.
The new Partner API allows Pathway to populate client and policy information from the HawkSoft agency management system and to drive timely emails and texts, including renewal reminders.
In addition, agencies can utilize online forms for collecting leads while providing insured customers with a digital wallet for insurance details, HawkSoft says.
Mutual customers of Pathway and HawkSoft can now enable API integration using HawkSoft’s Marketplace.
"Communication is an essential part of any agency, so automating messages during the entire customer lifecycle is time-saving for staff and improves client retention," says Alek Mirkovich, CEO of Pathway.