Montreal, QC (Sept. 5, 2018) – The robust Pathway automated insurance platform will now be available to the Canadian insurance brokers who use the Keal Broker Management System, SIG, thanks to the new partnership between Vertafore and Pathway.
As part of the new system integration, Keal users will now have a seamless two-way data synchronization with Pathway. The sync will allow brokers to perform essential marketing tasks like automating renewal letters, providing e-delivery of insurance documents and running fully automated email and cross-sell marketing campaigns.
Because the sync goes both ways, Pathway will push important email analytics back into SIG, such as which policyholders open emails as well as which email recipients click through to embedded links. “This exciting collaboration allows us to introduce Pathway to a much broader audience of brokers throughout Canada,” says Alek Mirkovich CEO and co-founder. “We think Keal users will find that our automated features are a great enhancement to an already best in class business management system and will save them significant time, money and will greatly improve cross sales on renewals and marketing communications.”
“Keal has always been the champion of integration and in this day, where Insurance consumers expect real time communication from their brokers, this integration will do just that,” says Keal Senior VP Renée Durepos.
About Vertafore & Keal Technology
Vertafore’s comprehensive insurance management software solutions allow brokers and carriers to adapt to the evolving insurance industry by efficiently scaling their businesses through deeper access to information and insights. The Vertafore platform features fast innovation, partnerships with the best technology companies and customizable solutions to help companies remain independent during a time of industry disruption. As the leader in modern insurance technology with the largest customer base in the industry, Vertafore connects every point of the distribution channel, from agencies and carriers to MGAs, MGUs and state governments. For more information about Vertafore, visit www.vertafore.com, read the company’s blog, and follow the company on Twitter, LinkedIn, and Facebook.
Keal Technology is the expert in Canadian broker innovation and a leader in the BMS (Broker Management Systems) and CMS (Commercial Management Systems) marketplace for insurance and financial services brokers. Keal offers an integrated suite of products designed to increase revenue through efficient use of technology. In 2016, Vertafore acquired Keal Technology, a leading provider of broker and commercial management systems in Canada. For more information, visit www.keal.com.
Pathway (pathwayport.com) is a Toronto-based software provider that helps small and mid-size insurance brokerages increase revenue and grow their customer base by leveraging the power of automated insurance marketing. The robust Pathway platform features three intuitive, time-saving tools: renewal automation, marketing automation and self-service kiosk. All three tools fully integrate with the BMS (Broker Management System) to provide a seamless insurance marketing experience.
Source: Keal TechnologyTags: Keal Technology, Pathway, platform, platform integration, Vertafore