Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

AgentExpress stands out as an innovative quoting and enrollment platform, transforming the conventional CMS experience to empower brokers in the dynamic world of insurance. Our unique approach combines technology, comprehensive training, and unwavering support to enable agents to deliver exceptional service to their clients. With decades of expertise in both the insurance and tech industries, AgentExpress leads the market in broker technology solutions for Medicare Advantage, MAPD, PDP, Medigap, ACA, Ancillary, and Final Expense Life. When you partner with AgentExpress, you gain a dedicated team focused on your business success. Expand your enterprise through extensive product knowledge, advanced technology, and sales training, which can be accessed via our weekly webinars, collaborative training sessions, or through our pioneering micro-learning platform designed specifically for insurance professionals. This commitment to agent development ensures that you are always equipped to adapt to the industry's evolving demands.

Description

With automated workflows that are triggered based on policy expiration dates, you can process client renewals in fraction of the time it takes staff to do manually. With broker-tested emails and automated workflows that maximize each interaction, you can connect with prospects and policyholders at all stages of the insurance lifecycle. You can boost your online reviews and convert dissatisfied customers with the well-respected Net Promoter®, survey tool. It helps you gauge and improve the customer experience. You can reduce your call volume and improve customer experience by giving policyholders 24/7 online access to their policy documents, proofs of insurance, billing, etc. You can see how Pathway makes it easier to attract clients and keep them satisfied for your CSRs and brokers. Learn how automated marketing solutions can transform the way agents and brokers do business.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Applied Epic
HawkSoft
NowCerts
QQCatalyst
Vertafore AMS360

Integrations

Applied Epic
HawkSoft
NowCerts
QQCatalyst
Vertafore AMS360

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$120 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AgentExpress

Founded

2014

Country

United States

Website

www.agentexpress.com

Vendor Details

Company Name

Pathway

Founded

2016

Country

Canada

Website

www.pathwayport.com

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Alternatives

Alternatives