Empowering Agents with Self-Service Tools

By Pathpoint


As we approach the summer holidays and our upcoming annual Pathpoint Retreat (July 15th through July 17th), we want to ensure that our agents continue to have seamless access to all the tools and resources they need to manage their small commercial needs efficiently. While our team is out, our commitment to excellent service remains steadfast. Pathpoint agents can take advantage of a suite of self-service tools designed to facilitate your business operations without interruption:

24/7 Online Quoting

Our online quoting website is available 24/7, allowing you to generate quotes anytime, ensuring you can continue serving your clients promptly, even during weekends or holidays. Utilize Mix & Match quoting to save time finding package solutions on lessor’s risk, restaurant, and retail service accounts, rely on the Excess Liability popup to automatically generate excess liability for your contractors, and take advantage of Agency Collaboration for your own out office days for any account.

End-to-End E-Signable Binding

With our e-signature capabilities, you can complete the binding process entirely online. This end-to-end solution streamlines your workflow, eliminating the need for physical paperwork and enabling you to secure policies quickly and efficiently. Watch how seamless digital binding can be!

PathPay Digital Payments

PathPay, our digital payment system, offers a secure and convenient way to handle transactions. When agents create their Pathpoint account, they have two options: PathPay Insured (where the insured makes direct payments similar to direct bill) and PathPay Agency (where the agency collects and handles payments on the front end like agency bill). PathPay Insured is our agents’ favorite, as commissions come faster, and agents can preview financing estimates for all accounts. Whichever you choose, both ensure that all financial dealings are conducted smoothly and securely. Learn more by clicking here.

Help Center

The Pathpoint Help Center is your go-to resource for comprehensive support articles and FAQs. Covering a wide range of topics, including insurance basics, appetite, marketing resources, and more, it is designed to answer your questions and help you navigate any challenges you may encounter in your daily operations. Explore the Help Center here.

YouTube Channel

Our YouTube channel is a valuable resource with tutorials, trainings, tips, and updates. Whether you seek guidance on using our tools or seeking insights into the industry, our video library is available 24/7 to support your learning and development. Subscribe today.

Email Support

You can contact your Account Manager, Underwriter or utilize our email support at help@pathpoint.com to access our Customer Support team which will be working normal hours. For items that need to be escalated to Account Management or Underwriting there will be a delay.

Stay Connected

We encourage you to explore these self-service tools to seamlessly maintain your operations during weekends or out-of-office days. We aim to ensure you have all the resources you need to continue providing excellent service to your clients. A small team will be online for any urgent matters.

Thank you for your understanding and continued partnership. Have a wonderful and productive summer.

Happy Quoting!