As the air turns crisp, the leaves start to tumble, and pumpkin spice takes over our lattes, it's the perfect moment to pause and prepare for the busy season ahead—when holiday out-of-office messages and year-end deadlines stack up faster than the leaves on your front lawn.
At Pathpoint, we know that nothing disrupts your rhythm like chasing down policy changes or digging through email threads for that one confirmation. That's why we've made it easier than ever to self-serve your E&S accounts, stay in the know, and keep your pipeline moving—without ever leaving our platform. Take a moment to freshen your agency's E&S workflows with our self-service tools.
Instant Quotes That Feel Like a Warm Welcome
Our AI-powered Coverage Finder and Search Tool is like your seasonal scarf—essential and snug. Just type in your client's operations or account description, and it'll surface the available class codes. Once you're entering the submission, the Advisory Tool alerts you to any potential red flags, such as gut-rehab concerns. We've added enhanced questions to gather the necessary information for these items, so you can get quotes faster. Get instant quotes!
Bind Faster Than the First Frost
Instead of spending weeks chasing signatures, you can bind in just one afternoon. With our Automated E-Sign and Bind feature, queue the bind request and sign your half of the prefilled subjectivities. Then, Pathpoint takes care of the rest by emailing the insured their personalized e-sign packet and copying you so you're always in the loop. When the insured signs, we process the bind request—no extra clicks, no backdating nightmares, no redundant paperwork. Even if signatures are received over a weekend or a holiday, we’ll aim to keep the effective date in effect to avoid giving you more to-do’s — our goal is simplicity! Prefer to keep your hands on the wheel? No need to queue the bind request ahead, you can request later when you’re ready to bind —E&S binding your way. Start digital binding today.
Payments Without the Corn Maze
We have numerous choices in our day-to-day lives, from your morning coffee combo to how you quote your business — so why are non-admitted payments still so limited? With most companies, non-admitted requires automatic Agency Bill collections; however, with Pathpoint, we offer you the choice to elect a faster Direct Bill option with PathPay. Choose PathPay Insured or PathPay Agency— if you prefer —for real-time tracking, reduced financial risk, and automatic commission payouts. No more waiting on checks or awkward follow-ups. Enjoy a modern digital payment experience to lift the load from your desk (and your mindset). Explore PathPay.
Team Collaboration That's as Cozy as a Fireside Chat
Heading to a gathering or logging off early to enjoy a hot toddy? With Agency Collaboration, your team can seamlessly pick up wherever you left off—no duplicates, no confusion, just smooth handoffs so business never loses rhythm. Invite your team.
Inspections You Can Track Like Fall Foliage
From binding through inspection, keep tabs on the whole journey right within Pathpoint—no email chasing, no dropped threads, or unexpected cancellations. Set your inspection contact at binding, then see statuses, download reports, and upload proof of compliance in one spot. If a policy is marked for pending cancellation, we flag this to you in-app so that you can respond quickly to prevent a lapse in coverage. Track your policies.
Your Fall Takeaway
As we cozy up and prepare for the holiday hustle, lean on Pathpoint to keep your workflow crisp and totally under control. Quoting, binding, payments, and inspection tracking are all just a few taps away, so you can take a minute to relax with that warm cider.
Here's to a season of smoother E&S processes. Let's make E&S effortless together!
View our Self-Service Tools YouTube library and quote with Pathpoint today!