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Description

Pathpoint is a cloud-based software solution designed to simplify the complexities of Excess & Surplus (E&S) insurance for P&C agents. The platform enables agents to quickly generate accurate quotes, instantly download pre-filled ACORD forms, ...

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Use Cases

Key Features

  • Activity Tracking
  • Client Management
  • Activity Dashboard
  • Client Portal
  • Alerts/Notifications
  • Claims Management

Made For

Industries

  • Insurance
  • Financial Services
  • Risk Management

Customer Segments

  • Small Businesses
  • Mid-size Businesses

Supported Platforms

  • Web
  • Mobile

Pros

  • Significant time savings through automated quoting and ACORD form completion
  • Reduced errors and improved accuracy in policy documentation
  • Streamlined surplus lines tax calculation and filing
  • Enhanced efficiency for agents handling complex E&S risks

Cons

  • Potential reliance on carrier integrations for complete coverage options
  • Possible learning curve for agents unfamiliar with digital quoting platforms
Company Name
Pathpoint
Year Founded
2016
HQ Location
New York, NY
LinkedIn
51-200 employees
@pathpoint
1K-5K followers

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