HawkSoft Two-Way API Integration: How Insurance Agencies Automate Workflows & Scale Faster HawkSoft two-way data integration, combined with a modern insurance automation platform like PathwayPort, enables agencies to turn their AMS into a growth engine. Through secure two-way API connectivity, policy, account, and client data sync in real time—powering insurance marketing automation, renewal workflows, and […]

Insurance Retention First, Then Expansion: Policy Cross‑Selling That Drives 15% Growth Insurance brokers can increase revenue by up to 15% within the first year by combining strong insurance retention strategies with automated policy cross selling. The most effective approach is not sending more emails, but triggering timely, personalized communication based on policy data, lifecycle events, […]

Insurance brokers are leveraging insurance marketing automation to slash administrative workloads by 70% to 80%, while supercharging client retention through streamlined repetitive tasks, personalized communication, and automated renewals. By integrating these tools with Agency Management Systems (AMS), insurance brokers reclaim time from manual data entry and document processing, focusing instead on high-value client relationships that drive insurance brokerage efficiency. Why Insurance […]

How Acturis Is Powered by the Modern Insurance Technology Ecosystem For modern insurance brokerages, the broker management system (BMS) sits at the center of daily operations. It manages policies, documents, client records, and renewal activity, forming the operational backbone of the brokerage. Among these systems, Acturis has become one of the most widely used platforms […]

Preparing for Ontario’s July 1 Auto Insurance Reform: A Broker Playbook Ontario’s auto insurance reform takes effect July 1, 2026, introducing a modular accident benefits system overseen by the Financial Services Regulatory Authority of Ontario (FSRA). Most coverage focuses on drivers. But the operational impact will be felt most by Ontario insurance brokers. This reform […]

Acturis Marketing Automation for Hedron Network Brokers (Powered by PathwayPort) The Hedron Network + PathwayPort integration connects the Acturis broker management system (BMS) to advanced insurance marketing automation. Designed for UK insurance brokers, this integration automates renewals, payment reminders, lead follow-ups, and client journeys while maintaining secure two-way data sync with Acturis. The result is […]

Why Generic Insurance Marketing Tools Break in Regulated U.S. Environments Automated emails are essential to insurance marketing, powering renewals, policy updates, billing reminders, onboarding, and client communication across U.S. insurance agencies. Yet many automated insurance emails end up in spam – not because of subject lines or declining email effectiveness, but because generic email marketing […]

How Insurance Operations Automation Helps Insurance operations automation is now the primary divider between brokerages that scale profitably and those that stall under administrative weight. As client volume, renewals, and compliance demands rise, revenue growth alone no longer guarantees profitability when operations remain manual. Research from McKinsey & Company, Deloitte, and Gartner consistently shows that […]

Why Insurance Automation Is No Longer Optional Insurance brokers across the UK are operating under unprecedented pressure. Yet behind the scenes, one persistent issue is quietly undermining productivity, profitability, and team morale: administrative overload. New research from Ricoh Europe (December 2025) confirms what many insurance professionals already know – too much time is being spent […]

How Smart Technology Improves Efficiency, Accuracy & Client Experience The UK insurance broking sector is under growing pressure. Brokers must deliver faster, more accurate service while keeping operational costs low – all while meeting increasingly complex FCA requirements. According to McKinsey, 60–70% of tasks handled by insurance brokers can now be automated, yet many UK […]