1. Pathway Partners Inc.
With you on the Pathway to
success

2. Pathway Partners Inc.
A boutique consulting company specializing in the
insurance industry.
Our managing partners and consultants are
experienced subject matter experts in:
• Broker & industry training
• Business processes and best practices
• Industry trends and solutions
• Scalable solutions to optimize workflows
• Underwriting
• Production

3. Our Broker Clients
From family owned & operated local brokerages to
multi-national organizations we offer consultation
and project management services to help our
customers achieve operational success.

4. Our MGA, Carrier & Vendor Clients
From niche market solutions to platform systems,
we offer consulting services to help your sales
process and product development reach out to the
broker community.
We help align your opportunity against the market
demand.

5. Pathway Partners Inc.
Services
• Performance/Efficiency Audit
• Benchmarking and Progress Audit
• Solution Analysis
• Prepare and Manage RFP’s & System Implementations
• Business Process Review

6. Services
Business Process
Review
Value Optimization Solution Overview
& Implementation
Consulting
Services

7. Business Process Review
Beyond Excellence Broker Program
• Developed with Broker Partners
• Workflow Analysis/Validation
• Best Practice Comparison
• Exception Handling/Escalation
• Abeyance and Follow-up Tracking
• Standardized Activity Tracking
• Automation Review

8. Value Optimization
Operational Optimization
• Start with standard benchmarks
• Decisions made based on Value and ROI
• Goals set
• Monitor results for progress and success
• Build on strengths and celebrate progress
Achievements
Current
Position
Opportunity

9. Solution Overview
Review of existing solutions
• Assess system needs and gaps
• Define requirements
• RFI/RFP/Demo’s required
• Results summarized and analyzed
• Project Management services available
• Contracting
• Implementation
• Testing
• Training and Documentation

10. Consulting Services
• Project Management
• Business Analysis
• Documentation & Training Guides
• Producer coaching and sales
management
• Best practices and industry standards

11. Product Experience

12. Overview
All programs focus on driving improved efficiency
• Assigning Work to Appropriate Resource Level
• Eliminating Processing Duplication
• Maximizing High Value Activities
• Demonstrating Customer Value

13. Contact
 Greg Purdy, Managing Partner
Direct Line: 416-388-6432
Email: gpurdy@pathwayltd.com
 Michelle Cole-Kennedy, Managing Partner
Direct Line: 647-784-7759
Email: mcolekennedy@pathwayltd.com
Main office:
Phone: 416-214-4284
www.pathwayltd.com