Grow your insurance brokerage with automation, client feedback and compliance tools

Time is tight, resources are stretched, and compliance demands are growing. But what if the key to growth wasn’t working harder—but working smarter?

That’s exactly what we explored in our recent joint webinar with PathwayPort: Growing Your Brokerage with a Smarter Client Experience.

If you missed it, here’s your chance to catch up. Discover how automation and purchaser-verified feedback are helping brokers unlock growth, boost retention, and stay ahead of the curve.

Watch on demand: Growing Your Brokerage with a Smarter Client Experience

Hosted by Feefo alongside Dana Petrovic from PathwayPort, the session brought together insights from hundreds of brokers across the UK, US, and Canada. 

Key topics covered in the webinar

1. Brand Reputation: How to use purchaser-verified feedback to build trust, attract talent, and amplify your brand online.
2. Digital Marketing Funnel: Learn how feedback boosts SEO, improves conversion rates, and supports upselling strategies.
3. Compliance and Consumer Duty: Streamlining compliance with feedback tools to save time and improve service quality.
4. Automation with Pathway Port: Discover how brokers are automating renewals, payment reminders, onboarding, and cross-selling.
5. Feefo + Pathway Port Integration: A walkthrough of how the Feefo and PathwayPort platforms work together to deliver seamless, data-driven client experiences.

We kicked off the webinar by exploring three key pillars of growth for insurance brokers.

1. Brand and reputation as a driver of growth

Your clients are your greatest marketing asset. Insurance brokers excel at referral marketing – but scaling that impact means amplifying positive feedback online. We discussed the importance of genuine, verified client feedback for helping help you build trust, attract new clients, and even draw in top talent. Transparency isn’t just good practice; it’s a conversion driver.

2. Think like a retailer and build your digital marketing funnel

From search rankings to website conversions, verified feedback plays a crucial role in your marketing and sales function. Insurance brokers can take a leaf out of the digital marketing retail playbook, and integrate real, policyholder-verified feedback to boost SEO, populate Google stars, and keep potential clients engaged on your site. And with Feefo’s Google integration, you can turn feedback into measurable marketing ROI.

3. Use the right tools for Consumer Duty compliance and streamline processes

With regulations such as Consumer Duty, insurance brokers need to show they’re listening and responding to clients. It’s important to collect feedback at key touchpoints, re-rate issues before they escalate, and generate reports that slot neatly into board packs. It’s compliance, streamlined.

4. PathwayPort: Automation That Works While You Sleep

Next, Dana from PathwayPort shared how insurance automation tools are transforming broker operations. With over 400 brokerages onboard, PathwayPort helps teams save 40–60% of time on admin-heavy tasks like renewals, follow-ups, and payment reminders.

Here’s how it works:

• Pre-renewal outreach: Automated emails go out 30, 60, or 90 days before renewal, complete with personalized questionnaires and coverage recommendations.
• Payment chasers: Branded reminders are sent automatically, escalating if needed—no manual chasing required.
• Cross-sell campaigns: Segment clients based on policy data and send timely, relevant offers. One broker paid off their entire Pathway subscription with a single campaign.

And because Pathway integrates directly with your policy admin system, there’s no need to export spreadsheets or sync data manually. It’s automation that’s accurate, timely, and scalable.

5. Feefo & PathwayPort: The Power of Integration

Michael O’Malley, Solutions Consultant at Feefo, wrapped up the session by walking through the seamless integration between Feefo and PathwayPort. Together, the platforms create a closed-loop system that collects feedback, drives insight, and powers smarter decisions.

Here’s what you get:

• Automated feedback requests triggered by policy events
• Customisable forms tailored to each touchpoint
• Verified reviews from real customers: no noise, just pure insight
• Granular reporting to track sentiment, performance, and compliance

Whether you’re looking to improve service delivery, refine your products, or demonstrate regulatory compliance, this integration puts data-driven insight at the heart of your brokerage.

Watch the whole session here.

Ready to grow smarter?

If you’re a broker who is time-poor but growth-hungry, this is your moment. Feefo and PathwayPort offer a smarter way to engage clients, streamline operations, and unlock new revenue, without adding headcount.

Want to see it in action? Book a consultation with our team today and discover how automation and verified feedback can transform your brokerage.