PathwayPartners Company Info - Nov 2016
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Pathway Partners Inc. With you on the Pathway to success
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Transcript of PathwayPartners Company Info - Nov 2016
Pathway Partners Inc.
With you on the Pathway to success
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
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.
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.
Pathway Partners Inc.
Services• Performance/Efficiency Audit• Benchmarking and Progress Audit• Solution Analysis• Prepare and Manage RFP’s & System Implementations• Business Process Review
Services
Business Process Review
Value Optimization
Solution Overview & Implementation
Consulting Services
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
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
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
Consulting Services
• Project Management• Business Analysis• Documentation & Training Guides• Producer coaching and sales
management• Best practices and industry standards
Product Experience
Overview
All programs focus on driving improved efficiency
• Assigning Work to Appropriate Resource Level • Eliminating Processing Duplication• Maximizing High Value Activities• Demonstrating Customer Value
Contact Greg Purdy, Managing Partner
Direct Line: 416-388-6432 Email: [email protected]
Michelle Cole-Kennedy, Managing Partner Direct Line: 647-784-7759 Email: [email protected]
Main office: Phone: 416-214-4284www.pathwayltd.com
