Training and Consulting


            Working with our clients on the path of success

Pathway offers a variety of services for insurance brokers and companies, targeted at improving efficiency and strengthening your market position.  Services are priced individually or packaged to meet your unique needs.

Mergers and Acquisitions

•        Purchase and acquisition of Books of Business and entire brokerage

•        Preparing your integration and implementation plan

Technology Management

•        Process workflow design and implementation

•        Document scanning/filing/creation

•        Planning upgrades and enhancements

Strategic Planning

•        Corporate & Individual Business Unit Strategic Planning 

Staff needs and optimization

•        Insurance Broker Training and Consulting

•        Performance metrics

•        Value Optimizaton  


•    Specialized seminars based on individual requests

Project Management

•        Business Analyst - we provide analysts bridging Business & Technology

•        Project Management consultants

•        Vendor RFP's and RFI's