Pathway Integration

Pathway integration provides a clear path to more policyholders by empowering your insurance brokerage with a comprehensive suite of automated marketing tools that integrate seamlessly with Power Broker and get delivered in a polished, mobile-friendly message that connects with your target audience. Some examples of their work flow include prospect series, referral series, birthday emails, automated newsletters, home and auto renewal process, claims series, hazardous weather warnings, lost client series and much more...

For more details on the Pathway integration solution please contact them at:

Phone: 416-361-3461 x113

The Power Broker integration module can be purchased by contacting Power Broker sales:

Phone: 1-877-774-9444

Getting Started:

Congratulations on getting started with your new Pathway Integration. The next few steps should be relatively easy, but should you feel you need assistance, please feel free to contact our Power Broker support team and we will be happy to assist.

Please contact Pathway Integration first and they will assign your own Pathway Security Key. Then, open Power Broker and go to Utilities - Define Your Company Information - Integrations 3 tab. In the space provided, please complete the fields required as the example shown below:

Pathway Configuration from the Define Your Company Information screen:

Testing a Single Customer:

Check to see if your transmission is working successfully by testing on one customer screen, click on the Pathway Integration tab at the top left of the screen. it will prompt you to confirm the customer file that you are sending, click 'Send File'.

To check if the client file has been transmitted to Pathway Integration, please browse to the file explorer and check the time stamp of the most recent XML file.

Then, go under the EDI tab, click on Transmit Customers to Pathway Integration. You will want to sync back to the last time your data was initially synced.

*Note: It is required at all workstations to have the short date set to default as shown in the example below.

Variable XML Transmission from Power Broker to Pathway

For commercial brokerages, during an initial sync. to Pathway it was discovered that the standard 40 customers and their policies per XML file did not work properly as some of the commercial customer had 100 or more or less active policies. This resulted in some very large XML files (30+ megabytes) which are cnsiderably larger than what is realistic in terms of sending XML over the open InterNet.

As a result, there will be an option to choose the number of customer's per XML file that can be defined in the Pathway Integrations section of Define Your Company Information. The default number is 40 but for brokerages that have large Commercial Books of Business, they may need to lower this number to 10 or 15.
(*NOTE: Power Broker version not yet released with this enhancement)

To schedule Pathway in Power Broker Task Scheduler please review images below:

The Pathway Integration scheduler works with your Windows task Scheduler to do an automatic 'send and receive' to your Pathway Integration interface. While you are able to individually send the client file from the customer screen, by doing it through the Task Scheduler it will transmit the customer files all at once up to multiple times a day.

In Power Broker - Task Scheduler - Task Scheduler Manager

In Windows - Task Scheduler - Create Task: