Pathpoint Onboarding - Start Here!
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Thanks for trusting Pathpoint with your small commercial E&S needs! Pathpoint was founded with the mission of making E&S fast, easy and streamlined. Follow the steps below to get the most out of Pathpoint quickly!

1. If you haven't yet, register an account

Click here to get to Pathpoint's registration page and get set up with an account in just a couple of minutes.

2. Get appointed

Completing the appointment process with Pathpoint takes just a few minutes and doing it right away will save you time when you're trying to bind an account for a client. For step-by-step instructions on how to get appointed, click here.

3. Set up your PathPay payment processing account

One of the great features that Pathpoint offers to agents is 100% fully digital payment processing, whether you choose PathPay Insured or PathPay Agency. With PathPay Insured, the Insured pays premiums to Pathpoint directly, and your agency is never on the hook for payment. With PathPay Agency, your agency pays Pathpoint on behalf of the Insured. Whichever way you choose, payment can be made via credit card, ACH or wire transfer and you can always check payment status in your PathPay dashboard. For step-by-step instructions on how to get set up with PathPay, click here.

4. Review Pathpoint's appetite

You can find a full list of Pathpoint's appetite with ISO and NAICS code, and ISO code descriptions here. You can filter and sort by vertical, or you can press CTRL + F (CMD + F on Mac) and type in what you're looking for. You can also access appetite information in the Help Center at this link, and on our website, Pathpoint.com. If you have a specific question about appetite that can't be answered in any of the above mentioned resources, feel free to reach out to our Support chat in the bottom right-hand corner of your screen.

5. Watch a demo

Watch a demo that walks you through how fast and easy it is to use Pathpoint for quoting and binding. Or, see step-by-step instructions on how to get a quote here.

6. Submit your first account

Time to see for yourself how using Pathpoint can save you valuable time! Go ahead and submit your first account to Pathpoint. If you have any questions or need any help along the way, feel free to reach out to us via our live chat using the chat icon on the bottom right of your screen.

7. Take a look through our Help Center

At Pathpoint, we pride ourselves with providing agents the best and fastest experience possible for placing small commercial E&S. Part of that is providing agents with a comprehensive Help Center where we outline step-by-step many of our most common processes. Poke around the various sections and please let us know if there are ways we can improve it! Click here to go to the Help Center home.

8. Add a bookmark

Be sure to bookmark Pathpoint.com so you can create submissions fast!

9. Tell us how we're doing

Reach out to your account manager and let us know how you like using Pathpoint! Who your account manager is will be based on where your headquarters are located. Find your account manager by clicking here.