Pathpoint Onboarding - Start Here!

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

Click here to access Pathpoint's registration page. In just a couple of minutes, you can set up an account

• Appointment: Completing the appointment process with Pathpoint takes just a few minutes, and doing it right away will save you time when you try to bind an account for a client.

• Set up your PathPay payment processing account: One of the great features that Pathpoint offers 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 the payment status in your PathPay dashboard.

  For step-by-step instructions on how to get set up with PathPay, click here.

• Fill out your NPN number and contact information: All agents need to add their National Producer Number (NPN) when starting with Pathpoint. Click here to locate your NPN.

  Watch an Onboarding Demonstration

  

  This video is hosted on YouTube and requires cookies to view.

  YouTube Privacy Policy

  View on YouTube

  Accept

• Appetite Overview- The complete list of Pathpoint's appetite with ISO and NAICS codes and ISO code descriptions. Filter and sort by vertical or press CTRL + F (CMD + F on Mac) and type in what you're looking for.

• Appetite Guides: Visit our blog page to view and download our Appetite Guides in one place.

• Help Center- Access the appetite information in the Help Center

It's time to experience firsthand how using Pathpoint can save you valuable time! Go ahead and submit your first account to Pathpoint. You can visit any Appetite Page here or go to our YouTube page to watch a demonstration of the vertical of your choice and explore the quoting tools available to you.

At Pathpoint, we pride ourselves on providing agents with 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.

Once you try us, you'll never want to return to slow, traditional E&S quoting! Be sure to bookmark Pathpoint.com so you can create submissions quickly. Save this guide as reminder of when to use Pathpoint.

Contact 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.

How do I quote business with Pathpoint?

How do I bind my first account?

How do I contact Pathpoint?