The Contact Overview screen in Pathway provides a centralized view of a contacts' profile, policy details, engagement activity, and communication preferences. This screen allows your team to quickly access important information and manage client interactions efficiently.
Below is an explanation of each section displayed on the screen.
Profile
The Profile section displays the client’s basic contact information, including:
- Full name
- Address
- Email address
- Phone number
- Assigned branch
This section ensures that client contact details are accurate and up to date.
Policy
The Policy section outlines key policy information, such as:
- Policy type
- Insurance carrier
- Effective date
- Renewal date
- Billing type
This allows you to quickly confirm coverage details and important information when setting up flows.
Self Service
The Self Service section provides tools to manage the client’s Self-Service Portal (SSK) access. From here, you can:
- Log in as an administrator to the client’s SSK account
- Reset the client’s PIN attempts
- Send an Active PIN
- View all Pink Slips and documents available to the client
This section is especially helpful when clients experience login issues or require assistance accessing documents.
Statistics
The Statistics section displays the client’s activity history since your organization began using Pathway. This includes:
- Emails sent to the client
- Emails opened
- Documents downloaded
- Surveys completed
This information provides insight into client engagement and communication history.
Devices
The Devices section shows which devices the client uses to:
- Open your emails
- Access the Self-Service Portal (SSK)
This can help you understand how the client interacts with your communications (e.g., mobile vs. desktop).
Consent
The Consent section helps you track communication permissions. It records which clients have provided authorization to receive messages from your organization.
Maintaining accurate consent records supports compliance and communication best practices.
Subscriptions
The Subscriptions section displays exactly which types of email communications the client is subscribed to.
This allows you to:
- Confirm marketing or service communication preferences
- Ensure clients only receive content they’ve opted into
Quickly update subscription settings if needed