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Bridge

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Last updated on

Company health

Employee growth
No change in the last year
Web traffic
41% decrease in the last quarter

Ratings

G2
4.7/5
(14)

Bridge description

Bridge is an insurance agency management software designed to simplify daily tasks and increase productivity. It offers built-in VoIP, e-signature, and reporting features. Bridge helps agencies manage client communication, improve marketing automation, and streamline document compliance. By integrating these tools, Bridge aims to save agencies time and resources. It is trusted by over 1,000 independent insurance agencies and brokers.


Who is Bridge best for

Bridge is an agency management solution designed for independent insurance agencies and brokers. It simplifies daily tasks, automates workflows, and integrates essential tools such as VoIP, e-signature, and reporting. Trusted by over 1,000 agencies, Bridge centralizes client information, streamlines communication, and boosts productivity. Pricing starts at $25 per user/month.

  • Best for small to medium-sized independent insurance agencies (1-1000 employees).

  • Specifically designed for the Finance, Banking, and Insurance industry.


Bridge features

Type the name of the feature or, in your own words, tell us what you need
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Bridge offers a communication suite including text messaging and more for efficient communication throughout the customer lifecycle.

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Bridge empowers users to convert leads with sales automation, intuitive pipeline views, and streamlined workflows.

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Bridge's automation engine helps agents optimize workflows by automating tasks, saving time, and enhancing productivity.

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Bridge centralizes all client information, documents, and communication history in one secure location, offering a 360-degree view of each customer.

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Bridge enables efficient document management, including e-signatures and faxing, to streamline paperwork and improve transaction times.

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Bridge offers various integrations that allow seamless data flow and connectivity between systems, which can enhance workflow efficiency.

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Bridge offers reporting and analytics tools that provide insights into agency performance, customer behavior, and sales trends, enabling users to identify areas for improvement and monitor success.


Bridge pricing

The commentary is based on 2 reviews from Bridge G2 reviews.

Bridge offers affordable VoIP services with valuable features like e-signature, texting, and call recording, potentially saving money compared to other providers and standalone e-signature solutions. However, integration with agency management systems may present challenges for some users.

See the Bridge pricing page.

Base
$25 per user/month

DAVE VoIP, Basic Reporting, SMS, ScreenPop, Fax, Email Support

Boost
$55 per user/month

Call Transcriptions, Agency/Main Line SMS, Unlimited Fax & eSign, Dynamic Agency Reports, ScreenPop, Agency Management System Export Integration, Video Conferencing up to 10 people, Chat, Live Chat and Online Support Portal, Mobile App

BUILD
$65 per user/month

Everything in Boost, Premier Support with a Custom, Dedicated Phone Number to Contact Support, Dedicated Phone Support Team, Customized Ongoing Training, Advanced Analytics on Calls and Activities, Video Conferencing up to 100 people, Activity/Productivity Monitor

Custom
Custom

Live Chat For Website, Chatbot, Email, Facebook, and WhatsApp Integration, Custom CRM Integration and Call Routing, Omnichannel Messaging Queues, Omnichannel Workflow Distribution, API Access, Asterisk REST Interface for Custom Applications


Bridge alternatives

  • Logo of Applied Epic
    Applied Epic
    Streamlines insurance agency operations from client info to claims.
    Read more
  • Logo of QQCatalyst
    QQCatalyst
    Streamlines insurance agency tasks, boosting efficiency and growth.
    Read more
  • Logo of AMS360
    AMS360
    Agency management system automating tasks and improving client relations.
    Read more
  • Logo of Partner Platform
    Partner Platform
    Manage insurance agencies smoothly, affordably, and with great support.
    Read more
  • Logo of Applied TAM
    Applied TAM
    Streamlines insurance agencies with automation and client insights.
    Read more
  • Logo of AgencyZoom
    AgencyZoom
    Streamlines insurance sales and agency management, boosting efficiency.
    Read more

Bridge FAQ

  • What is Bridge and what does Bridge do?

    Bridge is an insurance agency management software that streamlines daily tasks, boosting productivity. It offers built-in VoIP, e-signature, and reporting, helping agencies manage client communication, improve marketing automation, and ensure document compliance. Bridge is trusted by over 1,000 independent insurance agencies and brokers.

  • How does Bridge integrate with other tools?

    Bridge offers various integrations to enhance workflow efficiency and data flow between systems. It includes features like built-in VoIP, e-signature capabilities, and reporting tools, streamlining communication and daily tasks.

  • What the main competitors of Bridge?

    Top alternatives to Bridge include EZLynx, Applied Epic, NowCerts, and Agency Pro. These competitors offer similar features such as client management, policy tracking, and automation tools for insurance agencies seeking streamlined workflows and increased productivity.

  • Is Bridge legit?

    Bridge appears to be a legitimate software. It's used by over 1,000 insurance agencies and brokers and offers features like client communication management, sales pipeline management, and workflow automation. G2 reviews give it a 4.7/5 rating, further suggesting its trustworthiness and effectiveness as an agency management solution.

  • How much does Bridge cost?

    Bridge's pricing starts at $25 per user/month for the Base plan. The Boost and Build plans cost $55 and $65 per user/month, respectively. The Custom plan has custom pricing for agencies needing advanced integrations and features. Is Bridge worth it for your insurance agency? The value depends on the specific features your business needs.

  • Is Bridge customer service good?

    Bridge's customer service is generally considered responsive and knowledgeable, with support teams readily available to address issues. However, some users have reported difficulties getting their specific problems resolved, and communication can sometimes be challenging.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.