Bridge includes a CRM that gives you “super powers” to quickly manage, interact with, and market to all of your clients and prospects.
• Unlock the goldmine in your contacts with Insuretech's most intuitive client and prospect List Builder. • Customizable Sales Pipeline allows at a glance, real time, insight into your agency's performance • Create unlimited Marketing Campaigns. Send e-mails, text, calls, on a schedule or triggered event • Everycall, email, text, live chat, document , video and task is automatically documented
• Create Activities and Suspense on the fly directly from your e-mail Inbox in Bridge.
• See every change that’s been made to any contact on the change log
• View contacts from Bridge and your management system with two-way sync with your AMS
Today, getting documents signed electronically simply isn't optional. That's why Bridge includes eSignature. No extra logins, no extra fees. Send and sign anything: policies, riders, waivers, agreements ... anything that can be signed in person can be signed remotely with Bridge’s eSignature. Working remote was never so easy.
• Save money: eSignature included—no separate account or fees • Send documents to multiple recipients' emails and text numbers • Work more efficiently • Highly secure, encrypted documents • Legal, court admissible • Get notified when documents have been signed • Set up automatic reminders for recipients
It's time for your agency to leverage technology like never before. Bridge's AI-powered automation will streamline your marketing and daily activities in ways you never thought possible.
• Robust, condition-enabled list builder to create auto-updating groups to market to and message • Create and schedule one-time or drip campaigns through email, phone calls or text messages • Use Bridge's AI "triggers" to automate your marketing and "to do" list • Create multi-step workflows that are automatically triggered by the events and conditions you specify
Texting is the #1 way your clients and your prospects prefer to communicate. Don't get left behind and miss out on their business.
• Texting is included — no separate fees • Send/receive texts with images from your real phone numbers • Avoid E&O nightmares: Never text from personal cell phones • Text from any or all of your actual numbers • No need to 'rent' a separate texting number • Document all text messages in your management system
We all like easy, and that's especially true of visitors to your website. Studies show that if you don't have a way for prospects to quickly and easily reach out to you, you'll lose many of them and never even know it. Bridge gives you the #1 way to engage your site's visitors: live web chat.
• Websites with live chat have a much higher ratio of contact • Live chat increases sales simply by talking to more prospects • A single CSR can typically respond to numerous simultaneous chats • Chat conversations are archived in Bridge for training and review • Chat conversations can easily be documented in your management system
Nothing sells and builds relationships like face-to-face communication. And, regardless of conditions or location, Bridge makes that possible through video. Whether it's with clients, prospects or employees, Bridge's video options keep everyone closer together.
• Stay connected: Hold office meetings by video • Seal the Deal: Don't just send a quote — send a video proposal and watch your closing rate soar • Say hello to your high-value clients in a much more personable and meaningful way • Video calls are archived in Bridge and can be quickly documented in your management system
With remote work being the new norm, more agencies are using a third-party service to 'chat' internally. There are plenty of options out there, but Bridge includes a full-featured internal chat application. One less login, one less expense and better communication.
• Bridge's Chat Plus provides instant internal communication and liberates your inbox • Create open channels for groups, or private channels for discrete messages • Conversations are searchable and can be logged in your management system • Chat Plus gives new employees a chance to easily understand previous conversations • Generate smiles with emojis and animated GIFs • Send and receive chat messages anywhere
Yes, you can take it with you. The most essential parts of Bridge are included in the mobile app. With Bridge, you're never out of the office — unless you want to be. The Bridge mobile app gives you:
• Full phone functionality: Make and receive calls from your office number, no matter where you are • Text Messaging: Text clients, prospects or co-workers, anywhere, any time • Chat Plus: Never miss any of the office conversation even if the office is far away • Call History: Missed a call? With the mobile app, you'll see who called and when, and can return the call if needed • Visual Voicemail: Not just the recording of your voicemails, but a time-saving text transcription of the message • Full Contact List: Quickly search all your contacts to call or text them on the go.
The phone system is the backbone of every agency. With Bridge, you get a remarkable, full-featured, scalable phone system that is integrated with your management system.
• Advanced Screen Pop with data from contacts, management system • Call, Text and Fax from anywhere on your real numbers • See who’s available and transfer calls regardless of user location • Click to dial from any app • The only insurance specific Desktop App • Voicemail transcribed to text • Export everything with one click to your AMS • Over 75 advanced enterprise phone features
We'll say it again ... you've never seen anything like Bridge.
We've touched on a few highlights, but you get so much more with Bridge, including: • Actionable data analytics • Advanced Faxing • Highly-secure document storage/sharing • Customizable widget-enabled dashboard
This really is the proverbial tip of the iceberg. Sound too good to be true? Put us to the test. Sign up for a no-obligation demo today.