Bridge has all the tools any agency needs to sell more policies—from web leads to video proposals—in one intuitive, easy-to-use system. I tell everyone I talk to they should use Bridge.
–Chris Paradiso, Paradiso Insurance Agency
A NEW KIND OF COMMUNICATIONS WORKFLOW
Capture ALL of the leads.
Greet every prospect with instant, real-time communication. Adding live chat and trackable forms to your website and advanced texting to your agency numbers empowers you to engage with leads that might otherwise slip through the cracks.
Assign it. Track it.
Take that hot lead, assign it to your best employee and track it through every step of the process.
Stay top of mind automatically.
Your prospect is ready to go through the automation machine! Schedule drip campaigns—texts, emails, calls, and video messaging. Your communications go out while you kick back and relax.
Face to face for the win.
Unlock the power of video for some face to face time with your clients. Sending out an impossible-to-ignore personalized video proposal lets you extend your reach without having to leave your office.
Close the deal digitally.
Know what customers absolutely love? When they don’t have to print, sign and scan forms and send them back to you! Using Bridge’s integrated E-Sign and E-Pay gets the documents to your client and back in an instant.
Dominate the customer service game.
Bridge helps you stay in touch with your happy and loyal clients. E&O claims are down, retention is up, productivity is improved and life is beautiful!
All of this seamlessly integrates into your management system.
And Bridge is a state-of-the-art VoIP phone system.