INSURANCE MARKETING AUTOMATION
A better marketing experience for Insurance Agents and Brokers
Level the playing field against the big guys with agency-specific marketing tools that will make you wonder how you did it any other way.
Get higher renewal rates with automatic customer outreach and engagement tools
World-class marketing tools, without the hassle or technical savvy necessary. We’ve done the hard work for you, so you’ll have access to pre-set playbooks and tools used by the big guys.
Drip Campaigns
Create customizable multi-channel marketing campaigns that reach customers and leads automatically based on events you specify.
Better Targeting
No more guesswork. With Bridge’s List Builder and Power Prospector you can reach your customer groups and target market better and faster than ever.
Easy Set Up
Use a template or set up your own processes and start generating leads the same day. Yeah, it's that easy
Quickly implement phone, text, video, and email marketing campaigns that target your ideal customer.
Use ready-to-go templates or customize your own to run when specific interactions when events occur, like a button click or a customer being one-month from renewal.
Create specialized marketing efforts for things like a new policy available or special discounts.
Nurture customers and leads across communications channels with a consistent cadence, increasing renewal probability and brand visibility.
Set specific campaigns to automatically engage customers and leads based on events and watch renewals and closing rates rise without lifting a finger.
Hyper-focus your marketing efforts
Bridge gives you tools that make sure your agents are actually reaching your customers and target market with a continuous list they can pull from, maximizing efficiency across the board.
Using your prospect and customer data, generate finely-tuned lists to use for all of your marketing.
No exporting, tweaking, importing or matching. Use list builder to set your customer list and click go in Bridge’s auto dialer.
Use custom forms internally and on your website and automatically or manually assign them to your Marketing Campaigns.
Insurance agent marketing the easy way
With Bridge you don’t have to be a marketing expert. Bridge’s automatic marketing tools are custom-built for agents and brokers so you can spend less time in dashboards and more time selling.
Give your agency an easy path to create, monitor and manage your complete sales pipeline. See your proposals automatically move from Draft to Sent to Viewed to Signed.
Now your marketing and agency management system work together automatically. Never miss a renewal or policy update and auto-assign marketing efforts based on changes.
Who opened? Who clicked? Who was called? How many leads came in through your website? Automatically generate intelligent reports that let you know which of your campaigns yielded the best results, and which need improvement.
Don’t take our word, take theirs
Communications
Every touchpoint in one place. Text, video, chat, phone + more!
eSign & Faxing
Paperless agreements made easy. Fast, secure, all online.
Phone
The industry leading phone system that supercharges agents and brokers with easy-to-use tools.
Advanced Phone
Enterprise-level solutions for large agents & Brokers
