INSURANCE REPORTING SOFTWARE
Quick, actionable insights to maximize your agency communications
Automate your agency communications and marketing reporting so you can focus on delighting customers and growing your business.
Take the guesswork out of your insurance agency. Leverage automatically collected data to help you plan and adapt, maximizing growth and efficiency.
No more wasting time tracking down and interpreting data from multiple platforms. Get it all in one place with simple insight that’s easy to action.
Stay Ahead
Tackle problems before they happen with forecasts and trend reports. Get visibility into CSRs, customer volumes, and more.
Boost Your Team
See individualized CSR reports that show efficiency and closing ratios so you can celebrate your high achievers and help those falling behind see where the disconnect is.
Integrate Easily
One-click integration into your Agency Management System means you can have confidence you are getting the full picture.
Know where you are, and where you’re going so you can take action with confidence.
Are you on track to meet your goals? This report lets you know exactly where you’re at and what needs to be done to make each month a success.
Get all of your prospect and customer reports in one place. Analyze how your marketing, retention, and up-sell efforts are performing all in one hub.
See Integrations
Give your team an unfair advantage
Leverage actionable insights on performance and efficiency, growing your team's capabilities and pleasing your customers.
With Bridge’s CSR ticket system you can know exactly how productive your CSRs are and confirm that the important work is getting done.
What are your peak hours, CSR efficiency, customer call rates? Get answers so you can efficiently manage your team and marketing plans
Never miss a renewal again. See where customers are in their policy’s lifecycle and use AI triggers so you stay top-of-mind.
Ensure your marketing efforts are making an impact
With analytics that automatically integrate with Bridge’s Marketing Automation tools, you know exactly how successful your campaigns are and get tips on how to improve.
Set up your email, SMS, and phone campaigns and see how they perform, with clear visibility into click-through rate, call time, lead production, and more.
Which channels perform best? How effective are your CSRs at closing the deal? Get answers across your agency’s full communications ecosystem.
Easily record any type of video and send a link so that nothing gets lost in translation.
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
