Create and Send Proposals
Bridge gives you a full-featured system to create, send and manage your proposals. Add policy types and amounts, documents for review, policy and other documents to be signed electronically using Bridge’s built in eSignature, and even a link for customers to pay online.
Boost Closing Ratio with Video
Bridge gives you full video capabilities so you can easily communicate with prospects ‘face to face.’ And, since studies show that proposals with video close at a significantly-higher rate than those without, you can attach a video to walk through the key points of your proposals.
Sales Pipeline: Knowledge is Power
Bridge tracks your proposals all the way through your sales pipeline. From draft, to sent, to viewed, to signed, Bridge automatically updates the status, and keeps a running total of your sales. At a glance, you’ll know your numbers for the current month, the previous month, and year-to-date. Bridge Pipeline even shows you your anticipated sales for the current month and next two months.
eSignature: Seal the Deal
Signing documents electronically is no longer an option, it’s a sales requirement. And you’re covered with Bridge’s included robust eSignature. Not only can you send documents for signing, Bridge tracks them for you, lets you know when they’re signed, and even sets up automated reminders in case someone hasn’t signed. Included in Bridge… no extra fees.
Get More Leads with Forms
Leads from your website are among the most valuable you can have. And Bridge makes it easy to collect data from them with a built in form creator. Simply add fields for the info you’d like to gather, add a tiny snippet of code to your website, and your contact/info form will now populate directly in Bridge. Use that data to follow up by phone or add them to automated marketing campaigns.
Texting for the Win
Prospects and clients prefer to text, and more than ever, they expect to be able to fully communicate with you by text message. Bridge makes it amazingly easy, too. Every number in Bridge can send and receive texts– images included. No more shared or rented numbers for texting. No more E&O nightmares from texting with cell phone numbers.
CRM: Knowledge for the Sale
The more you know about your prospects and clients, the better your chance of closing new sales and cross-selling existing clients. The CRM in Bridge gives you a remarkable ‘at a glance’ view of everything related to your contacts: phone calls, texts, emails, notes, chats, documents, policies and much more. Easily develop and maintain more personal relationships by ‘remembering’ so much about everyone you deal with. People love it when you care enough to know about them!