Serving Insurance Agencies with Exceptional Products and Support
We are honored to have earned the trust of so many! We look forward to providing the same level of service to your agency as well.
Juan was great and promptly connected me with Charlie to better assess and help with my issue. Charlie was pleasant and thorough in gathering the information about my issue and informative in ruling out issues. He was sensitive and respectful of my time having Matt call soon after. Matt was quick in calling, resolving, and explaining the issue, and provided guidance in what to do if the issue still wasn't resolved. I really appreciate the quick and service and resolution; they were great!
Devin J in tech support is professional, courteous and AMAZING. I requested help with some annoying items, and once he was streaming, in a matter of minutes he was able to fix everything. I had been living with these annoyances for a year and one chat session and it was fixed! He also gave me instructions, to help guide me in the future when I want to fix things myself. Thank you for hiring such a friendly and knowledgeable person to work for your company.
I was on vacation and having trouble receiveing phone messages. I used the Chat feature and got Stewart Larsen. He quickly understood my problem and resolved the issue. He was very kind and understanding, not treating me as if I didn't know what I was doing. His consideration of my situation is greatly appreciated.
I really had a MARVELUOS and ASTONISHING experience with JAMIE KELLY. I really wanted to give her a SPLENDID COMMENDATION she's a big help to me! and such a good asset of your company this employee needs to be recognize more for being nice kind and helpful very KNOWLEDGEABLE. KUDOS TO YOU MISS. JAMIE KELLY FOR A SUPERB JOB! Thank you so much!
Kotter Group has really stepped it up with training for their new Bridge system. We have attended a few training sessions with Rob Riley who has done a great job of getting us up to speed with the new system. I was very pleased to see the live classes Kotter has rolled out and it has been some of the best support we have received from our various technology partners.
Jaime is great! As she is a licensed agent I felt comfortable that she truly understands what we do every day and she was able to explain Bridge 3.0 so that our agency is excited to use it. She showed us so many great things to help our customers. Thanks so much Jaime, your background in Insurance made this a great transition for me!
Had training on the new Bridge product with Jaime Kelly today. This was one of the most informative and easy to understand training meetings I have been in. Having been a former agent herself, Jaime spoke our language and understood the issues we deal with on a daily basis and understands what parts of Bridge are important to us. The hour spent flew by, thanks again!
Jamie Kelly was absolutely awesome with explaining how our upgrade will work. It is such a comfort knowing that she is a licensed insurance agent that understands the insurance world and what tools we need to run an agency. So impressed with Bridge for hiring her. It was a very smart move.
Jamie Kelly was absolutely awesome with explaining how our upgrade will work. It is such a comfort knowing that she is a licensed insurance agent that understands the insurance world and what tools we need to run an agency. So impressed with Bridge for hiring her. It was a very smart move.
The Kotter Group's chat team are great every time we reach out for support. Simeon has helped me multiple times and with patience explains the steps necessary to complete the tasks we need to, or provides remote support and finds the solution in a timely manner. Thank you for all of your help Simeon :)
-Amy, with Mike Flowers Independent Agency Inc:
We are working through all the kinks of learning a new phone system, especially one as automated as Bridge. I will tell you that the chat help sessions are great - especially when you get Simeon! He has great customer service and chats with you until your issue is resolved. If he's unable to resolve the issue right then, he is good to follow up with you the next day or even the following week to see if things are working better.
We are new to Bridge so there has been a lot to learn, but we are excited about all of the features it offers. Chris has been instrumental in coordinating the switch from our old system to Bridge. In addition, Kyle was also very knowledgeable, professional and courteous while assisting me with getting Call Park set up today. Thank you from team BEVCO!
I was referred to Bridge through my Hawksoft CMS. I am a new start up agency and hoping the program will coach us well in this virtual world. I would give them 4.5 Stars if I could as a former employee dropped the ball on me big time, but that was not their fault. I have been currently working with Account Executive Ben Davis and he is great! He has not over promised, or underdelivered. If he does not know the answer, he will state that and find out. He just does not wing it to get a sale. The other staff members, all the way up to Charlie have been great. Thank you!
Super excited to have Bridge at my office! Getting set up with everything does take some time for the transition but they have been a great help with a ton of exciting and beneficial services all in on package. Looking forward to a great partnership. Simeon with Support was a great help and fixed a couple kinks very quickly through Live Chat!
Called Kotter and Jonathan LeCroy was great to work with. Phones we ported over from another vendor were not working quite right so he suggested Yealink phones and helped me pick out one best suited to me. Placed order on Wednesday and the phone arrived Friday. After a 20 minute session with Tech Support the phone was up and live. Thanks!
The Kotter Group purchased a company we had used for our business phones. I was originally going to change providers as since I was not familiar with the Kotter Group and they are in a different state. However, we were assigned a fantastic account manager (Richard Allen) who responds quickly to our questions and is super knowledgeable so we have elected to continue using them. They are comparable in fees to Spectrum with much better customer service.
Nathan (Support Technician) at Bridge really helped us out! We had a long standing issue that he was able to jump on quickly and get fixed that saved us a lot of head aches! He worked on the issue then promptly followed up the next day to be sure everything was done correctly. Thanks for your help Nathan!
Michael H. is my HERO of the day. He gave me some direction in get Drip setup. Drip campaign could be your biggest selling feature if it is developed. Don't just give me a blank slate and expect results. Put a couple campaigns in the system. EX. What is the sequence you use when you are contacted about bridge - how do you followup? Bill Quickel
I appreciate how responsive The Kotter Group is to my constant questions. I would definitely recommend them to people seeking communication services for their business.
I was especially grateful for the professionalism and efforts of Chris Lejeune, Chris Barfield, Nathan Howard and Jackson Butler.
My insurance agency has been in business for over 30 years and we have embraced a lot of new technology over the years to help us work effectively, and more efficiently, but I have never seen a better system to seamlessly manage our agency/client communications and integrate with our AMS360 agency management system than this amazing new Bridge phone system through The Kotter Group. Jackson, the setup service profession, was awesome to work with! He went through what was going to happen in the entire setup and how it would help my business. And the cost? It was about half of what the other systems we were using cost the agency.
Michael M. with the Kotter Group has been a great help to our agency with HawkSoft and other applications. He is extremely knowledgeable and professional and we can always count on him to get the job done. He makes everything seem so effortless and keeps us informed every step of the way.
I would give him a 10 star if I could.
Grant helped me tremendously today. I was unable to append suspense's with documents. He worked out I needed a new profile, he did that and put all my old desktop stuff on my new desktop with all my shortcuts. Resolved all issues and answered all my questions. He had previously mentioned that we needed a new router. He got together with my boss, they worked it out and now it all works like a dream! Thanks Grant
Sam Okonta is the real deal. T'was the very end of the day, I called in and waited nearly 20 minutes and got a vm. I reluctantly left a message. Not quite 5 minutes Sam called me back and installed, downloaded and repaired all my software issues with my client management system across 2 computers: mac, windows and my ipad pro all in record time. Sam You are the real deal. Next time I want to talk to no one but you. Thanks for making my holiday weekend rock. Now I can get stuff done.
Grant was a Rockstar! 2 thumbs up. Thanks for your help!
Thank you Sam! I appreciate your prompt attention to my printer issues this evening! I thought I might have to wait until morning but when you called I was pleasantly surprised. You were able to reconnect the printer(s) and correct the default info. Fast, Friendly service! Thank you again! Beth, Kevin Panter Insurance.
Chris Barfield is awesome!! He is very knowledgeable and very easy to work with!!! And he’s funny!! We enjoyed working with him!! Thanks for everything Chris!!!
Have always been very helpful and professional, I have never not had an issue resolved.
We have been working with Grant for the past few weeks to move our data and emails. He has been very helpful in answering our questions and finding information for us. Grant answered all of our questions and helped put our minds at ease about the safety of our data. We had a period of time in which we thought our data was lost by our previous company and Grant helped us through all of that and when we discovered our data was recoverable, he helped us through the process of getting it into the Kotter Group. We are eternally grateful for not just Grant but the entire Kotter Group Team for their help over the past few weeks!
After spending several years, yes years, looking for a new phone system we found Bridge from The Kotter Group. It has everything that we were looking for and more. What we've been most impressed with is the customer service we've received from Manny T and Andy D. It's been a pleasure working with both of them as well as everyone else at The Kotter Group. I would highly recommend them for your business phone needs.
Grant Harpole and the entire staff of The Kotter Group were phenomenal in setting our agency up as a HawkSoft Anywhere user. We had an urgent need and they made the migration quickly and efficiently. Our agency cannot speak enough regarding the excellent service. We are looking forward to the future and would recommend The Kotter Group to anyone and everyone!
Switching over to VOIP is quite a process but the support staff is very willing to help quickly. I specifically worked with Grant several time over the course of one day. We had headsets that worked one day and then wouldn't work the next day. It could have been a very frustrating process but Grant made it easy and you can tell he enjoys being a problem solver. I'm sure it's not the last time he will hear from me. Thanks for your efforts!
I had a great customer service experience with Michael McGlamry. He was patient , kind and very knowledgeable. Since this is all new to me, I have no idea what I am doing and Michael had to work with my limited knowledge and information. He patiently stuck with me and figured out my issue. I wish I had called him first, rather than wasting hours of my work day trying to install an unnecessary piece of equipment. Thanks Michael!
I have worked with a few IT groups in the past, but I an beyond pleased to have connected with Sam, Justin and Andy from the Kotter Group. Not only are they talented in their field, they are delightful to interact with. They really know their stuff and didn't make me feel that I was ignorant in my questions- a rare find these days! So glad that I can know they are just a phone call away. Rusti
Thank you guys very much with all your help! We value your product and services, and appreciate the great customer service we received in our time of trial! Much appreciated! Thanks again and have a great weekend!
Michael was great. This was a new experience for our agency going away from the traditional voice service to VOIP. Not only do we save money on our voice communication system we can literally take it anywhere on any device. Michael held out hands and walked us through the steps to change and I dare say we probably would not have completed this task without him. Thank you so much Michael.
I am using Bridge by The Kotter Group and am enjoying it very much. They have provided excellent service. They are fast with follow ups, answering questions, and getting me up and running. Michael McGlamry has been great to work with. His help and service has been awesome. I highly recommend this service!!!
Thank you Just a quick note of thanks for employing very capable, understanding, and customer focused individuals in The Kotter Group’s technical support team. I recently had an encounter with Thomas Cook who was most patient with this inpatient, technically challeged, Senior agent. He remedied my problem very quickly and professionally; I wish I had called the tech department earlier rather than later! I would give Thomas an A + !
When Super Storm Sandy hit the New York Metropolitan area on October 29, 2012, it rendered our physical office useless for 1 week. Fortunately, we signed on to The Kotter Group’s cloud environment late in 2011. As long as we were able to find power and internet, we were able to operate. Employees that had power at their homes worked remotely, while those without power found locations with power. The day immediately following the storm, I actually operated out of my car. I parked in front of a library with power and tapped into their wifi with my laptop. Operating off of our cell phones, we were able to take calls from our clients, answer their questions about coverage and report claims to the insurance companies. We had full access to all of our data and were able to provide the service our clients expect of us at a most vulnerable time. When we hear stories of what other agents had to deal with, we are so glad we signed on with Kotter.
David Spiro
President
The Excelsior Group
I am writing to let you know that your team is an absolute pleasure to work with. I work for Applied Systems and we have an integration with certain agency management systems that require attention from time to time. There is a specific account that I work with your team on. They have their InStar database hosted with the Kotter Group. Usually, when I pick up the phone to contact a server hosting company with like issues, it’s a pain. Your team has an obvious thirst for knowledge and has learned exactly how this integration works. They are up to date and extremely responsive when I reach out to them. I worked with them today and what normally would be a 30-45 minute discussion/meeting is resolved in moments. Your team even knew what I was calling about before he got on the phone with me. Last time I worked with him was a few months ago and he was just as prompt, professional and prepared. It’s people in organizations, like your support team, that makes my job easier! If you feel appropriate, please forward my kudos to them.
Chris Kent
Applied systems
I would just like to say that you guys did an amazing job helping me get our office computers and Hawksoft in sync. We were having connection issues and you worked with us to find the problem and even spoke with our phone carrier to let them know how to fix the problem. Hawksoft is working great now and I appreciate all the time and effort put in to get it going again.
Thank you,
Ashley Hand, CISR
Kincaid Insurance Agency, Inc
Account Executive
Your team has spent a lot of time helping with a Time/Warner problem here. 6 weeks and TW could not resolve it. They did a tremendous job, and spend quality time with TW and we are now faster, and saving $200 per month. I only have good to say about your team, and want to let you know they are very valuable employees.
Respectfully,
Ned A. Speiser
I wanted to take a moment to reach out and tell you about my experience with your team this morning. I initially called with questions on Outlook and my question was answered promptly. I then went on to explain what I’d hope to do via Outlook. I wanted to set up a separate inbox to use as a “work queue so that everyone in the office can access it to help with work flow. Because Outlook isn’t capable of doing exactly what I was wanting, Ryan suggested DropBox and explained what that could do for us. He not only gave me that great idea, but he spent 30 minutes with me getting it all set-up on my computer and showing me it’s features! He went above and beyond for me today!! I love the Kotter Group and have always received great help, but today Ryan really went out of his way. He could’ve brushed me off knowing that training me on DropBox is not in his realm of responsibility, but he didn’t. Ryan was patient, diligent, and kind. Thank you, Ryan and Thank you, Kotter Group!!! : )
Thank you,
Amy Brookins
Agent/Owner
Having to switch Management Systems recently I, unfortunately, had to cancel my contract with Kotter. Walter Goins & I worked on the transition together. I can tell you that he went out of his way to help me in securing the Data from the Instar Program & transferring the Administrator to myself.
You have a motivated and caring employee in Walter.
Thank You,
J A Reaney Agency
Jack A Reaney Jr
Please know your team is amazing. He has been such a joy to work with on our switch from XXX, with a hosted exchange server, to XXX and Kotter’s hosted exchange. Several times he went above and beyond to make sure things were done correctly and on time for us. I’m truly thrilled with the service we’ve received so far, and want to let you know Chris has been dubbed my favorite person for two weeks running. I’m so very happy we’ve made this switch, and Chris has been a large part of that happiness.
Thank you!
Malena Farrell, VP Operations
Cedar Risk Management
AWESOME! Thanks, Kotter Group!
Emmi Ensign
President
Golden Benchmark Insurance Services
We have been working with Wil on an exchange migration for a couple of weeks. He has been a tremendous resource through this process. When our existing company was less than helpful he went the extra mile to help us with solutions. Because not all users in our office used the same platform to access email before the migration, Wil went out of his way to make sure we all got our existing emails moved over. His time and dedication to this project is very much appreciated.
Josh C. Harbison
Personal Lines Manager
Eastern Utah Insurance
Your team was extremely helpful! Everyone was very helpful!
Today I experienced “disconnect problems” common to an iMac. They spent much time with me, resolved the problems, answered all of my questions (which were many as I am not a “techy” person), and explained things very well so I could understand. All were very patient, knowledgeable, and helpful! I appreciate the time they took to help me. Thank you!
Blessings,
Linda
One and Done Agency
A+. Your team consists of very trustworthy individuals. It would be difficult to express the gratitude I have for all the assistance your team has given me in the last two weeks. Let me just say that it is very uncommon to find a group with such attention to detail and follow through. (Not to mention the fact that their demeanor makes them truly a pleasure to talk to. They are very courteous and respectful, yet not fake at all. It makes me feel kind of like I’m talking to my super smart brother on the phone.) Thanks again!!!
Sincerely,
Susan Pedersen
Insurance Consultant
Bernard E. Pedersen & Associates, Inc.
I wanted to let you know of the outstanding service we had with your company and especially Ryan Woodruff. We had a server issue and transferred over temporarily, or at least I thought, to your servers in March. After a few days I had employees ask if we could keep Hawksoft Anywhere. I finally made the decision and moved to Hawksoft Anywhere. Ryan was our point person and went above and beyond in getting us set up both on the “temporary” and then on a permanent basis.
I will continue to recommend your company when asked about server backups as well as the Hawksoft Anywhere program.
Thanks again.
Sincerely,
Jeff McMillan
McMillan Insurance
Simply the best thing we have ever done for our agency. Thank you to The Kotter Group!
Alan Hedrick
County wide insurance
Since we have joined forces with the Kotter Group it has allowed me to do what I do best and that is sell insurance and service my customers. The rest I leave up to the more than qualified techies at the Kotter Group.
Jeffery Smith
Insurance Northwest
I sleep easy at night knowing my irreplaceable data is secure on your servers and easily restored in the event of my computer crashing.
Eddie Emmett
F.Y.I Express