COMPLIANCE
keep communications with your customers compliant, without disrupting your processes
Streamline your entire compliance process - E&O, PCI, FCC, TCPA, CTIA, and TCR - and gain peace of mind. With advanced automation and easy-to-use tools, agents and brokers can securely store, manage, and track the entire communication and documentation cycle.
Leverage automatic documentation tools that keep your records unified and up-to-date with every device and communication channel.
Compliance for agents and brokers can be time-consuming and disjointed. Having multiple unconnected platforms and modes of communication makes it easy for documents or interactions to get lost or miscategorized. With Bridge, you can track everything automatically and set up easy logic to keep it all organized.
Centralized Records
If you talk with a client on video, over the phone, or through text, Bridge stores and organizes all relevant info in one central database.
Automated Sorting
Bridge automatically transcribes and records interactions, organizing them by client, time frame, CSR, or any other way you need, all without you having to lift a finger.
Smart Alerts
Get notifications when something seems off or there is important data missing so your agency can continue to run smoothly.
Manage all of your compliance tasks
Start Simplifying
E&O Compliance
PCI Compliance
FCC Compliance
TCPA Compliance
CTIA Compliance
CTR Compliance
Powerful agency and broker document management
Keep your team organized and efficient so you can maximize client relations and find the info you need quickly.
Whether you interact with clients over the phone, through text, or on video, Bridge records and transcribes everything for you.
Tag clients and documents by color or keyword and set up custom folders, keeping your team organized and efficient
With Bridge Monster Search you can find the client, call, or document you need quickly with easy-to-use filters and results sorting.
Increase your storage and documentation capabilities
Ensure that your agency is secure and implementing best practices so you can work with peace of mind.
Store and access vital customer information quickly with Bridge’s dedicated servers.
Help your team improve their accuracy when filing paperwork by automatically flagging missed information or potentially errant entries.
Don’t take our word, take theirs
