RETENTION & ONBOARDING
Improve loyalty and renewals with our customer retention insurance software
Watch your renewal rate skyrocket with features that integrate with insurance agency management systems and implement best practices for contact rates, easy onboarding, and CSR performance.
Insurance customer retention solutions with a personalized experience that improves efficiency and maximizes resources.
Independent insurance agents and brokers are competing in a world where customers expect unprecedented availability and service. Give them the experience they have come to expect and harness a suite of features that give you increased visibility, customization, and communication capabilities.
Auto Renewal Process
Never miss a renewal date with Bridge. AI triggers automate the renewal process for you with multi-channel communication and pre-renewal customer nurtures.
Customer Insight
Since Bridge syncs with your Agency Management System, all of your customers’ policy info is available at a glance so can have one source of truth.
CSR Visibility
How are your CSRs performing? Are your customers' concerns being addressed? Eliminate the guesswork and have confidence you are meeting your customers’ needs.
Modern solutions for insurance renewals
Customer renewals are the lifeblood of independent insurance agents and brokers. Ensure your agency’s health and stay up-to-date on customer satisfaction and policy lifecycles.
Eliminate confusion and forgotten dates with AI that lets you know where each policy is in its lifecycle.
Ensure each customer is delighted and taken care of. Track communication across every channel and automatically follow up with brief surveys to see their happiness.
Streamline how you handle renewals with automatically scheduled interactions and forms.
Marketing Automation
Improve how you reach customers and leads with advanced marketing solutions
Reporting
Boost your agency’s renewals and communications with advanced insights into your communication ecosystem.
Don’t take our word, take theirs
