Training – New2020-11-30T17:27:18-05:00
Learn More with Bridge Training Classes and Documents

Mastering a tool this powerful takes time, and we’re here to help…

Fortunately, that’s where our training team comes in.

Register for any of our 4 webinars to learn how Bridge can deliver everything your agency needs to communicate, sell, retain and grow your book in partner with your management system.

Sales Automation

Tuesdays from 2:30PM – 3:30PM EST


Topics for this webinar: Higher productivity equals higher profit. The advanced automation in Bridge can dramatically boost both.

Pipeline Flow 

Your sales pipeline never flowed this smoothly. The Bridge Proposal system gives your agency an easy path to create, monitor and manage your complete pipeline. Watch your proposals automatically move from “Draft” to “Sent” to “Viewed” to “Signed” as your team members and clients work hand in hand. Watch your dollars automatically add up and your monthly and anticipated totals automatically update in one sales interface.

Automatic Reporting

Who opened? Who clicked? Who was called? How many leads came in through your website? Bridge automatically generates intelligent reports that let you know which of your campaigns yielded the best results, and which need improvement.

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.

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!

Production Summary

Are you on track to meet your monthly goals? This report lets you know your exact level of productivity and what needs to be done to make each month a success.

Bridge Tools

Wednesdays from 2:30PM – 3:30PM EST


Topics for this webinar: eSignature, document sharing and other critical tools for your agency are all free inside of Bridge.

eSignature: Seal the Deal

Signing documents electronically is no longer an option, it’s a sales requirement. Forget paying for that additional annual document-signing program–we’ve got you covered with Bridge’s included, robust eSignature. Not only can you send documents for signing, but Bridge also 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.

Send/Receive Encrypted Files

Securely share files and documents, both internally and with clients. Large files are no problem with Bridge.

Boost Convenience with Texting

Prospects and clients prefer to text, and now more than ever, they expect the ability to fully communicate with you via texting. 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.

Screen Pops

View advanced caller info for every call including client details from your management system.

Live Chat

For many, instant is where it’s at. Live Chat on your website lets you capture and nurture leads, then integrate them into your management system.

Automatic Activity Creation

Automatically create client activity in your management system, including a link to call recordings.

One-Click Export

Capture text messages, images, faxes, files and more directly into client activity with one easy click.

See Every Touch Point

See everything associated with every contact! Every text message, live chat, email*, task, note, document, policy… everything, all in one single place.

Video Call

Connect with prospects and clients personally, face-to-face, even if you can’t actually meet in person. Bridge video calling helps you establish and strengthen relationships no matter where you are.

Automated Marketing

Thursdays from 2:30PM – 3:30PM EST


Topics for this webinar: Your agency is sitting on a gold mine of prospects. Learn how to take advantage of all that data.

List Builder

Using your prospect and client data, generate finely-tuned lists to run your marketing efforts. For example, create a list of all clients who live in one of five different zip codes, or have a home owner’s policy but not an auto policy. Get personal and make a list of clients whose birthday is this month or a list of prospects who received a quote more than 30 days ago and have yet to be contacted by phone. The amazingly-powerful List Builder goes on and on.

Collect Leads

Build custom Forms to collect and manage leads internally from phone-in or walk-in leads and referrals, or make them available externally on your site. Now, you can capture every valuable lead from your online presence. Every lead can be manually or automatically assigned and added to your Bridge marketing campaigns.

One-Time Campaigns

Send one-time messages to any list of clients or prospects. For example, maybe inclement weather prompts a one-time message about renewing home owner’s policies. Messages can be delivered immediately, scheduled for sometime in the future or triggered based on criteria you specify. Send by email, text message or even recorded audio by phone.

Multi-Step Drip Campaigns

Drip campaigns in Bridge are an advanced and highly-effective way to get your message out over time so you’re always on the client’s mind. From onboarding experiences to your win-back list, you can campaign it all. Each multi-step message lets you choose the delivery option: phone, text or email, and the interval between steps. Set up your drip campaigns to run automatically whenever certain events occur, or use List Builder to create incredibly-nuanced lists and launch immediately.

Power Prospector

Leading agencies consider outbound calling essential to success, and nothing beats a solid auto dialer to automate calling. Bridge gives you a substantial edge by running your data through List Builder to create ideal calling lists. No exporting, tweaking, importing or matching. Just set your list and click Go in Bridge’s auto dialer.

Why Upgrade from Bridge 2.0 to 3.1

Tuesdays and Thursdays from 4:00PM – 5:00PM EST


Topics for this webinar: Experience a cleaner, more innovative interface and so much more. 3.1 takes everything to the next level.

Bridge Dialer and CRM Separation

In 3.1, the Dialer now functions separately from the CRM in order to simplify your desktop and better align with your needs. Need to spend the day making calls? Open just the Dialer as you take notes in your management system. In the mood to just revamp your marketing campaigns in the CRM? Just minimize the Dialer and enjoy the CRM’s capabilities. Access what you need only when you need it with 3.1.

Marketing Revamp

We believe that your marketing and sales go hand in hand. With 3.1, market to customers – new and old – in order to develop and maintain that long-lasting relationship for years to come. Our 3.1 Sales Automation suite provides countless templates, campaign ideas and email inspiration to execute the ultimate marketing revamp for your agency.

Call Centre Transformation

See what everyone in your agency is up to in the all new Dialer with one simple click. View when team members are busy on a call, available, or out to lunch. Easily transfer calls, merge conversations and manage call flow preferences all in one Call Centre as if you’re a fly on the wall for the entire agency.

See Every Touch Point

See everything associated with every contact! Every text message, live chat, task, note, document, policy–everything, all in one happy place.

Desktop Dialer Introduction

Bridge now offers a single application for managing all aspects of calling, texting, faxing and managing your office. Come see the power of Bridge’s exclusive Call Centre: look up anyone instantly, enjoy one-click calling from any web site and so much more.

Super Charge your website

Add forms to your website and capture every valuable lead from your online presence. Track every interaction with your website. Add Live Chat to your site and give your clients the experience they are looking for in a post-COVID world. All this and so much more is FREE with your monthly subscription.

Read More on Our Blog: The Kotter Scoop

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