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