INSURANCE COMPLIANCE SOFTWARE

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.

(Bridge's) call monitoring and recording has given us multiple training opportunities to prevent E&O exposure. We have a $15k deductible for our agency’s E&O policy.

If one call monitor/recording can prevent a claim, that alone would save us $15k (plus headaches, time, stress, etc.). This was a feature we did not have before Bridge.

Christopher Schulenberg
Insurance Brokers of Minnesota

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See how Insurance Brokers of Minnesota has saved hundreds of labor hours, streamlined operations, and are on-pace to eclipse their previous best year.

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
Minimize your insurance agency's financial risk with comprehensive E&O compliance tools.
PCI Compliance
Keep your agency and customers' information secure with industry standard payment processing security and reliability.
FCC Compliance
Compliance solutions for your agency's telemarketing and communications.
TCPA Compliance
Protect your customers from unwanted telemarketing calls.
CTIA Compliance
Ensure your agency's mobile communications are secure and reliable.
CTR Compliance
Boost your agency's online reputation with email marketing and communications compliance tools.
Documentation

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.

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Automatic Transcribing

Whether you interact with clients over the phone, through text, or on video, Bridge records and transcribes everything for you.

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Granular Sorting Capabilities

Tag clients and documents by color or keyword and set up custom folders, keeping your team organized and efficient

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Quick Search Tools

With Bridge Monster Search you can find the client, call, or document you need quickly with easy-to-use filters and results sorting.

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security & alerts

Increase your storage and documentation capabilities

Ensure that your agency is secure and implementing best practices so you can work with peace of mind.

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Data Storage

Store and access vital customer information quickly with Bridge’s dedicated servers.

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Auto Alerts

Help your team improve their accuracy when filing paperwork by automatically flagging missed information or potentially errant entries.

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Customer reviews

Don’t take our word, take theirs

One of the most impressive parts of working with Bridge is access to the people who actually have the ability to get things done. Problem presented, problem solved.  A rarity in this day of sometimes iffy customer service at many companies.

John S.

Bridge has been great for our agency. I have always been reluctant to changes, but this one was very smooth and easy. If someone needs help, they are eager to help.
I highly recommend Bridge.

Rafael P.

(Bridge's) integration with my management system is awesome. It reduces what I must do by 25%

Christopher S.

Bridge has been an integral partner for us in improving our workflow, customer experience, and driving ROI. We love working with their teams, and have awesome experiences with customer support... Highly recommend Bridge as a strategic business partner.

Christopher S.

"We love Bridge and being able to dial customers right out of EPIC."

Mark D.

"If it wasn't for Bridge we would not be healthy and happy in business. They were there when we needed it most."

Christina B.

"Other systems come through the door every week trying to get me to switch and I say 'don't even bother!'"

Kay B.

"The support team is fantastic, always works towards finding a solution and follows up if an issue is more involved.  Thanks for being awesome!"

Anna S.

"Bridge was extremely helpful assisting me with our shared calendars in the HawkSoft system.  They were knowledgeable, efficient, and friendly.  Thanks so much, Bridge!!!!"

Gina N.

The integration alone is worth its weight in gold!

Oliver C.

Simplify your agency's marketing and communication