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.
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.
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.
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.
Get notifications when something seems off or there is important data missing so your agency can continue to run smoothly.
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.
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.
"We love Bridge and being able to dial customers right out of EPIC."
"The integration alone is worth its weight in gold!"
"If it wasn't for Bridge we would not be healthy and happy in business. They were there when we needed it most."
"Other systems come through the door every week trying to get me to switch and I say 'don't even bother!'"
"The support team is fantastic, always works towards finding a solution and follows up if an issue is more involved. Thanks for being awesome!"
"Bridge was extremely helpful assisting me with our shared calendars in the HawkSoft system. They were knowledgeable, efficient, and friendly. Thanks so much, Bridge!!!!"
The integration alone is worth its weight in gold!
Keep communications with your customers compliant. E&O, PCI, FCC, TCPA, CTIA, and TCR compliance.