Automate your agency communications and marketing reporting so you can focus on delighting customers and growing your business.
No more wasting time tracking down and interpreting data from multiple platforms. Get it all in one place with simple insight that’s easy to action.
Tackle problems before they happen with forecasts and trend reports. Get visibility into CSRs, customer volumes, and more.
See individualized CSR reports that show efficiency and closing ratios so you can celebrate your high achievers and help those falling behind see where the disconnect is.
One-click integration into your Agency Management System means you can have confidence you are getting the full picture.
Are you on track to meet your goals? This report lets you know exactly where you’re at and what needs to be done to make each month a success.
Get all of your prospect and customer reports in one place. Analyze how your marketing, retention, and up-sell efforts are performing all in one hub.
Leverage actionable insights on performance and efficiency, growing your team's capabilities and pleasing your customers.
With Bridge’s CSR ticket system you can know exactly how productive your CSRs are and confirm that the important work is getting done.
What are your peak hours, CSR efficiency, customer call rates? Get answers so you can efficiently manage your team and marketing plans
Never miss a renewal again. See where customers are in their policy’s lifecycle and use AI triggers so you stay top-of-mind.
With analytics that automatically integrate with Bridge’s Marketing Automation tools, you know exactly how successful your campaigns are and get tips on how to improve.
Set up your email, SMS, and phone campaigns and see how they perform, with clear visibility into click-through rate, call time, lead production, and more.
Which channels perform best? How effective are your CSRs at closing the deal? Get answers across your agency’s full communications ecosystem.
Easily record any type of video and send a link so that nothing gets lost in translation.
"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.