RETENTION & ONBOARDING

Improve loyalty and renewals with tools that make customers feel valued.

Watch your renewal rate skyrocket with features that integrate with insurance agency management systems and implement best practices for contact rates, easy onboarding, and CSR performance.

Start Simplifying

Modernize agent-customer relations with a personalized experience that improves efficiency and maximizes resources.

Independent insurance agents and brokers are competing in a world where customers expect unprecedented availability and service. Give them the experience they have come to expect and harness a suite of features that give you increased visibility, customization, and communication capabilities.

Auto Renewal Process

Never miss a renewal date with Bridge. AI triggers automate the renewal process for you with multi-channel communication and pre-renewal customer nurtures.

Customer Insight

Since Bridge syncs with your Agency Management System, all of your customers’ policy info is available at a glance so can have one source of truth.

CSR Visibility

How are your CSRs performing? Are your customers' concerns being addressed? Eliminate the guesswork and have confidence you are meeting your customers’ needs.

renewals

A modern approach to customer renewals

Customer renewals are the lifeblood of independent insurance agents and brokers. Ensure your agency’s health and stay up-to-date on customer satisfaction and policy lifecycles.

Policy Alerts

Eliminate confusion and forgotten dates with AI that lets you know where each policy is in its lifecycle.

Customer Clarity

Ensure each customer is delighted and taken care of. Track communication across every channel and automatically follow up with brief surveys to see their happiness.

Automatic Renewal

Streamline how you handle renewals with automatically scheduled interactions and forms.

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Marketing Automation

Improve how you reach customers and leads with advanced marketing solutions

CSR Activity

Call Analytics

Renewal Reports

Marketing Automation

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Reporting

Boost your agency’s renewals and communications with advanced insights into your communication ecosystem.

Forecasts & Trends

Team Productivity

Communication Channel Insights

Reporting

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 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.

"The integration alone is worth its weight in gold!"

Oliver C.

"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!!!!"