Company Name
The Redcliffe Group

Product Name
Bridge

How long has your company been in business?
TRG has been in business one year after purchasing Bridge which existed for 6 years prior.

Provide a brief overview of your business and the products offered.
We are a SaaS company providing a comprehensive communication platform for independent insurance agents to communicate with prospects and insureds in new and innovative ways.

Describe your approach to client and account management. How does your company organize around the client?
Each client is assigned a permanent CARE Team member to be their guide throughout the life time of the relationship.

Describe the extent of experience your company has in delivering solutions to independent insurance agents.
The company and especially the principals have been delivering solutions to independent agents since 1996.

What percentage of your customer base is made up of independent insurance agent organizations?
100%

Are your solutions patented? If yes, what do you hold patents for?
Patented no but many facets of our solution are custom written and are our proprietary IP.

What differentiates your company’s service(s) from your competitors?
We are small and agile and the only company in this space that provides the breadth we do.

Is your signature solution available as a software-as-a service?
Yes

Access to the e-sign transaction is available by:

• Mobile app
• Email invitation
• Embedded in a video
• Via text message to signer’s mobile device

Methods of e-signing:

• Click to sign
• Digital signature capture with a mobile phone
• Captured signature file

Is dedicated hardware required to capture e-signatures?
No

Do you support e-signing on a mobile phone and tablet?
Yes

Do the individual signer certificates remain under the signer’s sole control, or are they stored on your servers?
Stored on our servers

Does your solution support third-party identification services?
No

Does your solution support digital certificates?
Yes

Does your solution support additional languages?
No

Do you place any embedded links in a document as part of the e-signing process (for later verification)?
Yes

Do signers require an account on your system to sign and view a document?
No

Describe how your solution establishes signer identity:
Industry standard email verification. Password protected signing documents.

Does your solution use knowledge-based authentication?
Yes

Does your solution use credential-based authentication?
Yes

Does your solution use authentication through an SMS passcode sent to a mobile phone?
Yes

Do you support user authentication or signing using digital certificates, smart cards, or other hardware tokens?
No

Can different methods of signing be combined in the same transaction?
No

Can different methods of authentication be combined in the same transaction?
No

Does your system have a security access code feature that gives the sender the option to require an access code for secure access to the document for eSigning?
Yes

Are there any additional software or hardware requirements for signers accessing your solution?
No

Is the data center where your solution is hosted compliant with SOC 2?
Yes

Have you had any reported incidents of customer data being leaked?
No

Does your solution support form templates?
Yes

Can signers upload images and documents as part of the transaction?
No

Can common document formats be uploaded directly to your e-sign service?
Yes

Do you offer additional document format support through a printer driver?
Yes

Do you have the option for users to create and build eSign templates to share with other users within the agency?
Yes

Can your solution merge data into form templates prior to signing & extract data post-signing?
Yes

Are e-signed documents sent as email attachments?
Yes

What is the final document format of records e-signed?
PDF

Can senders monitor the progress of transactions through a dashboard?
Yes

Do you offer reporting capability?
Yes

Can the user configure the document presentation order and workflow routing rules between participants?
Yes

Does your solution support notifications?
Yes

Are notifications customizable?
Yes

In the case of a document with multiple signers, does the audit trail reflect the unique date/time stamps for each signer?
Yes

Does a user have to come back to your servers to obtain information about who signed and when for each signer?
No

Does your solution produce an exportable evidence summary (a log of events)?
Yes

In addition to the log of events, do you offer process evidence (e.g., can your solution reproduce the e-sign transaction as it appeared in the browser of the signer)?
No

Does your solution integrate insurance agency software platforms?
Yes

Do you have an Application Programming Interface (API)?
No

Do you provide documentation and sample code with your API?
No

Is support included as part of your standard pricing model?
Yes

Do you provide user training?
Yes