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Joined July 2022 | Last Updated February 2025

Insurance agency marketing and communications just got a whole lot easier. Bridge is a complete communication suite for insurance agents that combines CRM, eSignature, text messaging, live website chat, web forms, automated marketing, advanced VoIP, and many other tools.

Features & Quick Stats

Key Features

  • Communicate with clients, prospects, and your team from one hub
  • Industry leading insurance phone system
  • Fast & secure paperless agreements with eSignature & online faxing
  • Streamline your entire compliance process
  • Enhanced visibility into your insurance agency’s performance
  • Agency-specific automated marketing software
  • Tools to help improve loyalty & renewals
  • Advanced integrations for your insurance agency management system

Core Business

Productivity Solutions that integrate with agency management systems

How Bridge Helps Independent Agents & Brokers

Bridge speeds up existing processes, drives documentation, and brings new tools to an agency.

Integrations

Vertafore QQCatalyst, AMS360, Sagitta, ImageRight/Worksmart, HawkSoft, Applied EPIC, Salesforce, Hubspot, Zendesk, Zoho, Microsoft Dynamics. The methods are varied but in general they are automated or semi-automated integrations that move calls, recordings, SMS, etc. from Bridge to the system in question. View all integration partners.

Partnerships

Vertafore Orange Partner Program, NetVU Gold member, HawkSoft User Group

Certifications & Awards

SOC 2 security certification, Orange Partner Program founding member

Product FAQs

Phone Systems
VoIP-Does the agency have to use specific phones with your service?

Yes

VoIP-Is your solution hosted or on-premise?

Hosted

VoIP-Do you offer true unlimited calling for United States and Canada?

Yes

VoIP-If there is a contract, what are the terms?

12, 24, 36 month lengths

VoIP-Do you provide burstable SIP VoIP trunks?

Yes

VoIP-Do you have an insurance agency focus?

Yes

VoIP-What insurance agency software do you integrate with?

HawkSoft

VoIP-Please check all features your platform offers

[Conference Bridge, Video Conferencing, Softphone, Find Me/Follow Me, Mobile App, Business Text Messaging, Voicemail to Text, Voicemail to Email, Call Recording and Rating, Call Pulling, VoIP Caller ID, Call Routing, Call Forwarding, Anonymous Call Rejection, Auto Attendant, SIP Trunking, Priority Alerts, Push to Talk, Upgrade Options]

VoIP-Who is liable for fraudulent calls?

Situation Dependent

VoIP-Do you provide installation services?

Yes