Your clients love to text. With Bridge, you can text from your business phone number using your cell phone, tablet, or even your computer. Better yet, receive text messages and pictures from your clients and drop them directly into your management system. One number for voice and text. Keep your personal number personal.
Your inbox is a mess. It’s time to stop using email for interoffice conversations. Instead, use Bridge’s Chat Plus to communicate instantly with co-workers. Enjoy threaded messages, instant searching, chat macros, and even emojis and gifs. Save what you need into your management system. Chat Plus is so much more than the basic chat you get with most systems.
Ever have something on your screen that you need to save? What about just part of your screen? What if you want to mark up or annotate something on your screen and then capture it? Then we have the tool for you! Screen Capture allows you to mark up and then copy any part of your screen. Save it or export it directly to your management system.
Bridge has the powerful ability to quickly export all your communications to your management system. “Like what?” you may ask. Well, let’s say your client texts you a photo. Now what? With Bridge, you can upload it straight to your management system from any device. It’s that easy.
Bridge makes coaching your team easier… even if they’re spread out in multiple offices. Just like in a fancy call center, you can listen in on phone calls and coach in ‘whisper mode.’ You can even barge in if the conversation gets out of hand. Heck, why stop there? With Bridge’s ‘emulate user’ mode and productivity reports, you’ll always know what’s going on in your agency.
Do you need secure access to your files from anywhere? Of course you do! That’s why we built Bridge Cloud Storage. It’s the only cloud storage specifically built for the insurance industry. Share files with co-workers, and access your files from any Internet-connected device. Want more? With Bridge, your clients can easily and securely upload files to you. Send large encrypted files safely and track when and where they are downloaded. Sleep easy knowing your data is safe in a SSAE 18/ISAE SOC 1 Type 2 and ISO 27001 certified data center. Is that server in your closet certified?
Track employees’ time and view their screenshots with Bridge’s activity monitoring tool, Time Clock Pro. There is nothing for you to install, and your remote or local employees can stop the screenshot monitoring themselves simply by clocking out. View the reports online using your computer or tablet, and then send the time clock information to your payroll system. You will be able to see exactly what your employees have worked on, how much time and money was spent on each task, and what was on their computer monitors. Know for certain that you are paying for actual work, not for time spent on social media or shopping.
Forget the 20-digit pins, conference ID’s, and ‘stating your name’ to join the call. Bridge actually makes conference calling enjoyable. Schedule a call, and Bridge will call the participants for you. Share your screen, record the call, mute participants, and lock the conference for privacy. It’s the way conference calling always should have been.
Impress your prospective clients with Bridge’s screen share feature. Let them see the quote or policy on their own screens while you talk them through it over the phone. No downloading or setup required, and with one click, they can share their screens with you or vice versa.
Build relationships face to face with Bridge’s one-click video calling. Need to see a client’s location or vehicle up close? No problem. Do a video call to his cell phone. Record the video call and save it to your management system. Send the video to your carrier. No downloading or setup required. Create that kitchen-table feel from any device. Share your screen during a video call for a complete sales or training experience. You can even record testimonials from your clients and post them online. All the power of video with none of the hassle.
Want an easy way to market to and nurture your existing clients? Create Automated Messaging campaigns in Bridge. Automatically send out personalized text messages, emails, and recorded voice messages. Let your clients know they have a renewal coming up. Follow up quickly after a storm. Remind clients of upcoming payments due. You’ll find so many ways to save time and increase retention with Bridge’s Automated Messaging.
Training and monitoring staff is a concern for most business owners. Bridge was custom built to solve this problem by letting you actively track productivity, monitor text messages, and more. From one screen get a summary of calls, text, and activities broken down by office or individual. Bridge gives you the freedom to focus on your priorities and check in on staff as needed.
Have you ever had to send or receive a time-sensitive fax while you’re out of the office? With Bridge you can send and receive faxes from any computer or tablet. Then, with just one click, you can export that fax to your management system. And yes, you can port over your existing fax number so nothing changes for your clients and carriers. That’s Bridge power.
Do you ever feel like phone systems were created to be impossible to set up? It’s like their designers were paid by the phone geeks to make it as hard as possible in some sort of Machiavellian job-security scam. Thankfully, Bridge was designed by insurance agents for insurance agents. Every change can be done from a simple web portal and is menu driven. If you can point and click, you can easily configure everything.
A fear and loathing of needing to call customer support unites all agents. We feel your pain. When you need help, simply click the “call support” button to be immediately connected to a live expert who can walk you through your question. Or, if you prefer, we can pop into your account and handle it for you. Call, text, e-mail, message, chat, whichever you prefer. We know insurance and how to help.