# Bridge Insure Reviews **Vendor:** Bridge Insurance **Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) **Average Rating:** 4.6/5.0 **Total Reviews:** 83 ## About Bridge Insure Bridge Insure offers a comprehensive communication platform tailored specifically for insurance agents and brokers, aiming to streamline client interactions, enhance team collaboration, and drive business growth. By consolidating various communication tools into a single, user-friendly interface, Bridge Insure simplifies the management of client relationships and internal operations. Key Features and Functionality: - Unified Communications: Integrates phone, text, chat, video, and VoIP services into one cohesive platform, ensuring seamless interactions with clients and team members. - Advanced Phone System: Provides automation, insightful analytics, and flexibility, including features like CSR and call reports, screen pop-ups, and integration with CRM and AMS systems. - eSignature and Online Faxing: Facilitates fast and secure paperless agreements, allowing users to manage and track documentation conveniently from any location. - Compliance Management: Automates compliance processes, covering standards such as E&O, PCI, FCC, TCPA, CTIA, and TCR, thereby reducing the risk of non-compliance. - Seamless Integrations: Offers advanced integrations with various agency management systems (AMS) and customer relationship management (CRM) tools, enhancing operational efficiency. Primary Value and Solutions Provided: Bridge Insure addresses the common challenges faced by insurance agencies, such as managing multiple communication channels, ensuring compliance, and maintaining efficient workflows. By unifying these essential functions into a single platform, it reduces the complexity and costs associated with using disparate systems. This integration not only saves time but also enhances productivity, allowing agents and brokers to focus more on building client relationships and growing their business. Additionally, the platform's compliance features provide peace of mind by automating regulatory adherence, thereby mitigating potential risks. ## Bridge Insure Pros & Cons **What users like:** - Users find the **prompt and helpful customer service** of Bridge Insure greatly enhances their experience and workflow. (8 reviews) - Users value the **prompt and helpful customer support** of Bridge Insure, enhancing their overall experience with the product. (7 reviews) - Users praise the **responsive staff support** of Bridge Insure, highlighting their quick assistance and helpfulness. (6 reviews) - Users praise the **ease of use** of Bridge Insure, highlighting quick access and excellent customer support. (5 reviews) - Users value the **easy access** to features and customer support provided by Bridge Insure, enhancing overall efficiency. (5 reviews) - Workflow Efficiency (4 reviews) - Users appreciate the **extensive features** of Bridge Insure, finding it convenient to have everything in one platform. (3 reviews) - Time Saving (3 reviews) - Client Management (2 reviews) - Efficiency (2 reviews) **What users dislike:** - Users feel that the **outdated design** of Bridge Insure hampers its functionality compared to modern alternatives. (2 reviews) - Users experience **system instability** with Bridge Insure, which complicates usage when the system is down. (2 reviews) - Users face **email attachment issues** that hinder effective communication and document sharing with Bridge Insure. (1 reviews) - Users find that Bridge Insure has some **feature issues** , particularly with eSign functionality and retrieving call recordings. (1 reviews) - Users find the **functionality limitations** of Bridge Insure restrict its effectiveness compared to other available providers. (1 reviews) - Integration Issues (1 reviews) - Learning Curve (1 reviews) - Workflow Inefficiency (1 reviews) ## Bridge Insure Reviews ### 1. Bridge has been a great service for our company and has allowed us to provide great service. **Rating:** 3.5/5.0 stars **Reviewed by:** Christopher A. | Manager, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **What do you like best about Bridge Insure?** Ability to use it on my computer and cell phone anywhere. Pricing makes it worth keeping. I also appreciate their support team. They are quick and always help **What do you dislike about Bridge Insure?** The connection is hit or miss. Some days, every other call works. We tried the integration with AMS360, and it did not work well. It caused a lot of confusion in accounts and randomly duplicated clients in the database **What problems is Bridge Insure solving and how is that benefiting you?** Great for texting and making sure we are staying in contact with our clients. Awesome pipeline capabilities. ### 2. Solid VOIP for my Insurance Agency Using Dave 4.0 **Rating:** 5.0/5.0 stars **Reviewed by:** Jim K. | Insurance Agent, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2023 **What do you like best about Bridge Insure?** Since starting my independent insurance agency here in Scottsdale, Arizona, I have had Bridge "Dave" VOIP services. What makes them amazing is the sound quality as it sounds so crisp and clear. Like talking to someone standing right next to me. In addition for the cost, you get eSignature which I use everyday (saves $400 over docusign) which pays for the service by itself. You get every feature that you find with the big carriers at a fraction of the cost. When I need support, I talk to someone in the US that takes care of my request right then and there. They have a lot of features like marketing, integrations into CRM systems for screen pops... I would recommend them to any other insurance agency looking to scale at fair prices and add-on features (esign, faxing, texting, conference calling, desktop sharing like zoom with no time limits, visual voicemail, chat for your website, call recording/download, full call center monitoring of lines/queues, full IVR...) all included for the one very affordable price. When I saw what the competition was charging me, I am so glad another agent referred me to Bridge. **What do you dislike about Bridge Insure?** I'm looking forward to the next release of the phone app, hoping it will include many more features. At the moment, it allows you to make and receive calls, send texts, access visual voicemail, and use website chat. I really enjoyed the service when I was with them. **What problems is Bridge Insure solving and how is that benefiting you?** Call routing, VOIP Quality, Texting, eSignatures, WWW Chats ### 3. Decent VOIP System with Useful Integrations, But Some Bugs **Rating:** 3.0/5.0 stars **Reviewed by:** Brie H. | Operations Coordinator, Account Executive, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2025 **What do you like best about Bridge Insure?** Bridge Insure is a solid VOIP system that integrates with AMS360 and AgencyZoom, which makes it easier to tie communication into our workflow. The call quality is clear, and the core features do what we need them to do. I also appreciate that the team is actively working on improving the platform and seems open to user feedback. **What do you dislike about Bridge Insure?** Support is only available via chat, which means resolving issues can take longer than if you could just call and speak to someone. The mobile experience is also lacking—texting used to be available in the mobile app, but after a recent update, that feature was removed. Now you can only text from the desktop version, and the site isn’t mobile-friendly. The AMS360 and AgencyZoom integrations are helpful when they work, but they can be a bit buggy and inconsistent at times. **What problems is Bridge Insure solving and how is that benefiting you?** Bridge Insure helps centralize our communication system and streamline how we connect with clients. By integrating with AMS360 and AgencyZoom, it allows us to log call activity and track communication within the systems we already use daily. This saves time and reduces the need to manually update contact records or switch between multiple platforms. The ability to call, transfer, and (on desktop) text from a single interface helps keep our team more organized and efficient. ### 4. Bridge Insure Review – A Game-Changer for Insurance Agencies **Rating:** 5.0/5.0 stars **Reviewed by:** Justin L. | Insurance Agent, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Bridge Insure?** What I like best about Bridge Insure is how it brings everything together in one place—VoIP, texting, eSign, document sharing, and live chat—all accessible with a single login. It’s incredibly efficient and has saved our team a significant amount of time. The platform is remote-friendly, which is perfect for our hybrid setup, and the customer support is top-notch—always responsive and helpful. Plus, we’ve actually reduced costs by consolidating multiple tools into this one solution. Most importantly, it’s improved how we communicate with clients, making interactions faster and more personal. **What do you dislike about Bridge Insure?** While Bridge Insure offers a lot of value, there are a few areas that could use improvement. The eSign functionality, while mostly reliable, isn’t as feature-rich as platforms like DocuSign or InsureSign—it gets the job done, but lacks some of the advanced options and polish of those more established tools. Another challenge is retrieving call recordings, especially when using a hunt group where everyone shares the same outgoing caller ID. The setup makes it tedious to track down specific call recordings to log, and the process could definitely be more efficient. **What problems is Bridge Insure solving and how is that benefiting you?** Bridge Insure is solving several key problems that our agency faces—namely, the inefficiency of juggling multiple disconnected tools, inconsistent client communication, and the challenges of managing a hybrid or remote workforce. By consolidating VoIP, texting, eSign, document sharing, and live chat into a single platform, it eliminates the need for multiple logins and reduces the risk of things slipping through the cracks. This integration has significantly improved our team’s productivity, response times, and client satisfaction. It also pairs well with hybrid/remote work, allowing our staff to stay connected and responsive no matter where they are. The result is a more streamlined operation, better communication with clients, and ultimately, more time to focus on growing the business rather than managing tech. ### 5. Bridge has exceeded my expectations for my insurance agency **Rating:** 5.0/5.0 stars **Reviewed by:** Paul J. | I am the insurance agency owner/agent, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2025 **What do you like best about Bridge Insure?** I love the cell phone app that I can receive and make calls on and also be able to check voicemail right from the app. I love how it integrates with my other software as well. I use the app daily while taking and receiving calls all days long. It is so easy to use and implement into my daily routine!! I can't say enough about the system. **What do you dislike about Bridge Insure?** I really don't dislike anything and I have been using them for so many years. IT dept is great and meets my needs in a prompt way. **What problems is Bridge Insure solving and how is that benefiting you?** The problem that they solve is the ability to have my business calls come into my office and also on my cell phone as well. I am constantly on the go and having that seamless ability makes it so much easier for me to do my daily routines. ### 6. Can always help with what I need **Rating:** 5.0/5.0 stars **Reviewed by:** Jana F. | Agent and Service Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2025 **What do you like best about Bridge Insure?** Anytime I have an issue or update that is needed, I can reach out via chat and be assisted. **What do you dislike about Bridge Insure?** I wish the text messages would appear in a different way on my smartphone. I have to use my computer to utilize the texting feature, so I do use it often and often miss a text message due to not being at my computer. I am in sales so it is not do-able for me to be tied to a desktop all day but wish the texting would improve in future upgrades. **What problems is Bridge Insure solving and how is that benefiting you?** Helping to manage all communication within one system - text, esign, fax all communicate with the agency management system. ### 7. Super Convenient and Easy to Use! **Rating:** 5.0/5.0 stars **Reviewed by:** Jeline M. | Customer Service Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2025 **What do you like best about Bridge Insure?** The app is very user-friendly and simple to navigate. Everything is well laid out from the time you open it, making it easy to find what you're looking for. Whether you're a first-time user or someone who uses it frequently, the smooth interface and straightforward design make the experience simple and efficient. Also, their customer service is easy to reach since you can simply use the chatbox. **What do you dislike about Bridge Insure?** I haven’t encountered any major issues with the app so far—it’s been running smoothly and reliably on my end. **What problems is Bridge Insure solving and how is that benefiting you?** Bridge Insure helps us communicate with our clients and manage documentation effectively. ### 8. Excellent solution with many facets for simpifying comms! **Rating:** 5.0/5.0 stars **Reviewed by:** Johnathan B. | Agency Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2025 **What do you like best about Bridge Insure?** 1. Excellent support - we are not a techy agency and when we need help, they are extremely responsieve and helpful. 2. Breadth of features - - texting platform we have tried numerous others and it is so easy to use - e-signature - so easy to use and saves so much time. - VOIP and fax are excellent too 3. We have been using it for a few years but the ease of getting set up and going was very intuitive and easy. **What do you dislike about Bridge Insure?** If I had to nit-pick, one minor drawback of having to use Bridge website and Dave app. If there was a way to consolidate the two into one, that would be nice. Still, good far outweighs this minor issue. **What problems is Bridge Insure solving and how is that benefiting you?** We went to Bridge for the VOIP platform. It was going to save us money on our monthly phone bill and facilitate calls between multiple locations. It wasn't until after we were sold on the VOIP platform that we learned about e-signature, texting and faxing which were all icing on the cake! We got all those incredible features, increased efficiency, consolidation and saved money! ### 9. Unfortunately, my experience with the Bridge phone system hasn't been positive **Rating:** 1.5/5.0 stars **Reviewed by:** Jessica L. | CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2025 **What do you like best about Bridge Insure?** Integration with Existing Systems: The Bridge phone system seamlessly integrates with our current infrastructure, which did make the transition smoother and less disruptive. **What do you dislike about Bridge Insure?** Complicated Setup: The initial setup process can be confusing, and it took longer than anticipated to get everything up and running properly. User Interface: The interface is not as intuitive or user-friendly as we would have liked, leading to a steep learning curve for our team. Limited Customer Support: Response times from customer support can be slow, making it challenging to resolve issues quickly. **What problems is Bridge Insure solving and how is that benefiting you?** Data Accuracy and Reporting: Bridge Insure helps ensure that data is consistently accurate, and the reporting features provide better insights into our operations, which is helping us make more informed decisions. ### 10. THE BEST CUSTOMER SERVICE TEAM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Bridge Insure?** The customer service team is top notch. Easy to get ahold of and they always have a quick fix for what I need. On top of that, the app and website are user friendly and include great features like eSign and the sales automation. I use Bridge every day and I have nothing but good things to say about Bridge! **What do you dislike about Bridge Insure?** I can't say I have any complains at this time! **What problems is Bridge Insure solving and how is that benefiting you?** Hmm I have not heard of anything new coming to Bridge. ### 11. I waited to the last minute **Rating:** 5.0/5.0 stars **Reviewed by:** Linda J. | CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Bridge Insure?** I talked to Christofer about setting up our away voicemail for Memorial day. I usually do this in advance but this time requested it just 4 days before (not including the weekend). He got right on it. I have talked to several different reps and they are all very professional and friendly. I love the ease of access to go chat with them on the website as I am not super tech savy on certain things. Nice to know they are there. **What do you dislike about Bridge Insure?** Everything is in one place and makes sense. I haven't really run into a problem **What problems is Bridge Insure solving and how is that benefiting you?** trying to make my work day easier ### 12. Bridge and their team are always available and helpful. **Rating:** 5.0/5.0 stars **Reviewed by:** Angela K. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2025 **What do you like best about Bridge Insure?** Needs are cared for quickly and professionally. **What do you dislike about Bridge Insure?** Learning to use this system but that is true for all new systems. It always takes a minute to get the hang of things. **What problems is Bridge Insure solving and how is that benefiting you?** Redirecting our call flow. We're learning the best way to care for our customers and redirecting our call flow to improve the customer experience has been a learning curve for us. When we reach out to Bridge to help, they are always able to clearly understand waht we need and make it happen within minutes. ### 13. Great Variety of Services offered & excellent customer service **Rating:** 4.5/5.0 stars **Reviewed by:** Tricia T. | Senior Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Bridge Insure?** I LOVE ALL THE OPTIONS Especially eSign, Texting & Faxing. **What do you dislike about Bridge Insure?** I dislike the set up and time it takes to THINK about what to set up & ease of use for pipeline, **What problems is Bridge Insure solving and how is that benefiting you?** I'm not up to date on what they are solving. I do know that there's SO many windows to have open and when working/typing, & phone rings it pops and then you type on the "Dave communicator" I suppose there's a setting for that. Also, struggle with losing my settings for my headset & have to reconfigure my settings every time I take my surface pro with me away from my desk. ### 14. Amazing phone system and more **Rating:** 5.0/5.0 stars **Reviewed by:** Adriana H. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 20, 2025 **What do you like best about Bridge Insure?** Softphone access is amazing and everything is quick/easy and at your fingertips (contacts numbers). The availability to see who's on their phone helps in transferring calls to the correct department...speaking of the transfers... the click, drag and drop is awesome!! The customer service is just a click away and ALWAYS willing to help. They also offer extra assistance in learning features to make life easier. Thank you Bridge for an incredible software in building our agency. **What do you dislike about Bridge Insure?** No phone # to call and discuss options, if more complex **What problems is Bridge Insure solving and how is that benefiting you?** Phone call quality has been corrected for our Agency (setting issue). Our "IT" team had the download link blocked and Bridge worked with them thru me and we've seen a huge improvement in call quality. ### 15. Great Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Amy H. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2025 **What do you like best about Bridge Insure?** We have found Bridge very easy to use for phone and fax. The Dave option has been great for remote work and being able to answer agency calls from the app if away from the office. They have the best support team and they are great to work with. They always have an answer right away and I have never had any wait time. I can't recommend them enough. They do a great job, and it is a great system. **What do you dislike about Bridge Insure?** We have not found any downside to Bridge at this point. **What problems is Bridge Insure solving and how is that benefiting you?** We use the system for phone and fax while in the office and remotely. ### 16. Quick, easy & all-in-one **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about Bridge Insure?** Before Bridge we used a different platform for each service- calling, texting and eSigning- and we were still using desk phones and personal cell phones. Now everything is together and with the DaveGO app, you can still make and receive calls on your cell- but through your work number! The system has improved and enhanced our work flow greatly. The other bonus is that the people that I've worked with on the Bridge team have been super helpful and responsive. It never takes long to get an answer and everyone has been friendly and easy to talk to. All in all, it's been a great experience. **What do you dislike about Bridge Insure?** We've not had a single complaint yet from Staff or Admin. **What problems is Bridge Insure solving and how is that benefiting you?** It has sped up our workflow and eliminated steps. It's also helped us maximize our communication with clients but setting up automated texting through AgencyZoom. ### 17. Bridge Insure Review **Rating:** 5.0/5.0 stars **Reviewed by:** Luke M. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2025 **What do you like best about Bridge Insure?** The responsiveness from their team, if I personally chat in im met with awesome reps such as Habeeb, Christofer, and Jacob! They're there to help my team when a need arises, but their functionality is next to none! Bridge has been a great addition to my company and couldn't be happier! **What do you dislike about Bridge Insure?** There is some headset capability that could be looked at, bridge works best with 4 headset companies and could broaden that horizon **What problems is Bridge Insure solving and how is that benefiting you?** Today was a great example, I needed to enable call monitoring and barging and immediately they jumped on it for me and got it corrected so I could monitor my new reps calls! ### 18. We love Bridge Insure **Rating:** 5.0/5.0 stars **Reviewed by:** Derek Y. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2025 **What do you like best about Bridge Insure?** The system itself helps create numerous shortcuts in our daily work. I can confidently say our team is more efficient after implementing Bridge Insure. **What do you dislike about Bridge Insure?** There are a lot of layers to what can be done and that can get overwhelming. BUT their team is extremely helpful! **What problems is Bridge Insure solving and how is that benefiting you?** It works seamlessly with our management system versus other systems that do not offer that benefit. ### 19. Great for our business **Rating:** 4.0/5.0 stars **Reviewed by:** Brandon B. | Agent/COO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2025 **What do you like best about Bridge Insure?** The customer service is quick and very helpful. The ability to take office phone calls while out of the office is great! **What do you dislike about Bridge Insure?** The mobile apps for DaveGo and Bridge are way behind in modern tech and need much improvements. Needs a little more improvement on the integration with AMS360 for contact's name and numbers. **What problems is Bridge Insure solving and how is that benefiting you?** They were helping me get our out of office setup for the holidays. ### 20. Bridge is a very easy platform to use for your businesses phone service needs. **Rating:** 5.0/5.0 stars **Reviewed by:** Brittany W. | Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2025 **What do you like best about Bridge Insure?** The ease of use. Everything is straight forward and self explanatory. I also love that it will record calls and can save calls/call history/voicemails for you to look back on when needed. **What do you dislike about Bridge Insure?** I was unable to locate the app in the iPhone app store to use on my cellular device. My coworkers had previously been able to. I would like to see it available in the appstore again so that I can be available to my clients all the time. **What problems is Bridge Insure solving and how is that benefiting you?** It is providing a phone platform that is providing consistent reliability. ### 21. Excellent customer service! **Rating:** 5.0/5.0 stars **Reviewed by:** Scott E. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2025 **What do you like best about Bridge Insure?** The phone system works perfectly and we love the ability to capture the phone recordings for our client files. **What do you dislike about Bridge Insure?** Honestly, I don't have any issues or concerns with Bridge. **What problems is Bridge Insure solving and how is that benefiting you?** Bridge allows us to track all phone calls and even the recordings if we choose to download them. They are also always available and very prompt in their responses and assistance when needed. ### 22. works perfectly, great customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Jillian M. | principal agent, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2025 **What do you like best about Bridge Insure?** I like that we can receive text to our regular phone number. Recorded calls are great. Being able to assign texts or calls to agents, love it. **What do you dislike about Bridge Insure?** Wish the texting came through on the mobile app. Supposed to be coming soon. **What problems is Bridge Insure solving and how is that benefiting you?** Texting from office line so it's not confusing to clients. Recording calls to see how agents perform and clients act. ### 23. Amazing! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Bridge Insure?** Direct copy and past into our management system has been essential in all we do. **What do you dislike about Bridge Insure?** Fax and Esign can't be integrated to be used directly from Hawksoft. However this software is very quickly becoming antiquated and is limited in function as opposed to some of the other providers that we've used since. **What problems is Bridge Insure solving and how is that benefiting you?** Trying to enable 2 way intercom and not benefit to us now as not working. ### 24. Excellent for Insurance Agencies. **Rating:** 5.0/5.0 stars **Reviewed by:** David H. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2025 **What do you like best about Bridge Insure?** When so many products and services are offered it's hard to find out what works. What works includes support, so when you find an excellent product with excellent service it's a pleaure. **What do you dislike about Bridge Insure?** I can't think of anything that strikes me to dislike. **What problems is Bridge Insure solving and how is that benefiting you?** PBX, Fax, Esign, HawkSoft integration, and helping workflows. ### 25. bridge insure **Rating:** 4.5/5.0 stars **Reviewed by:** Nancy W. | insurance agent, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2025 **What do you like best about Bridge Insure?** keeps all of my contacts, calls, and leads in one easy to access app. **What do you dislike about Bridge Insure?** having to chat with tech instead of talking with someone. **What problems is Bridge Insure solving and how is that benefiting you?** keeps track of leads, contacts, calls, and voicemails. makes it easier by having it all in one app space. ### 26. Christofer was so helpful and resolved my problem quickly **Rating:** 4.5/5.0 stars **Reviewed by:** Felicia C. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2025 **What do you like best about Bridge Insure?** The ease of doing business and products offered. **What do you dislike about Bridge Insure?** Texting is not on the Dave side yet, and you can't attach outside documents to the activity for the text without amending. **What problems is Bridge Insure solving and how is that benefiting you?** We were having problems with our forwarding of the main line. Christofer helped me get this corrected and showed me how to fix it going forward myself. ### 27. Make the switch to Bridge! **Rating:** 5.0/5.0 stars **Reviewed by:** Sulayne G. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about Bridge Insure?** Love the capabilities they offer, integration into our management system is great. The switch was flawless, no problems at all. **What do you dislike about Bridge Insure?** A few kinks to work out with other phone carriers but all in all a great transition. **What problems is Bridge Insure solving and how is that benefiting you?** We found an easy way to document phone calls into our management system with Bridge ### 28. Great customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2025 **What do you like best about Bridge Insure?** I love Bridge's chat function. Makes my time management a lot easier. Their team of agents are very efficient and quick to respond. **What do you dislike about Bridge Insure?** Since I have been working with Bridge, I have not had any issues with them. **What problems is Bridge Insure solving and how is that benefiting you?** The need to update anything in our profile were either the system glitches, they pretty much on top of everything. ### 29. Great Customer Service **Rating:** 4.5/5.0 stars **Reviewed by:** Rex B. | Insurance Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2025 **What do you like best about Bridge Insure?** The Chat feature has prompt and helpful customer service access. **What do you dislike about Bridge Insure?** There does seem to be a slight delay on some of our phone calls. **What problems is Bridge Insure solving and how is that benefiting you?** Internet phone system ### 30. COO **Rating:** 5.0/5.0 stars **Reviewed by:** Blimy G. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2025 **What do you like best about Bridge Insure?** they are very responsive when it comes to any technical issues **What do you dislike about Bridge Insure?** so far nothing - all is great. only time it is hard is if the system is down **What problems is Bridge Insure solving and how is that benefiting you?** esignature, texting etc ### 31. Has lots of promise but is still lacking some functionality of others **Rating:** 3.5/5.0 stars **Reviewed by:** Lance H. | Director Of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Bridge Insure?** We use the e-sign for clients a lot as it integrates with our AMS and allows us not to have to pay an extra fee to e-signatures. The texting function is great as all within our agency can see when a text message is sent or responded to, but we continue to have troubles with how this is set up so we have had to set up all texts to come from our main agency number, which can be frustrating if mass texts go out. **What do you dislike about Bridge Insure?** We seem to have a lot of call drops. Is that Bridge or our internet provider? I want to be able to use the AI features for GAIL, our AI phone receptionist, and the outbound lead system, but it has been painful to work with Bridge to get this set up. I also want to be able to have transcripts of all calls using AI functionality, but when I asked Bridge about this, they said it is not in their current plans. There is a separate login for setting up the mobile app, and the process is very tricky and confusing if something goes wrong. There is also a separate login for the back end of the system, and the onboarding seemed rushed. I do not feel we are able to utilize the fullest capabilities. **What problems is Bridge Insure solving and how is that benefiting you?** VOIP system with integration with AMS and e-signature. ### 32. Gets the job done with some quirks **Rating:** 3.5/5.0 stars **Reviewed by:** Alexandrea P. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **What do you like best about Bridge Insure?** Customer service with Bridge has been pretty fantastic. Everyone is kind and respectful, they're open to either making an adjustment for you or teaching you how to do it yourself. The VOIP system is more reliable than our prior vendor. Moving over from our prior vendor was pretty painless - they took care of most aspects of it and were able to set us up the way we needed. We don't get a ton of phone calls, but we do need to feel confident that we aren't missing calls, texts, faxes, etc and with Bridge that isn't a concern. **What do you dislike about Bridge Insure?** We tried for many months to make the eSign system work for us, but I wound up going back to/sticking with our original vendor for that. The mobile app functionality, which to an agency that is fully web-based and cannot function without mobility, leaves a bit to be desired in terms of speed, but calls come through easily and that's the most important part. A bit concerned about text messaging going away with their new app. We've had staff members have trouble maintaining access (calls not getting to them, getting logged out of the mobile app, etc) but have worked around it for the most part until they found the time to reach out to support to work through the issues. **What problems is Bridge Insure solving and how is that benefiting you?** Communication with clients through calls, texts, faxes. ### 33. Haven't dealt with better! **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda L. | Agent/Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **What do you like best about Bridge Insure?** I have to be honest. The ease of your system is amazing. The amount of assistance we recieved when we intergrated to the bridge from your team is top notch. I have a question, I get the same rep always helpings me. He even went about and beyond with helping me outside of the phone system when I mentioned having multiple email addresses. I didn't ask for his but mentioned it in passing and he took it upon himself to help me. All around it really has been a positive experience and I will recommend this team to anyone who asks! Thanks for such great service! **What do you dislike about Bridge Insure?** Nothing! Its been great all around. There is nothing I would change **What problems is Bridge Insure solving and how is that benefiting you?** The ease to change the users in a call group. Pulling phones calls. Seeing how a phone call flows through the systems. What que did they start in. Who didn't answer the phone. All of this is so easy. Again, we spent 4 years with an company that didn't assist us at all with any of this. ### 34. Servicing Insurance with Bridge **Rating:** 5.0/5.0 stars **Reviewed by:** Mary R. | Client Service Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **What do you like best about Bridge Insure?** I enjoy how automated Bridge can be. How your calls can be listened to, extracted or just placed into the customer file you want them in. It has been a lifesaver having the recorded calls. I also enjoy how easy it is to drag and drop contacts into Dave dialer. **What do you dislike about Bridge Insure?** The Bridge is always improving, however it has been a bit of a journey. I have had issues with Text messages - unable to park them and having to manually extract the information which is very time consuming. I have also had problems with important calls not showing up. Bridge has been great at assisting with my issues right away and always with a helpful attitude. **What problems is Bridge Insure solving and how is that benefiting you?** Bridge is essential to our business in the recording and indexing of calls. ### 35. The Go-To Option for Growing Agencies **Rating:** 4.5/5.0 stars **Reviewed by:** Christopher S. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **What do you like best about Bridge Insure?** We came to Bridge from a much larger provider, RingCentral. Having a software that seamlessly integrates with our Vertafore suite has been invaluable both from a time savings perspective and for protecting our ongoing operations. We love the transparency and efficiency enabled with Bridge. **What do you dislike about Bridge Insure?** Bridge is not going to feel like some of the larger VoIP solutions. While it is less polished and sometimes has its quirks, it delivers where it needs to. **What problems is Bridge Insure solving and how is that benefiting you?** Bridge is helping us eliminate redundant data entry, avoid errors and omissions, and have a better understanding of the ongoing, day-to-day operations of our agency. Through the phone platform, SMS, and e-sign, we are able to quickly and efficiently interact with our insureds through whichever channel they prefer. ### 36. Bridge Ease of Use **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley B. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **What do you like best about Bridge Insure?** Bridge has been a blessing for our agency! The system is so ewasy to use, whenever I have had questions or needed assistance with how to do something, someone has always been available to assit. The switch over was easy as Bridge handled poting our numbers and setting everything up. We love havng email, fax, texting and docusign all in the same place! Is you are thinking about changing phone companies, I suggest giving Bridge a shot! **What do you dislike about Bridge Insure?** Being that the phone is internet based, we sometimes do have bad connection when the internet is spotty, but that would be the case with any internet based phone service! **What problems is Bridge Insure solving and how is that benefiting you?** Having phone, text, fax and docusign all in one place ### 37. Integrates well with Agency Zoom, but communicating with them.... I'd rather pull my own tooth! **Rating:** 3.5/5.0 stars **Reviewed by:** Carli A. | agency owner/agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Bridge Insure?** I do like that they fully integrate with Agency Zoom so that all calls are logged correctly and text messages are visible within client profile. **What do you dislike about Bridge Insure?** I dislike that they refuse to talk in person,only through chat. A simple 2 minute phone conversation has been replaced with a slow moving chat. Albeit a real person typing, it's still very time invasive and a huge waste of energy. I frequently receive texts on my personal cell from clients asking why they press 1 to be directed to me and the call is immediately dropped, or sits on hold indefinitely, meanwhile my phones do not ring at office. In this case, I have to chat in, waste 45 minutes of work time and handle it for them to tell me that a setting had been changed on their end through a system glitch and they are going to send it to their tech team as a ticket. The next day the ticket is closed out with no resolution. So, with constant monitoring, the system works well. Not sure I would make it a first choice if starting over, but I'll probably stick it out for a while and hope it gets better before diving into another company. **What problems is Bridge Insure solving and how is that benefiting you?** integrates text and faxing to Agency Zoom for client communication. ### 38. Exceptional Service **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie R. | CSR- Agency Admin Asst., Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **What do you like best about Bridge Insure?** My experience with Bridge has been above and beyond quality customer service. When I have needed tech support, they listen and are willing to help promptly in every way. Their help desk is a chat away and is always very kind at offering solutions, especially to the non-tech experts in our office. **What do you dislike about Bridge Insure?** I have not had one bad experience with Bridge in the two years our Agency has been using them. **What problems is Bridge Insure solving and how is that benefiting you?** Bridge allows us to stay current with industry needs, and requirements. We are able to combine all our communications with our local management systems. It works perfectly in concert with all our other systems. ### 39. Great phone service for AMS users **Rating:** 4.5/5.0 stars **Reviewed by:** Ashley H. | Manager/Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Bridge Insure?** We love that text messaging is included in our service and integrates with AMS. With a click of a button, text messages will export into our system. No need to pay for additional services through other carriers for texting. Bridge is also very simple and easy to use. **What do you dislike about Bridge Insure?** We've had a few small hiccups along the way but their support team has always been great to work with and easy to reach. **What problems is Bridge Insure solving and how is that benefiting you?** Before we were with Bridge, we all had desk phones and the system was very antiquated. Now everything is automated and very simple to use, much more efficient. ### 40. MICHAEL REVEIW **Rating:** 5.0/5.0 stars **Reviewed by:** MICHAEL S. | INSURANCE AGENT, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Bridge Insure?** I love how simple the systeam is to navagate through text, fax, and call. Those are the iteams agents like us look for and somthing most other providers make complicated. The other that goes hand to hand with the software is the customer support given, they are a great team dedicated to help your issues the same day and always attentive. **What do you dislike about Bridge Insure?** The couple things I do dislike is the certain outages where my clients complain my call sounding not clear or choppy. **What problems is Bridge Insure solving and how is that benefiting you?** Always continue to update their systeam to help with the calls sounding as clear as possible. ### 41. Our agency has had overall positive thoughts switching to Bridge. **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron S. | Agent/Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **What do you like best about Bridge Insure?** Call recording is a huge feature that we utilize for client records, along with the information at our fingertip for when calls were received/placed. The e-sign platform is very easy to use and I'm a big fan that it will download the files individually. **What do you dislike about Bridge Insure?** I'm not crazy about not being able to pick up the phone for a call regarding support - Meetings have to be filed, but I do understand why. It's definitely not a deal breaker. **What problems is Bridge Insure solving and how is that benefiting you?** Record keeping for E&O purposes with the way calls can be recorded, and the instant data of call information. ### 42. Professional and easy conversion **Rating:** 5.0/5.0 stars **Reviewed by:** Joe M. | CEO/Agency Principle, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **What do you like best about Bridge Insure?** They were very clear with expectations and product knowledge. The system does everything I need and has options to better monitor phone activity at my fingertips. **What do you dislike about Bridge Insure?** It would be great if there was an option to have a different ring for an internal call transfer verses a call coming in from outside the agency. **What problems is Bridge Insure solving and how is that benefiting you?** Clear knowledge of who is available for calls. Able to track calls and employee activities to better ulilize agency resources. They wrap up a lot of services together like e-sign and texting that I had to get through different providers. ### 43. Excellent for Beginners, Even Better for Large Teams **Rating:** 4.5/5.0 stars **Reviewed by:** Miles B. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **What do you like best about Bridge Insure?** Bridge is able to handle the complexity of our company and our requests to tailor make a system that works for us. **What do you dislike about Bridge Insure?** As someone who is not in IT but who handles most of the IT for our agency it can be tough to retrieve calls or determine a particular caller's path through our system to see where we can improve. **What problems is Bridge Insure solving and how is that benefiting you?** Bridge gave our agency digital fax, text messaging from our direct lines and agency lines, and more automatically included in our phone system. ### 44. Great way to verify conversations **Rating:** 5.0/5.0 stars **Reviewed by:** Brenda S. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Bridge Insure?** We use our recorded conversations as 'Proof of coverage changes'. Saves time in obtaining signatures just to make a change. & If we mis-place a note, we can listen to the conversation again **What do you dislike about Bridge Insure?** Soemtimes the calls recorded call doesn't show up & we have to CHAT to obtain it - Or they might take too long to show up. **What problems is Bridge Insure solving and how is that benefiting you?** Not having to have clients come into the office to obtain signatures for changes. Love the ease of E-sign. Saves up time ### 45. Bridge Review **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle L. | Office Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **What do you like best about Bridge Insure?** The user interface is intuitive and many trainings/tips are provided. Anytime I have a issue or feature I cant figure out on my own I use the chat option and a rep helps me get back on track fast. **What do you dislike about Bridge Insure?** The call recording feature can be slow but once the call is available for review its a simple process. **What problems is Bridge Insure solving and how is that benefiting you?** Bridge helps us work past communication barriers by offering call recording, many customization options, and quick customer services. ### 46. Review on Bridge **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **What do you like best about Bridge Insure?** The most helpful thing about Bridge is that whenever a problem arises, Bridge Tech Support is always fast at dealing with fixing tickets and are reliable to go to. Having the Bridge phone dialer app makes it a lot easier as well to transfer calls, to receive calls and leave voicemails. Everything is on the app itself. I can even see who is online or offline. **What do you dislike about Bridge Insure?** The least helpful thing about Bridge is that if I am an admin, I would like if I had access to change people's status if they are away from their desk or at lunch just so the receptionist is updated if they are at their desk or not especially if they work from home. **What problems is Bridge Insure solving and how is that benefiting you?** The problems that Bridge is solving is transferring calls in an easier and more efficent way. It benefits me because I can always see on people's statuses if they are available or not. ### 47. Current Bridge System Admin **Rating:** 4.5/5.0 stars **Reviewed by:** Jeremiah B. | Senior Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** June 14, 2024 **What do you like best about Bridge Insure?** The best thing that I like about Bridge is their customer support team is knowledgeable and quick to respond to tickets with any issues that come up, which aren't often. The system is intuitive and easy to navigate. **What do you dislike about Bridge Insure?** The new Dave dialer lacks functionality compared Bridge Dialer. **What problems is Bridge Insure solving and how is that benefiting you?** Bridge allows our many locations to communicate effectively and easily. That makes it easier for incoming calls to get to the right places. ### 48. a little overweliming for a one man agency **Rating:** 5.0/5.0 stars **Reviewed by:** Charles T. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **What do you like best about Bridge Insure?** The VOIP I can run my office from anywhere **What do you dislike about Bridge Insure?** CRM setup is difficult for me to handle and still run the office **What problems is Bridge Insure solving and how is that benefiting you?** allows me to be away from the office and quickly return if neccesary. However, If I chose I could leave the area for weeks at a time with light backup for mail issues etc without the public really being aware. We can handle anything that needs to be taken care of with light backup. This allows we to visit meetings etc as I chose. We have very little walk in traffic anymore and most of it, if any is from salesmen. ### 49. Recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Erin W. | CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Bridge Insure?** We've recieved great training on Bridge from their team, every question is answered and they are knowelgable in thieir products. They service you and your needs immediately. **What do you dislike about Bridge Insure?** Downside is we cannot view who has called the other offices, but we aren't sure that is an option and we also haven't asked, I think. **What problems is Bridge Insure solving and how is that benefiting you?** Any questions we have asked or needed, they are very responsive. ### 50. Bridge makes doing business easy! **Rating:** 5.0/5.0 stars **Reviewed by:** Stacy F. | Agent and Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **What do you like best about Bridge Insure?** The integration between Bridge and our AMS Managment System. The Customer Service is fantastic. There are many features that are easy to use and used daily. **What do you dislike about Bridge Insure?** Temporary outages of some programs can be frustrating, but are normally fixed quickly. **What problems is Bridge Insure solving and how is that benefiting you?** The integration makes it easy to keep records current. Calls are crisp and the recordings are complete. - [View Bridge Insure pricing details and edition comparison](https://www.g2.com/products/bridge-insure/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+12%3A43%3A36+-0500&secure%5Bsession_id%5D=a3dceccc-ee93-45cb-a20f-a7276acf1e4c&secure%5Btoken%5D=5a0dfc5ddd8b70b3b5c8ba7144e099ec16d961f868eed55a6a7db8a9a3dde91b&format=llm_user) ## Bridge Insure Integrations - [AgencyZoom](https://www.g2.com/products/vertafore-agencyzoom/reviews) - [AMS360](https://www.g2.com/products/ams360/reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) ## Bridge Insure Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Dashboards - Payment Processing - Email Integration - Task Management **Insurance Documentation** - Claims Management - Policy Management - Invoicing & Receipts - Electronic Signatures ## Top Bridge Insure Alternatives - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,552 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (683 reviews) - [AMS360](https://www.g2.com/products/ams360/reviews) - 4.3/5.0 (898 reviews)