---
title: Bridge Insure Reviews
meta_title: 'Bridge Insure Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 83 reviews by the users' company size, role or industry to
  find out how Bridge Insure works for a business like yours.
aggregate_rating:
  rating_value: 4.6
  review_count: 83
  scale: '5'
date_modified: '2026-08-04'
parent_category:
  name: Insurance
  url: https://www.g2.com/categories/insurance
---

# 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&amp;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&#39;s compliance features provide peace of mind by automating regulatory adherence, thereby mitigating potential risks.



## Bridge Insure Pros & Cons
**What users like:**

- Users praise the **quick and helpful customer service** , enhancing their overall experience with Bridge Insure. (8 reviews)
- Users value the **quick and helpful customer support** of Bridge Insure, enhancing their overall service experience. (7 reviews)
- Users value the **exceptional staff support** at Bridge Insure, highlighting responsiveness and helpfulness in every interaction. (6 reviews)
- Users value the **ease of use** of Bridge Insure, appreciating its straightforward features and excellent support team. (5 reviews)
- Users praise the **easy access** to support and features, enhancing their overall experience with Bridge Insure. (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 software is **outdated in design** and lacks modern features compared to competitors. (2 reviews)
- Users experience **system instability** with Bridge Insure, leading to challenges when the system encounters downtime. (2 reviews)
- Users face **email attachment issues** with Bridge Insure, hindering seamless communication and document sharing. (1 reviews)
- Users note **feature issues** with Bridge Insure, citing eSign limitations and difficulties in retrieving specific call recordings. (1 reviews)
- Users find the **functionality limitations** of Bridge Insure frustrating, as integration options and overall capabilities lag behind competitors. (1 reviews)
- Integration Issues (1 reviews)
- Learning Curve (1 reviews)
- Workflow Inefficiency (1 reviews)

## Bridge Insure Reviews
  ### 1. The bridge that connects

**Rating:** 5.0/5.0 stars

**Reviewed by:** John C. | Vice President, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 13, 2024

**What do you like best about Bridge Insure?**

The connection to Hawksoft is superb. The ease of doing business and keeping everything in a concise location

**What do you dislike about Bridge Insure?**

The esignature needs to be interactive with Hawksoft. Also the ability to save text to hawksoft should be more streamlined

**What problems is Bridge Insure solving and how is that benefiting you?**

The ability to text is huge and fax directly from the computer screen.

  ### 2. Very happy with Bridge

**Rating:** 5.0/5.0 stars

**Reviewed by:** David F. | Principal, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 12, 2024

**What do you like best about Bridge Insure?**

We have been very pleased with Bridge.  We have had zero downtime and their customer service is extremely helpful and responsive when we've needed anything.

**What do you dislike about Bridge Insure?**

I would love for the Dave app to have text and fax integrated instead of having to go to the website

**What problems is Bridge Insure solving and how is that benefiting you?**

Love the integration with AMS360

  ### 3. Great tool for our agency

**Rating:** 5.0/5.0 stars

**Reviewed by:** Clinton  M. | Owner/President, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 12, 2024

**What do you like best about Bridge Insure?**

I really like the integration with our AMS and CRM.  I enjoy using the e-sign function as well.

**What do you dislike about Bridge Insure?**

Wish we could make changes to some settings like hours of operation on our end without support intervention.

**What problems is Bridge Insure solving and how is that benefiting you?**

communication with our clients. makes communicating with our clients much easier and more versatile.

  ### 4. We're still trying to get it to work with our agency management system

**Rating:** 3.5/5.0 stars

**Reviewed by:** Allison M. | Insurance Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 13, 2024

**What do you like best about Bridge Insure?**

hands free, text feature, esign feature, ability to record calls

**What do you dislike about Bridge Insure?**

Was told that it would work with our agency management system, but so far, we haven't been able to use that feature

**What problems is Bridge Insure solving and how is that benefiting you?**

Reduced cost since we can use eSign with Bridge.  We now have the ability to text clients.

  ### 5. organization helps streamline

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brandy B. | Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 12, 2024

**What do you like best about Bridge Insure?**

The text feature is great. I love to send attachments. The emojis help the tone of conversation.

**What do you dislike about Bridge Insure?**

The notes tab can be upgraded. I wish I could open an old note and make changes then starting a new one.

**What problems is Bridge Insure solving and how is that benefiting you?**

This gets us in contact with our clients in an organized way. It allows me and agent to see same thing when working with multople clients. E sign is great and pipeline keeps us in the know with who is working on what client.

  ### 6. Bridge is Simple and Easy to Use!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mario M. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 12, 2024

**What do you like best about Bridge Insure?**

I always appreciate the responsiveness of all account reps anytime you need anything!

**What do you dislike about Bridge Insure?**

The phone service cuts out sometimes, but is consistent most of the time.

**What problems is Bridge Insure solving and how is that benefiting you?**

Bridge makes it easy to get back to customers and a timely manner. I love using their texting app!

  ### 7. Bridge has been great for us over the past 2 years.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tanner J. | Agency Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 12, 2024

**What do you like best about Bridge Insure?**

Great customer service if you ever need them

**What do you dislike about Bridge Insure?**

I was not a huge fan of the Dave update when it was first released.

**What problems is Bridge Insure solving and how is that benefiting you?**

We never had a VOIP before Bridge.  Bridge has helped us step up our customer service in a great way.

  ### 8. Versatile but needs some more work

**Rating:** 3.5/5.0 stars

**Reviewed by:** John M. | Insurance Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 12, 2024

**What do you like best about Bridge Insure?**

Having access to calls, and the ability to see call activity for my team.

**What do you dislike about Bridge Insure?**

The thing that is the most bothersom is:  If a call is transfered to you, only the person that picked up the call initialy can download the call in the self serve portal.  Using this every day, people should have access to all the calls they were in.

**What problems is Bridge Insure solving and how is that benefiting you?**

It makes remote work possible, and allows for insurance changes to be done with client recording easily.

  ### 9. Very happy with Bridge

**Rating:** 5.0/5.0 stars

**Reviewed by:** Angie J. | Agency owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 12, 2024

**What do you like best about Bridge Insure?**

I like being able to see call history and listen to conversations. Also i appreciate being able to change my phone message when the office is closed.

**What do you dislike about Bridge Insure?**

I wish we were able to do more with the app.

**What problems is Bridge Insure solving and how is that benefiting you?**

telephone system

  ### 10. Good but could be GREAT

**Rating:** 3.5/5.0 stars

**Reviewed by:** Marrissa W. | Office Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 12, 2024

**What do you like best about Bridge Insure?**

It is an all in one phone option, we text, call, fax all from one system. Integrates with our AMS

**What do you dislike about Bridge Insure?**

To many bugs, no training for upgrades and help is limited.

**What problems is Bridge Insure solving and how is that benefiting you?**

All in one system, esigns, faxes, all of it.

  ### 11. Super Effiecient

**Rating:** 4.5/5.0 stars

**Reviewed by:** Maria F. | Customer Service Representative, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 12, 2024

**What do you like best about Bridge Insure?**

I like Bridge because it is really easy to navigate.

**What do you dislike about Bridge Insure?**

What I dislike about Bridge it sometimes doesn't show changes that were made so you have to refresh the page.

**What problems is Bridge Insure solving and how is that benefiting you?**

It is helping me solve communicating with clients.

  ### 12. Very convenient and has all the functions for the workplace

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jin P. | Client Associate, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 12, 2024

**What do you like best about Bridge Insure?**

Automated sales campaigns, E-signatures, and ability to send faxes and save phone recordings.

**What do you dislike about Bridge Insure?**

Certain features can be hard to approach

**What problems is Bridge Insure solving and how is that benefiting you?**

Texting customers and ability to record phone calls. E-signatures is a plus.

  ### 13. The system overall is a good system and the support is wonderful!

**Rating:** 4.0/5.0 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 support of their team and the call quality.

**What do you dislike about Bridge Insure?**

The bugs and issues with the system that come about with no immediate resolution.

**What problems is Bridge Insure solving and how is that benefiting you?**

The ability to call record, monitor quality of team members, and monitor accuracy of information provided to clients. It's also very helpful in getting inbound calls redirected to the appropriate number/department and allows us to easily transfer calls amongst team members sitting in different locations.

  ### 14. easy to use

**Rating:** 3.5/5.0 stars

**Reviewed by:** Tesha C. | Owner/Insurance Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 13, 2024

**What do you like best about Bridge Insure?**

the use of texting, faxing, and esign. this is pretty much what I use

**What do you dislike about Bridge Insure?**

nothing yet, havent got to use most of the features

**What problems is Bridge Insure solving and how is that benefiting you?**

havent had to experience any

  ### 15. Bridge User Review 2024

**Rating:** 4.0/5.0 stars

**Reviewed by:** Masi S. | Owner/Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 12, 2024

**What do you like best about Bridge Insure?**

Texting, faxing, and DocuSign capabilities.

**What do you dislike about Bridge Insure?**

The text messages do not get sent to my email.

**What problems is Bridge Insure solving and how is that benefiting you?**

Faxes are all in one place.  Clients can text our business phone number.

  ### 16. glitchy at time but overall good concept

**Rating:** 4.0/5.0 stars

**Reviewed by:** Joseph C. | Agency Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 12, 2024

**What do you like best about Bridge Insure?**

overall management good concept. Like the managing of clients

**What do you dislike about Bridge Insure?**

wish it was smoother in mobile app, glitchy on all platforms but overall good concept

**What problems is Bridge Insure solving and how is that benefiting you?**

Overall management of clients

  ### 17. Wonderful Expierence

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ethan W. | Account Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 12, 2024

**What do you like best about Bridge Insure?**

Personally, my favorite thing is the recorded calls. I love being able to go back and have the ease of call recording and pull these phone conversations.

**What do you dislike about Bridge Insure?**

I think that the software could be a bit more user friendly.

**What problems is Bridge Insure solving and how is that benefiting you?**

Biggest issue is communications between client - agents. Primarily the texting has been a huge step in the right direction making things very simplistic.

  ### 18. Good product good support but lacking features

**Rating:** 3.5/5.0 stars

**Reviewed by:** Tony W. | Insurance Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 12, 2024

**What do you like best about Bridge Insure?**

Good phone system.  Good Customer Support

**What do you dislike about Bridge Insure?**

Bridge software for esigning and integrating with our CMS is weak

**What problems is Bridge Insure solving and how is that benefiting you?**

They are not solving anything to my knowledge.

  ### 19. Been with Bridge for 4 years

**Rating:** 4.0/5.0 stars

**Reviewed by:** Brandon  A. | Office Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 13, 2024

**What do you like best about Bridge Insure?**

Since switching to DAVE the quality of the system has been much improved!  Having ability to call, text, and fax in one application is a must for us.

**What do you dislike about Bridge Insure?**

Not being able to text from the mobile app, and some interactions with support have been tough to get my issue solved.

**What problems is Bridge Insure solving and how is that benefiting you?**

It integrates with our AMS which allows for easier record tracking.

  ### 20. Bridge review

**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?**

LOVE the texting feature and how it is specific to the individual direct line. Make things very easy.

**What do you dislike about Bridge Insure?**

Our phone connection seems to be very fuzzy at times and we use to get disconnected frequently in the middle of calls

**What problems is Bridge Insure solving and how is that benefiting you?**

Setting up agency voicemail out of office messages and showing us who is calling.

  ### 21. Customer Service Superb!

**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?**

I love that the reps are so helpful, kind and patient when I have an issue. They even follow up to make sure all is continuing to go well.

**What do you dislike about Bridge Insure?**

I have yet to experience any dislikes. I don't I will.

**What problems is Bridge Insure solving and how is that benefiting you?**

Connection and how to better connect with clients using apps

  ### 22. Great tool box with all the essentials

**Rating:** 5.0/5.0 stars

**Reviewed by:** Aaron V. | broker, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 12, 2024

**What do you like best about Bridge Insure?**

I love that this one tech deck includes calls, texts, web chat, fax, e-sign, and automated drip campaigns plus more. The team is constantly working to improve bugs and implement suggestions.

**What do you dislike about Bridge Insure?**

The mobile app no longer supports text messages

**What problems is Bridge Insure solving and how is that benefiting you?**

Bridge helps me stay organized and efficient

  ### 23. Comprehensive voip combined with text, esign and more features

**Rating:** 5.0/5.0 stars

**Reviewed by:** Christy J. | Admin, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 13, 2024

**What do you like best about Bridge Insure?**

Integration with AMS360, plus the ability to text, and do e-signatures

**What do you dislike about Bridge Insure?**

Syncing new customers from AMS360 is sometimes delayed.

**What problems is Bridge Insure solving and how is that benefiting you?**

Integrated phone system including texting. E-signature. Bridge does more - but these are things that we use the most.

  ### 24. Exceptional VoIP Solution and Outstanding Service

**Rating:** 4.5/5.0 stars

**Reviewed by:** Oliver C. | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 21, 2023

**What do you like best about Bridge Insure?**

If you're a small business owner like me searching for a reliable, innovative, high-performing voice-over IP system, look no further than Bridge. We've been proud clients for years, and I can't overstate how much value their service has added to our business operations.

What makes Bridge stand out in the saturated market of tech solutions? It's their unfaltering dedication to enabling both small and large businesses to compete effectively. They're driving change in the VoIP industry, always pushing the boundaries of technology and integration, ensuring we have the tools to excel in our service delivery.

The Bridge system handles all our communication needs, both in-house and for client interactions, with impressive efficiency. Their top-notch integrations have streamlined our workflows, increasing our productivity significantly.

But what sets Bridge apart is its responsiveness to client feedback. If you need any adjustments or have suggestions, the Bridge team listens and acts swiftly. The implementation speed of their solutions is, frankly, astounding.

Remember, technology is only as good as the people behind it, and the team at Bridge is truly one of a kind. They're the backbone of this excellent system, and their drive for excellence is reflected in the quality of their product.

So, suppose you're seeking a tech solution that goes beyond the norm and provides extraordinary service with the added advantage of a supportive and innovative team. In that case, I cannot recommend Bridge highly enough. With them, your business potential knows no bounds.

I highly recommend to all business owners out there!

**What do you dislike about Bridge Insure?**

While Bridge's Voice-over-IP (VoIP) system undoubtedly offers many benefits, some complexities may challenge certain users, especially those who prefer a straightforward, plug-and-play setup.

The highly customizable nature of the Bridge system, which is typically a strength, can become daunting for some users. The range of programmable settings and integrations designed to accommodate unique business operations can initially seem overwhelming. Misunderstanding or misuse of these extensive features might lead to the perception of system errors when, in fact, these are largely user errors.

If there's any critique to be made about Bridge, its powerful capabilities require a certain level of dedication to manage effectively. As with any robust tool, it requires time to fully understand its intricacies and maximize its utility. In this regard, the Bridge system demands the same level of attention and care as you would give to a team member.

However, this is less of a flaw and more of a call to action for users. With its impressive programmability and versatile operations, Bridge VoIP is a game-changer for businesses ready to invest the time and effort required to unlock its full potential. If you're prepared to do so, the rewards can be transformative for your business communication needs.

**What problems is Bridge Insure solving and how is that benefiting you?**

In our fast-paced, independent insurance agency, maintaining seamless communication is paramount. With Bridge, we've found our ultimate solution, offering us the tools to streamline our communications effectively. 

Bridge's most valuable attribute is consolidating most of our communications in one platform. Whether we're communicating with team members or connecting with clients, Bridge's dependable service ensures that our messages are delivered promptly and accurately. 

Our agency operates on a hybrid work model, with team members often oscillating between office and remote work. Bridge plays an instrumental role in this flexible arrangement. Regardless of location, we communicate consistently via Bridge's chat services, fostering team cohesion and maintaining workflow continuity. 

Bridge also allows us to engage with our clients seamlessly. The system hosts both text and voice calls, all of which can be monitored and appropriately directed. This enables us to provide efficient and personalized services to our clients, enhancing their experience with our agency. 

Adding to the long list of benefits, Bridge also supports fax services, providing a comprehensive communication solution for our agency. What sets Bridge apart, however, is its exceptional integration with our agency management system, creating an incredibly efficient and smooth-running operation. 

Bridge has significantly elevated our communication capabilities, resulting in more efficient processes, greater team unity, and superior client service. We couldn't ask for a more effective solution as an insurance agency.

  ### 25. Bridge Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rick R. | President, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 13, 2024

**What do you like best about Bridge Insure?**

Tech support is helpful they have created a simple to use platform

**What do you dislike about Bridge Insure?**

E-Signature function doesn't compare to that of docusign or formstack.  I wish they improved this feature.

**What problems is Bridge Insure solving and how is that benefiting you?**

It integrates with our management software.

  ### 26. Bridge System

**Rating:** 4.5/5.0 stars

**Reviewed by:** Luke P. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 12, 2024

**What do you like best about Bridge Insure?**

Bridge is a great tool for our agency to communicate with our clients via phone, text, chat, etc.

**What do you dislike about Bridge Insure?**

Glitches that occur in chat and the mobile app needs updating

**What problems is Bridge Insure solving and how is that benefiting you?**

Phone, text, esign, and chatting

  ### 27. Great Service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kyle F. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 12, 2024

**What do you like best about Bridge Insure?**

Great phone system, slick interface and easy to learn.

**What do you dislike about Bridge Insure?**

everything has been great.  not sure I like auto start...should have to opt ineach day.

**What problems is Bridge Insure solving and how is that benefiting you?**

needed an easu tp o[erate phone system

  ### 28. good product

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jack O. | ceo, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 12, 2024

**What do you like best about Bridge Insure?**

i do like the online soft phone it is very convieniet

**What do you dislike about Bridge Insure?**

well the down sides is that is does not intergragte with my agency management system

**What problems is Bridge Insure solving and how is that benefiting you?**

none that i know of

  ### 29. Okay VOIP platform, app could use updating.

**Rating:** 4.0/5.0 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?**

Texting, faxing, call logs, and voicemail are all in one place. We've done demos with other VOIP providers and Bridge is the easiest.

**What do you dislike about Bridge Insure?**

The mobile app needs work, and we occasionally have issues with visual voicemail.  Communication is not always great in regards to updates and changes.

**What problems is Bridge Insure solving and how is that benefiting you?**

We can use all features anywhere, call recording is great when it works.

  ### 30. Bridge Review 2024

**Rating:** 4.5/5.0 stars

**Reviewed by:** Christina B. | Sales, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 05, 2023

**What do you like best about Bridge Insure?**

Bridge has positively changed the work flow of our agency.  Bridge saved our office during COVID and has been instrumental in our expansion and growth.  The customer service is exceptional. Help with a real person is only ever a phone call away.

Fav features:
Integrates with rocket referrals
Office level texting with ability to assign to a person
Office level faxing with ability to assign to a person
Assigning a VM and marking handled
Proposals
Pipeline
Video
Chat Macros

**What do you dislike about Bridge Insure?**

I don' t have any dislikes, just software improvement ideas.

Suggestion box:

Better Hawksoft integration and PL rater integration. I want more automation.  Insta logs. Drop in drag. Etc

Voice recorder needs its own category like the old version.  With ability to assign, and mark complete.  Our agency uses on demand voice recordings to verify changes, and current version is clunky.

Chat feature.  We need an improved in office chat feature solution.  The current version uses alerts. But then I get a million notifications a day.  We had to turn off. I want chat to be like Google.    I wish you could just add google chat to your software. Like an API or something.  Use your magic. https://workspace.google.com/products/chat/


Proposals need improved.  We need to be able to send to more than one party. We need a copy cc'd to agent. I desperately need to document our quotes in Hawksoft. We need to be able to send more than one proposal to prospect. First the quote, second the bound application.

Wish video proposal had a highlighter pointer and ability to take notes.

I wish you integrated with a calendar and had a booking link.  I want my co-workers to take a call, look at my schedule and book an appt on my behalf. Then have bookings send the text reminders and email confirmation.

**What problems is Bridge Insure solving and how is that benefiting you?**

Bridges solves our multi office and remote communication issues with internal chat, fax, vm and text assignments and advanced kpi's.

  ### 31. Bridge is Great for Insurance Agents

**Rating:** 4.5/5.0 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 fact that Bridge has so many features. E-sign, phone calls, texting, fac, chat, etc... so many features in one place.

**What do you dislike about Bridge Insure?**

The e-sign errors out sometimes and freezes. Sometimes calls don't record, which is frustrating if you need it

**What problems is Bridge Insure solving and how is that benefiting you?**

Texting and being able to send electronic signatures.

  ### 32. easy to use - tons of features

**Rating:** 4.5/5.0 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?**

Chat with employees while working remote

**What do you dislike about Bridge Insure?**

The app for smart phones doesn't work, so can't chat or use other features, text messages etc

**What problems is Bridge Insure solving and how is that benefiting you?**

Ability to text customers, fax from desk top

  ### 33. Bridge Experience

**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?**

Num,ber of featutres. Ease of use. Ease of integration

**What do you dislike about Bridge Insure?**

Frequency of use as far as dependability

**What problems is Bridge Insure solving and how is that benefiting you?**

Intergration and activity log



- [View Bridge Insure pricing details and edition comparison](https://www.g2.com/products/bridge-insure/reviews?page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-05+16%3A00%3A51+-0500&secure%5Bsession_id%5D=3d630575-5b9d-4e4f-a57b-f93705e0f2e5&secure%5Btoken%5D=6fda66b839d8981b44093e572cb6eb2ac04b9846c6d269edf62bf8bb1ac39dfd&format=llm_user)

## Bridge Insure Features
**Administration**
- Accounting
- Contact Management
- Commissions
- Sales Tools
- Reporting & Dashboards
- Payment Processing
- Email Integration
- Task Management
- Third-Party Integrations
- Accounting Integration
- Alerts/Notifications
- Calendar Management
- Pipeline Management
- Commission Management
- Email Management
- User Management
- Forms Management
- Invoice Management
- Workflow Management
- Document Management

**Insurance Documentation**
- Claims Management
- Policy Management
- Invoicing & Receipts
- Electronic Signatures
- Client Management
- Lead Management

****
- Client Portal
- Access Controls/Permissions
- AI Copilot
- Audit Trail
- Search/Filter
- Commission Calculations
- Insurance Rating
- Activity Tracking
- API
- Customizable Templates
- Customizable Branding
- Document Storage
- Property & Casualty
- Configurable Workflow
- Life & Health
- Monitoring
- Status Tracking
- Customizable Forms
- Generative AI
- Document Templates
- Self Service Portal
- Reminders
- Customizable Reports
- SSL Security
- Customizable Fields
- Referral Tracking
- Quotes/Estimates
- Risk Assessment
- Email Marketing

## Top Bridge Insure Alternatives
  - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,774 reviews)
  - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (708 reviews)
  - [AMS360](https://www.g2.com/products/ams360/reviews) - 4.3/5.0 (955 reviews)

