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BRIDGE

The all-in-one communications and compliance platform built exclusively for independent insurance agencies and brokers.

Customer Engagement Established Bootstrapped
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Overview

BRIDGE is a unified communications and compliance platform purpose-built for independent insurance agencies and brokers. A division of The Redcliffe Group LLC, Bridge consolidates phone (VoIP), SMS/text, live chat, video, fax, and eSignature into a single interface integrated with leading agency management systems (AMS) and CRM platforms.

Founded in 2010 and headquartered in Lilburn, Georgia, Bridge serves 1,000+ independent agencies and brokers across the United States. The platform automates compliance documentation across regulatory frameworks (E&O, PCI, FCC, TCPA, CTIA, TCR), reducing the administrative burden on agency staff while providing a complete audit trail of all client communications.

Bridge is led by CEO Winston Smith (CPCU, API, MBA NYU Stern), a former carrier executive with roles at Liberty Mutual, Safeco, and AIG. The company differentiates itself through insurance-specific design, deep AMS integrations, and a focus on compliance automation -- helping agencies consolidate their communications stack and reduce software costs by up to 90%.

Products & Services

Communications Platform

An omnichannel hub that unifies phone, SMS, live chat, video conferencing, screen sharing, and fax in a single interface. Syncs with AMS and CRM platforms to automatically log all interactions against client records.

Key Features

  • Unified inbox for all communication channels
  • Automatic documentation and archiving of all client interactions
  • Screen pop showing client policy data on inbound calls
  • Call recording and reporting

Target Users: Independent insurance agents, CSRs, agency managers

VoIP Phone System

Cloud-based phone system designed specifically for insurance agencies, featuring CSR and call reports, desktop softphone, and deep AMS integration. An Advanced Phone tier serves larger agencies and brokers with enterprise-grade capabilities.

Key Features

  • Industry-specific call routing and automation
  • CSR performance and call volume reporting
  • Integration with Applied Epic, AMS360, QQCatalyst, HawkSoft, and others
  • Desktop softphone application

Target Users: Independent agencies and regional brokers

Compliance Management

Automates regulatory compliance documentation across E&O, PCI, FCC, TCPA, CTIA, and TCR standards. All communications are automatically transcribed, archived, and exportable for audits.

Key Features

  • Automatic transcription and logging of all channels
  • Compliance exports (reported to increase exports by up to 20x)
  • TCPA/CTIA-compliant text messaging
  • Audit trail for all client interactions

Target Users: Agency owners, compliance officers

eSign and Faxing

Electronic signature and online faxing integrated into the platform, enabling paperless document workflows without switching between tools.

Key Features

  • Electronic signature collection
  • Online faxing from within the platform
  • Secure document sharing
  • Time savings reported at 3 minutes per eSign contact upload

Target Users: Agency staff, account managers

At a Glance

Founded
2010
Headquarters
Lilburn, Georgia, USA
Employees
11-50
Funding
Bootstrapped

Category & Focus

Category
Customer Engagement
Subcategories
Agency Communications VoIP Compliance Automation eSignature
Insurance Verticals
P&C Personal P&C Commercial
Target Customers
Agents/Agencies, Brokers

Customers

  • Connor Insurance Agency
  • Insurance Brokers of Minnesota
  • Marshall and Sterling
  • Howard Hanna
  • R&R Insurance
  • VW Brown
  • Starkweather and Shepley

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Last updated: 2026-04-09