Phone System CRM / Marketing Automation

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Bridge integrates VoIP, text, chat, and reporting for contemporary agency workflows.

What makes us unique?

Bridge is specifically designed for independent insurance agencies, viewing communication as a fundamental operational utility rather than merely a standalone tool. By integrating voice, messaging, and reporting into a single platform and embedding them directly into daily agency workflows, Bridge minimizes friction, enhances consistency, and guarantees that every customer interaction is recorded and actionable, providing agencies with the clarity and reliability necessary to serve clients efficiently and scale with confidence.

Features and Workflow

Bridge offers insurance agencies a unified communications and workflow platform that integrates voice, messaging, and automation into daily operations. With two-way API integration with HawkSoft, Bridge enables agencies to manage customer and prospect communications more efficiently while ensuring data consistency across systems.

  • Two-way API integration synchronizes customer data instantly while automatically logging all call activity and communications back to HawkSoft for total visibility.
  • Trigger hands-free marketing campaigns via email, text, or voice based on specific customer data or activity, eliminating manual follow-up.
  • Accommodate remote and in-office teams with a built-in phone system that works seamlessly across desk phones, headsets, and mobile apps.
  • Centralize your outreach by managing two-way texting, email, video calling, and internal chat from a single platform.
  • Capture incoming website leads instantly with live web chat that automatically directs conversations to the appropriate team member.
  • Manage both prospects and customers with CRM-style tools, supported by centralized reporting to track communication volume and team performance.

Data Ownership Policy

HawkSoft was provided the following statement from Bridge:

Bridge, operated by The Redcliffe Group, asserts that personal information collected through its services and applications belongs to the customer and the individuals whose data is uploaded or entered. The company collects, stores, and processes this data to operate the services, deliver contracted functionality, and communicate with users, but it does not sell personal information to third parties. Users and customers retain rights over their data, including access, correction, deletion, export, and the ability to object to specific processing, with deletion requests honored to the extent permitted by applicable law and service continuity requirements.

More information can be found in our Privacy Policy agreement.

HawkSoft has reviewed the resource(s) provided above by Bridge. HawkSoft finds that Bridge supports our general position that an independent insurance agency owns the data they produce.

This should not be interpreted as legal advice provided by HawkSoft. HawkSoft recommends that you carefully review the provided resource(s) from Bridge to make your own informed decisions for your business.