# BRIDGE

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

## At a glance

| Field | Value |
| --- | --- |
| Category | Customer Engagement |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | Lilburn, Georgia, USA |
| Founded | 2010 |
| Stage | Established |
| Employees | 11-50 |
| Funding | Bootstrapped |

## 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

## Category & focus

- Subcategories: Agency Communications, VoIP, Compliance Automation, eSignature
- Insurance verticals: P&C Personal, P&C Commercial
- Target customers: Agents/Agencies, Brokers

## Notable customers

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

## Links

- Website: <https://www.bridge.insure>
- Directory profile: <https://insurtechlist.com/companies/bridge/>
- Demo: <https://www.bridge.insure/resources/request-a-demo>
- About: <https://www.bridge.insure/resources/about>
- Support: <https://portal.bridge.insure>
- Platform: <https://www.bridge.insure/platform>
- Integrations: <https://www.bridge.insure/integrations>

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*Last updated: 2026\-04\-09*