Bridge Insure Features
What are the features of Bridge Insure?
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
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Bridge Insure Categories on G2
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Administration
Accounting | Tracking and reporting various financials This feature was mentioned in 49 Bridge Insure reviews. | 50% (Based on 49 reviews) | |
Contact Management | Based on 50 Bridge Insure reviews. Storing and organizing client contact information | 72% (Based on 50 reviews) | |
Commissions | Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal This feature was mentioned in 48 Bridge Insure reviews. | 44% (Based on 48 reviews) | |
Sales Tools | As reported in 46 Bridge Insure reviews. Organizing sales representatives' pipelines and tracking the sales process | 57% (Based on 46 reviews) | |
Reporting & Dashboards | Compiling visual representations of various types of data This feature was mentioned in 48 Bridge Insure reviews. | 65% (Based on 48 reviews) | |
Payment Processing | Processing credit card and bank payments This feature was mentioned in 43 Bridge Insure reviews. | 45% (Based on 43 reviews) | |
Email Integration | As reported in 47 Bridge Insure reviews. Accessing and sending emails via the platform | 60% (Based on 47 reviews) | |
Task Management | Based on 44 Bridge Insure reviews. Assigning tasks to employees in order to organize and track productivity | 52% (Based on 44 reviews) |
Insurance Documentation
Claims Management | Based on 45 Bridge Insure reviews. Organizing and processing customers' insurance claims | 42% (Based on 45 reviews) | |
Policy Management | Based on 45 Bridge Insure reviews. Maintaining policy and customer information | 54% (Based on 45 reviews) | |
Invoicing & Receipts | As reported in 43 Bridge Insure reviews. Creating and organizing insurance invoices and payment receipts | 39% (Based on 43 reviews) | |
Electronic Signatures | Sending electronic documents to clients to sign and return electronically 47 reviewers of Bridge Insure have provided feedback on this feature. | 82% (Based on 47 reviews) |
