What Bridge Insure does

Bridge Insure (legally operated by The Redcliffe Group, LLC, a Delaware LLC headquartered in Lilburn, Georgia) is a vertical SaaS provider of unified communications and VoIP technology purpose-built for independent U.S. insurance agencies and brokers. The platform consolidates phone, SMS/text messaging, chat, video, VoIP, fax, and electronic signature into a single hosted system, layered with insurance-specific compliance tools (call recording, TCPA/FCC/CTIA/TCR-aligned documentation, SOC 2 Type II certified infrastructure), marketing automation workflows (drip campaigns, list builder, power prospector), and reporting modules that integrate with leading agency management systems including Applied Epic, AMS360, QQ Catalyst, HawkSoft, Agency Zoom, ImageRight, and Agency Matrix. The product suite is delivered through the DAVE desktop softphone (Windows and Mac), the DaveGo mobile application (iOS/Android), and the Magellan web portal.

Bridge generates revenue primarily through per-seat monthly subscriptions starting at $30 per extension, supplemented by usage-based charges for SMS messages above an included allowance of 500 per paid extension per month, per-minute toll charges for PSTN calls, mandatory E911 service fees, and a Compliance and Administrative Cost Recovery Fee (CRF) applied to every assigned phone number. Optional professional services include onsite installation and training with separately billed travel expenses. The company operates on a sales-led direct distribution model with no self-service sign-up flow; prospects convert through "Request a Demo" and "Get a Quote" CTAs, supported by an interactive ROI calculator and a referral program paying $20 per qualified prospect and $100 per signed customer. The company claims a customer base of 1,000+ independent insurance agencies and brokers and is a member of the Vertafore Orange Partner Program, the PIA Tech Council, and the Applied Client Network. No external funding rounds, institutional investors, or revenue figures have been disclosed, and the company appears to be a privately held, bootstrapped operating entity.

Name

Bridge Insure

Legal name

The Redcliffe Group, LLC

Website

https://bridge.insure

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Bridge Insure is a vertical SaaS provider of unified VoIP, messaging, fax, e-sign, and compliance communications platform purpose-built for U.S. independent insurance agencies, delivered through desktop, mobile, and web clients with per-seat subscription pricing.

Ownership category

akta.pro rank

Product category

Insurance Agency Communications Software

NAICS

Agencies, Brokerages, and Other Insurance Related Activities (5242), Computer Systems Design Services (541512)

SIC

Services-Telephone Interconnect Systems (7385), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Customer Engagement, CRM & Agent/Broker Enablement Platforms (FSAGAGAD)

akta.pro secondary industry

Document, Workflow & Policy Servicing Automation (RPA/No-Code) (FSAGAGAK)

Keywords

• Insurance agency software
• VoIP communications platform
• Agency management integrations
• Compliance call recording
• Insurance marketing automation

Headquarters

HQ city

Lilburn

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Infrastructure, Personnel, Marketing or Sales, Operations

Revenue model

1. Subscription - Base Platform Fee: Monthly recurring subscription fee charged per user/seat (per extension). The Base Subscription Fee is charged monthly, quarterly, or annually depending on the pricing document. Customers using fewer than 5 licenses are required to post a one-month deposit.
2. SMS/Text Messaging Usage Charges: Usage-based charges for SMS/MMS messages. Customers receive 500 messages per paid extension per month included. Additional messages beyond the 10% threshold are billed at $0.008 per message. TCR campaign registration adds a one-time $50 fee plus $10/month per campaign.
3. Paid Services - Premium Features: Paid Services include additional features such as text message verification, bank payment verification, extra notifications, API integration, extra attachments, more users per team, and more templates — contrasted with free-tier Free Services.
4. Toll Charges (PSTN Calling): Per-minute toll charges for calls that originate or terminate in the Public Switched Telephone Network (PSTN), including toll-free numbers. Billed in one-minute increments. Unlimited calling plans apply to US/Canada calls only, with certain number types (mobile, premium rate) excluded.
5. E911 Service Fee: Monthly e911 service charge required for all customers, including reimbursement for state, county, and municipal e911 surcharges, ALI database storage, and LIDB/CNAM expenses.
6. Compliance and Administrative Cost Recovery Fee (CRF): Monthly fee applied to every phone number assigned, including toll-free and virtual numbers, to recover costs associated with legal/regulatory compliance, reporting, third-party telecom provider payments, and intellectual property protection.
7. Professional Services (Onsite Installation & Training): Optional onsite installation and/or training services available for purchase, with additional travel and expense (T&E) costs charged separately.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels9 records

Core offering

Bridge Insure provides a unified VoIP and communications SaaS platform purpose-built for independent insurance agencies and brokers, consolidating phone, SMS/text, chat, video, fax, e-signature, compliance documentation, and marketing automation into a single system. The platform is delivered through a desktop softphone (DAVE for Windows/Mac), a web portal (Magellan), and a mobile app (DaveGo), with deep integrations into insurance agency management systems such as Applied Epic, AMS360, HawkSoft, and Agency Zoom.

Product overview

Bridge Insure offers a unified platform-plus-modules architecture for insurance agencies. The core Bridge Platform integrates VoIP communications, compliance tools, and reporting. Key modules include: DAVE (desktop softphone for Windows/Mac) and DaveGo (mobile app) providing voice, text, chat, video, and voicemail; Magellan web portal for text, fax, e-signature, contacts, and call history; Marketing Automation with drip campaigns, list builder, and pipeline flow; Communications module combining phone/text/chat/video/VoIP; Compliance module with call recording and documentation; and E-Sign & Faxing for paperless agreements. The platform serves 1,000+ independent insurance agencies and brokers.

Differentiator

Problem solved

Functional benefit

Brands

• Dave: VoIP desktop softphone application for phone communications
• DaveGo
• Dave Mobile
• BlueDave
• Bridge Voice over IP system
• Magellan

Products and services

• Bridge Platform Unified communications and agency management platform that integrates phone, VoIP, text messaging, video chat, faxing, e-signature, compliance tools, marketing automation, and reporting into a single software solution for independent insurance agencies and brokers.
• DAVE Softphone (Desktop) Desktop VoIP softphone application for Windows (64-bit and 32-bit) and Mac OS that provides phone, text, chat, video, and voicemail functionality for insurance agents, with QR code login to the companion mobile app.
• DaveGo Mobile App Mobile softphone application for iOS and Android that lets insurance agents make and receive calls, scan QR codes for login, sync Google contacts, and access Bridge features while away from the desktop.
• Magellan Web Portal Web-based portal providing text messaging, fax services, e-signature, contacts management, call history, and voicemail access for Bridge platform users.
• Marketing Automation Insurance-tuned marketing automation suite including drip campaigns, list builder, power prospector, custom forms, pipeline flow management, and automated multi-channel campaigns across phone, text, video, and email with pre-set playbooks.
• Reporting & Analytics Analytics and reporting module providing call analytics, CSR activity reports, production summaries, campaign performance metrics, renewal reports, and multi-channel marketing insights integrated with agency management systems.
• Phone System Cloud-hosted phone system designed for insurance agents and brokers, providing automation, call analytics, and integration with the broader Bridge platform; an Advanced Phone tier targets enterprise-level agents and brokers with multi-site routing.
• Compliance Suite Insurance-specific compliance solution providing automatic documentation, call monitoring and recording, E&O exposure prevention, and adherence to TCPA, FCC, CTIA, and TCR regulatory requirements, backed by SOC 2 Type II certified infrastructure.
• E-Sign & Faxing Electronic signature and paperless fax solution integrated with agency management systems (e.g., AMS360), enabling automated document upload that saves approximately 3 minutes per e-sign transaction and an estimated $1,300+ annually per agency.

Quantifiable outcome

• 50% increase in sales and 30% rise in revenue for a Bridge customer (Connor Insurance Agency)
• +4 more outcomes

Named customers10 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

AI capability3 records

Feature8 records

Partnerships

Nine partnerships are on record, tiered core and flagship.

• Applied Epic (Applied Systems)coreTechnology or IntegrationBridge integrates with Applied Epic, one of the most widely used Agency Management Systems in the insurance industry. The integration enables seamless data synchronization between Bridge communications and Epic AMS, supporting workflows such as automatic contact creation, activity logging, and document attachment.
• AMS360 (Vertafore)coreTechnology or IntegrationBridge integrates with AMS360 from Vertafore. The case study with Insurance Brokers of Minnesota specifically highlights the AMS360 integration, where Bridge's e-sign documents are automatically uploaded to AMS360, saving 3 minutes per transaction and $1,300+ annually.
• QQ Catalyst (Vertafore)coreTechnology or IntegrationBridge integrates with QQ Catalyst, Vertafore's cloud-based agency management and CRM system for insurance agencies.
• HawkSoftcoreTechnology or IntegrationBridge integrates with HawkSoft agency management system, enabling bidirectional sync of customer data and communication records between Bridge and HawkSoft AMS.
• Agency ZoomcoreTechnology or IntegrationBridge integrates with Agency Zoom CRM. Connor Insurance Agency specifically uses Agency Zoom as its CRM and credits Bridge's integration with enhancing communication efficiency for both internal and client-facing interactions.
• Vertafore (Orange Partner Program)flagshipStrategic or Co-development PartnerBridge is a recognized member of the Vertafore Orange Partner Program, indicating a formal strategic partnership with Vertafore covering multiple product integrations (AMS360, QQ Catalyst). This partnership positions Bridge within Vertafore's certified partner ecosystem.
• PIA National (PIA Tech Council)coreGTM or Marketing PartnerBridge is a member of the PIA Tech Council (National Association of Professional Insurance Agents), giving Bridge visibility and endorsement within the PIA member agent network.
• Applied Client Network (Applied Net)coreStrategic or Co-development PartnerBridge is an Applied Net partner, indicating participation in the Applied Systems client network and integration with the Applied Epic platform.
• The Campaign Registry (TCR)coreTechnology or IntegrationBridge facilitates SMS campaign registration through The Campaign Registry (TCR), as required by the FCC for business/A2P text messaging. TCR registration is mandatory for Bridge customers sending SMS campaigns, with associated $50 one-time and $10/month fees. Bridge assists with submission but final approval decisions rest with wireless carriers.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• 8x8: 8x8 is a major cloud communications and contact-center provider. Like RingCentral, it competes with Bridge for communications budgets at insurance agencies and could add vertical features that erode Bridge's specialization premium.
• Dialpad: Dialpad is an AI-native UCaaS platform offering voice, messaging, and AI transcription/transcription-based analytics. Its AI-first messaging overlaps with Bridge's roadmap and it competes for the same communications and AI productivity budget at insurance agencies.
• Nextiva: Nextiva is a UCaaS provider competing for SMB and mid-market communications spend. With insurance agencies as a target vertical and competitive per-seat pricing, Nextiva is a horizontal incumbent threat to Bridge.
• Vonage (Ericsson): Vonage is a long-established cloud communications provider with UCaaS and contact-center offerings. It competes with Bridge in the VoIP/telephony layer across many verticals including insurance.
• RingCentral: RingCentral is a leading UCaaS/VoIP incumbent serving SMB and mid-market customers across verticals, including insurance. It competes with Bridge on phone, messaging, and contact-center capabilities and has the resources to build vertical-specific insurance templates.
• GoTo (LogMeIn): GoTo Connect is a UCaaS platform offering phone, meetings, and contact-center capabilities aimed at SMBs. It competes with Bridge on price-sensitive insurance agency communications budgets and could pursue the vertical with bundles.
• Vertafore (AMS360, QQ Catalyst): Vertafore is a major insurance technology incumbent offering AMS360 and QQ Catalyst. Bridge is a member of Vertafore's Orange Partner Program and integrates with both products; Vertafore is comparable as a broad incumbent whose own roadmap could encroach on Bridge's communications layer.
• Applied Systems (Applied Epic): Applied Systems is the largest AMS provider for independent insurance agencies with Applied Epic as its flagship. As Bridge's deepest AMS integration partner, Applied also competes indirectly by offering its own communications and workflow features; it is a broad incumbent that could expand into Bridge's niche.

Direct peers

• HawkSoft: HawkSoft is an insurance agency management system (AMS) for independent agencies that competes with Bridge's AMS-integrated communications and workflow automation. Both platforms target the same independent insurance agency buyer and overlap in CRM, communication capture, and policy workflow capabilities.
• Agency Zoom: Agency Zoom is an insurance-specific CRM and sales automation platform for P&C agencies. Bridge has a certified integration with Agency Zoom, and the two compete for the same agency's communications, pipeline, and renewal workflow budget.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/bridgeforagents
• LinkedInlinkedin.com/company/bridge-a-redcliffe-company

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bridge Insure