Bridge review for insurance agents: pricing, dialing and compliance
Bridge is a phone, texting, fax and eSign hub built for independent agencies. It logs activity into AMS360, Applied Epic, HawkSoft, AgencyZoom and several other agency systems.
The base plan covers phones and texting. Advanced Phone adds queues and a dialer for teams of 25 or more.
- Best for
- Independent agencies that want phone, text and agency system logging in one hub
- Type
- Insurance agency phone and texting hub, with a contact center add-on
- Price
- From $20 a user per month
- Dialing
- An auto dialer in marketing tools and a licensed dialer on Advanced Phone
- Texting
- Included, with pictures
- Recording
- Per user. Advanced Phone can store to your own cloud
- CRM connections
- AMS360, Applied Epic, HawkSoft, AgencyZoom, QQCatalyst, EZLynx and more
Our take
Bridge is for agencies whose main goal is getting every call and text into the agency system. Its list of agency system links is one of the longest here.
It isn't a list dialer for a small team. The dialer sits in Advanced Phone, which needs 25 users.
The contract is strict. Renewal is automatic for 12 months, and leaving early costs the full remaining balance.
Pros
- Logs to AMS360, Applied Epic, HawkSoft and AgencyZoom
- Fax and eSign in the same hub
- Every call signed for caller ID
- Advanced Phone can store recordings in your own cloud
- Monitor, whisper and barge on Advanced Phone
Cons
- 12-month automatic renewal with 90 days' notice
- Leaving early costs the remaining balance
- No Do Not Call scrub
- The dialer needs 25 users
- Full prices are quote only
Plans and pricing
- How it's priced
- Per user. Bridge advertises prices from $20 a user a month, and the rest is by quote
- What's in the base plan
- Phone, texting, chat, video, fax, eSign, marketing tools and agency system logging
- Add-ons
- Magellan AI coaching and Advanced Phone contact center, both quote only
- Minimums
- 20 users for custom plans, 25 for Advanced Phone
- Deposit
- One month for accounts under 5 licenses
Good to know before you buy
- Universal service, 911 and cost recovery fees apply to every number.
- Unlimited calling is capped by reasonable use at 3,000 outbound minutes a user.
- Volume discounts drop if seats fall below 70% of the estimate.
- Billing starts 30 days after signing or when numbers forward, whichever is first.
Dialing modes
| Mode | What it does | Lines per agent | Plan |
|---|---|---|---|
| Click to call | Dial from Bridge or a connected agency system | 1 | Bridge |
| Auto dialer | Part of the marketing tools | Bridge | |
| Advanced Dialer | Imports lists and runs campaigns with screen pops | Advanced Phone |
- Predictive controls
- Ask for the abandon setting before you dial predictively
- Reasonable use
- The terms treat auto-dialing as outside unlimited calling
Inbound calls and transfers
Advanced Phone adds contact center queues on top of the base phone system, with menus and supervisor tools.
- Routing
- Skill-based, priority and first in, first out
- Queues
- Unlimited, with callback, on Advanced Phone
- Phone menu
- On Advanced Phone, with option statistics
Phone numbers and spam labels
- Porting in
- By form to the onboarding team. Texting numbers move after texting approval
- Taking numbers with you
- Allowed, but porting away doesn't end what you owe
- Call signing (STIR/SHAKEN)
- Every call is signed
- Spam label monitoring
- Yours. Bridge doesn't mark or clear spam labels
- Branded caller ID
- Register yourself with Apple Business Connect and Google
Do Not Call, calling hours and consent
- National Do Not Call list
- No scrub. The terms put Do Not Call rules on you
- Your own do-not-call list
- Text block lists, agency-wide or per number
- Opt-outs
- Block a number from texting the whole agency or one line
Compliance stays in-house Under Bridge's terms, compliance, recording notice and indemnity all sit with the agency. Run your own scrub before any campaign.
Texting and registration
- Plans with texting
- Included, for agency and main lines
- Pictures
- Yes, including GIFs
- Carrier registration
- You file the 10DLC registration (US carrier registration for business texting) with Bridge's help
Call recording and Medicare
- Recording
- On or off per user. Advanced Phone can record every extension
- Recording notice
- Your responsibility
- Where it's stored
- Advanced Phone can save to Amazon S3, Google Drive, Dropbox or FTP
- Transcripts
- Call and video transcripts. AI summaries with Magellan
- After you cancel
- Kept 90 days unless you pay for storage
CMS's rule for the 2027 plan year asks Medicare agencies to keep six years of sales calls. Advanced Phone's storage options let you keep them in your own cloud. On the base plan, download them while the account is open.
CRM and agency system connections
| Connects to | Type | How | What moves |
|---|---|---|---|
| AMS360 | Agency system | Built in | Contacts in, screen pops, activity written back after calls |
| Applied Epic | Agency system | Built in | Contacts and policies in |
| HawkSoft | Agency system | Built in | Client and policy sync with screen pops |
| AgencyZoom | Agency CRM | Built in | Calls and texts from Bridge numbers. Texts update the lead |
| QQCatalyst | Agency system | Built in | Sync and export |
| Sagitta and ImageRight | Agency system | Built in | Calls, recordings and texts documented |
| WorkSmart | Agency system | Built in | One-click notes for calls, texts and faxes |
| EZLynx | Agency system | Built in | Export by email |
| Salesforce, HubSpot and Dynamics | CRM | Built in | Contacts, caller ID, call logs and recordings on Advanced Phone |
Custom plans add API access with a 20-user minimum.
Reporting and coaching
Reports
- Call history and search across all messages
- Queue and phone menu statistics on Advanced Phone
Coaching
- Monitor, whisper and barge on Advanced Phone
- AI coaching, summaries and sentiment with Magellan
Getting started
Request a demo and quote
Bridge sells by quote with a dedicated onboarding rep.
Register for texting
Texting numbers port only after approval.
Port your numbers
Send the port form to onboarding.
Connect your agency system
Set up the admin link to your agency management system.
Set up phones
Configure the network, softphones or desk phones. Onsite help is billed as travel.
Help center and dedicated onboarding.
Contract and canceling
- Term
- Set in the signed pricing document
- Renewal
- Automatic for 12 months at the then-current price
- Notice
- 90 days, in writing to accounting
- Leaving early
- The remaining contract balance at your highest user count
- Price increases
- 60 days' email notice
- Your data
- Kept 90 days after termination, then gone
Terms as of October 2026, from The Redcliffe Group's terms of service.
Bridge alternatives
- Lightspeed VoiceQuote onlyPhone system with AMS360, Epic and EZLynx logging
- IntulseFrom $26 to $42 an extension per month, 2-extension minimumPublished prices with AgencyBloc and NowCerts links
- Ooma OfficeFrom $19.95 a user per monthLow-cost phones with an AgencyZoom link
- RingCentralPer user, prices on its siteLarge phone system with an AMS360 partner
- AircallFrom $30 a user per month, billed yearly, 3-user minimumPhone system with a power dialer
See every option in insurance dialers.
Frequently asked questions
How much does Bridge cost?
Bridge advertises prices from $20 a user a month. The rest is by quote.
Does Bridge work with AMS360?
Yes. Contacts sync in, calls pop the client and activity writes back.
Can I cancel Bridge early?
Yes, with 90 days' notice and the remaining contract balance.
Does Bridge have a dialer?
Advanced Phone includes a licensed dialer with list campaigns, for 25 users or more.
How we researched this review. We based this review on the pricing, terms and product pages published by Bridge, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Bridge quit selling or a contract term that reads different now, let us know and send the link to the page where Bridge has it. Somebody here pulls up that page and checks it before we change anything on ours.