Guides
Step by step, with screens.
Each guide is short: what to tap, what you will see, and what Bridge does in between. The ones with a video play the same steps on a real iPhone.
Quoting
Quote a renewal PDFThe fastest path: the carrier's renewal letter in, a multi-carrier proposal out.
Start a New QuoteNo renewal letter, a prospect, or a group with no coverage today. Quote it from scratch.
Read your resultsWhat every number on the results screen means, and where it goes in the proposal.
Sending
Setting up
Forward a renewal by emailEvery account gets a private address. Forward the carrier's email to it and a draft with the proposal comes back to you.
Choose carriers and plan rulesLeave a carrier out, or change how plans are picked, for every quote you run.
Use Bridge on the webThe same account, the same quotes, in your browser.