From quote to renewal, every policyholder with their history.
Connect sales advice, claims service and policy renewals on company channels, with traceability over what is discussed with each customer.
Book a meetingTeams that manage their relationships with Bridge
The process
- 1
Quote and advice
LeadScout captures what the customer wants to protect and the advisor prepares the quote.
- Customer
- I want to insure my car and know whether the policy covers my kids when they drive it.
- LeadScout
- Recorded the vehicle, the drivers and the coverage of interest.
- Next step
- The advisor sends the quote with the coverage options.
- 2
Claim report
ServiceDesk records the report and the claims team continues with the context.
- Policyholder
- I had a minor crash this morning. Here are the photos.
- ServiceDesk
- Recorded the report with the photos and the vehicle details.
- Next step
- The claims team reviews the case and contacts the policyholder.
- 3
Renewal
The advisor reviews the year's conversations before proposing the renewal.
- Advisor
- Reviews the agreed coverage and this year's claim.
- Bridge AI
- Summarised the year's conversations with the policyholder.
- Next step
- The advisor proposes the renewal with coverage adjustments.
In the reports
- Which campaigns bring customers who buy a policy
- Quotes by stage and by advisor
- Claim reports and their follow-up
Industry questions
Who assesses a claim?
The insurer. Bridge records the report and keeps the conversation going; the assessment and decision belong to the claims team.
Can the advisor see what happened with the customer during the year?
Yes, according to the configured permissions, the advisor checks conversations, reports and agreements before proposing the renewal.
Other industries
- AutomotiveA lead from an ad that reaches the test drive and comes back for service.
- Real estate and constructionA buyer who spends months between visits, documents, signing and after-sales.
- Banking and financial servicesAn executive serving their client on the institution's channels.
- EducationAn applicant who arrives from a campaign and moves toward enrolment.
- HospitalityA booking inquiry that ends in a corporate event.
Let's talk about making every relationship more profitable.
Let's review your sales follow-up, your customers' experience and the productivity opportunities with Bridge.
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