
Free
Rating summary
About
ClientBridge is a secure client portal that keeps you connected with your insurance agent year-round.
FEATURES
Agent Dashboard
View your agent's contact information along with their agency name and logo. Reach your agent instantly with a call, SMS, or email directly from the app.
Special Offers
Browse exclusive offers and deals shared directly by your insurance agent — all in one place.
Push Notifications
Receive important messages and updates sent directly from your insurance agent. Stay informed about your policy and more in real time.
Plan and Cards
View your Medicare plan information at a glance alongside your saved insurance cards. Securely scan and store new cards using your phone's camera. Our OCR technology automatically reads and saves your card details for easy access anytime, even offline.
In-App Help Guide
Tap the Help button anytime to access step-by-step guides with images and video walkthroughs covering every feature. Text size can be adjusted for easier reading, designed with our senior clients in mind.
Secure and Private
Your data is protected with biometric authentication including Face ID and Touch ID. All data is encrypted in transit and securely cached on your device for offline access.
GETTING STARTED
ClientBridge is available to clients of participating insurance agencies. Your agent will provide your login credentials to get started.
For support: support@getclientbridge.com
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What's New in ClientBridge
1.7.3
September 18, 2026
A new sign-in screen: your mobile number, then your PIN. • Forgot your PIN? Tap "Send me my PIN" and we'll text it — on most phones you can tap it straight in. • The 4-digit Magic PIN code from your welcome page no longer signs you in — use your mobile number + 4-digit Permanent PIN. • Clearer messages if something goes wrong while signing in. • Help in the app now walks you through signing in, step by step.
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