ClientBridge

ClientBridge

by ClientBridge LLC

0 ratings
Free

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Details

  • Released
  • Updated
  • March 24, 2026
  • July 25, 2026

Features

ClientBridge screenshot #1 for iPhone
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ClientBridge screenshot #4 for iPhone
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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

1.6.8

July 25, 2026

We have made several improvements to the app in this update. Plan and Cards Your plan card now shows a quick summary including your plan details, premium, and payment information at a glance without needing to open it fully. Document Signing Signing your Scope of Appointment and Consent forms is now simpler. Tap the single button to open and read the document, then sign it from the same screen. The Sign button is always visible at the bottom so you never have to scroll to find it.

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