ClientBridge is a secure insurance client portal that keeps you connected with your insurance agent year-round. Manage your insurance cards, explore special offers, sign documents, and stay informed - all in one place, even offline.

FEATURES

Agent Dashboard
View your assigned agent's contact information including their name, photo, agency name, and agency logo. Reach your agent instantly with a single tap to call, send an SMS, or email them directly from the app.

Special Offers
Browse exclusive offers and deals shared directly by your insurance agent. Stay informed about opportunities available to you as a valued client.

Push Notifications
Receive important messages and updates sent directly from your insurance agent. Stay informed about your policy and any changes in real time.

Insurance Cards
Securely scan and store your insurance cards using your phone's camera. Our built-in OCR technology automatically reads and extracts your card details — including Medicare, Humana, and more — and saves them for easy access anytime. Review and edit the extracted fields before saving.

Offline Access
Your agent information and saved insurance cards are securely cached on your device so you can access them anytime even without an internet connection.

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 fingerprint and face unlock. All data is encrypted in transit using industry-standard HTTPS. We never use your data for advertising or share it with third parties.

GETTING STARTED

ClientBridge is available exclusively to clients of participating insurance agencies. Your insurance agent will provide you with your login credentials to get started. No registration is required.

For support contact us at support@getclientbridge.com