Stay connected with your insurance agent. Store your cards, explore special offers, sign documents, and receive important updates - accessible anytime, even offline.
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
Ratings & Reviews
This app hasn’t received enough ratings or reviews to display an overview.
We have added a new notification type in this update.
Hospital Indemnity
You can now receive notifications from your agent about Hospital Indemnity coverage. Tap the notification to open it in the app and read the full message. A Contact My Agent button is available so you can call, message, or email your agent directly from the notification with a single tap.
Version 1.6.6
The developer, ClientBridge LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
Contact Info
Identifiers
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Contact Info
User Content
Usage Data
Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
ClientBridge LLC
Size
38.4 MB
Category
Finance
Compatibility
Requires iOS 15.1 or later.
iPhone Requires iOS 15.1 or later.
iPad Requires iPadOS 15.1 or later.
iPod touch Requires iOS 15.1 or later.
Mac Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.