bridge for
your organisation.
Broker pools, insurance companies and large advisory organisations have different requirements to solo advisors. bridge Business delivers the infrastructure, integrations and configuration options that decision-makers need — scalable, secure and tailored to your brand.
Appointment booking for your entire team.
While individual advisors have their own booking pages, bridge Business additionally enables shared team booking pages — for your pools, departments or regional units.
Incoming booking requests are automatically distributed evenly across available advisors — fair workload, no manual coordination required.
A single booking page for your team or department — clients book the next available advisor without needing to know who that will be. Individual booking pages per advisor remain available alongside this.
Appointment types and users can be combined freely: bridge supports n:n relationships — one appointment type can be assigned to multiple users and vice versa. Availability and distribution logic are configurable per team.
Full control. Full integration.
The bridge REST API enables bidirectional connectivity to your system landscape. All core objects — customers, appointments, documents, sessions, users and recordings — are fully accessible via the API.
bridge talks to your systems.
No more data silos. bridge connects bidirectionally with your existing system landscape — from data import to automatic document archiving.
Salesforce, HubSpot, Dynamics, and others
Automatic filing of protocols and signed documents
Synchronise advisory data in both directions
Custom compliance archiving integrable for Business clients
Pre-built connectors available for common systems — custom development on request.
bridge. Your brand. Everywhere.
Your clients see your brand — not bridge. From the first click on the booking page to the signed document, everything is aligned to your corporate identity. We are also happy to discuss individual process customisations.
Client-facing interfaces
Booking pages, advisory room, document dispatch and signature portal all appear in your corporate design.
Internal advisory interface
The bridge working interface for your advisors can also be tailored to your brand — logo, colours, domain.
Customised HelpDesk
Your advisors and administrators receive a support channel tailored to your organisation — your processes, your contacts, your branding.
Process customisation
Booking flows, advisory workflows and follow-up processes can be adapted together with Bridge ITS to fit your organisational requirements.
SSO, IAM and granular rights management.
Large organisations need more than simple user accounts. bridge Business integrates with your existing identity infrastructure and provides fine-grained access control.
Single Sign-On (SSO)
Users log in with their existing corporate accounts — no separate bridge password management required. SAML 2.0 and OIDC are supported. SSO redirects can also be controlled via the API.
IAM / IGA integration
bridge can be connected to your Identity & Access Management or Identity Governance infrastructure. User provisioning and role control via your existing IAM systems.
User & rights management
Who sees what — and who can do what. bridge Business supports hierarchical role models for organisations with multiple teams, regions or management levels.
Full access — users, teams, system configuration and organisation-wide reports.
Team overview, appointment distribution and team analytics — without access to system configuration.
Own appointments, clients and advisory sessions — without access to other users' data or organisation-wide reports.
Informed decisions. Based on real advisory data.
bridge Business gives you the data foundation to develop advisor teams purposefully, manage capacity and make advisory quality measurable — without manual data preparation.
Consultations conducted and average session duration — per advisor, team or time period.
Utilisation, appointment trends and usage behaviour at a glance — for team leads and management.
Set targets, track progress and develop advisors based on solid activity data.
Connect analytics data via the API to your existing reporting system or export directly.
bridge as a platform for your processes.
bridge is more than a finished product — it is an advisory platform on which you can build your own content, workflows and use cases. Bridge ITS supports you as a development partner.
Custom slides & toolboxes
Bespoke interactive slides, needs-analysis tools and decision aids — integrated directly in the bridge advisory room, aligned with your products and advisory processes.
Custom advisory flows
Structured advisory workflows that guide your advisors step by step through a consultation — with defined checkpoints, mandatory fields and automatic documentation.
Document templates & forms
Custom document and protocol templates that fit exactly to your internal standards — with conditional logic and integrated signature.
Custom integrations & features
Specific requirements that no standard product meets? Bridge ITS develops custom functionality, connectors and industry-specific solutions on request.
Contractual framework at enterprise level.
Regulated industries need reliable contractual foundations. bridge Business provides everything that compliance and IT officers need for a secure sign-off.
Data processing agreement (DPA)
GDPR-compliant DPA for all plans — the foundation of any lawful data processing relationship.
Individual SLAs
Defined service-level agreements for availability, response times and support — tailored to your requirements.
ISMS & ISO compliance
Bridge ITS operates an Information Security Management System (ISMS). For ISO 27001 requirements we are available for direct discussion.
Customised HelpDesk
Dedicated support channel with defined contacts, escalation paths and response times — adapted to your organisational structure.
Ready to configure bridge for your organisation?
Talk to us about your requirements. We will put together a tailored proposal.