Follow-up done in seconds.
Not hours.
After every consultation, bridge automatically generates a complete follow-up package — transcript, summary, action list and open items. Usage-based, with no surcharge on the base plan.
What you get after every consultation.
Session Transcript
The conversation is recorded during the consultation and automatically transcribed — fully traceable and documentable for the advisor.
Action List
Who does what by when? bridge extracts all agreed tasks with responsible persons and deadlines directly from the conversation.
Session Summary
A chronological summary of the consultation — clearly structured, approx. 20 seconds reading time. The advisor decides whether to share it with the client.
Open Items
Everything that is still unclear or requires follow-up is automatically highlighted — so nothing gets lost.
How AI Follow-up works.
Activate transcription
Start transcription in bridge at the beginning of your consultation. Your client confirms their consent — transparently and in compliance with data protection law.
Conduct the consultation
Advise as usual. bridge records and transcribes the conversation in the background in real time. No extra effort on your part.
Receive & review the follow-up
Immediately after the session, the complete follow-up package is ready. Review it and make any adjustments — you decide what, if anything, to share with your client.
−40% less post-session work.
Every consultation takes time — not just the conversation itself, but the hours that follow: typing notes, extracting action points. bridge takes care of all that. You review and adjust if needed. What you share with the client is entirely your decision.
- Automatic transcript in German, English and Czech
- Structured summary with ~20 sec. reading time
- Action list with responsible persons and deadlines
- List of all insurance topics discussed
- Hints on potential insurance gaps
- Direct editing — you decide what and whether to share anything
- Usage-based — only pay for what you use
Usage-based. No base fee.
AI Follow-up is included in Premium and Premium + DIN — billed per use. A positive credit balance is required. Terms available on request.
See pricingEverything you need for advisory.
Advisory Documentation
Structured session records — automatic, audit-proof, ready to send immediately.
Learn more →Interaction & Video
HD video, interactive slides and annotation tools directly in the browser.
Learn more →Appointment Booking
Clients book themselves — 24/7, with automatic confirmation and calendar sync.
Learn more →Less admin. More time for clients.
Try bridge free for 7 days — no credit card, no automatic renewal.