Bridger Insurance Agent, Admin & Underwriter Portal
Radity redesigned and developed Bridger Insurance’s portal, simplifying quoting, policy management, and administrative workflows. The solution enhances usability for agents, underwriters, and administrators while supporting scalability and efficient agency management.
Client
Bridger Insurance
Location
USA
Industry
Insurance
Services
Web Development
About the client
Bridger Insurance is a U.S. based MGA selling personal auto insurance products.
Project overview
Looking to expand rapidly across multiple states, the company needed a digital platform that could scale with them. The existing mix of tools, including Salesforce and other agency management software, were costly, fragmented, and not purpose-built for insurance workflows. Managing agents, licenses, and hierarchical agency structures had become inefficient and difficult to scale. The lack of granular role-based controls created challenges and limited license tracking and quote workflows.
Solutions
Bridger adopted Radity’s deeply customizable, white-labeled digital platform to streamline agent onboarding, license management, and quote-to-bind processes across its expanding distribution network. From the beginning of the relationship in 2019, Radity’s product and engineering teams supported the implementation and customization process, ensuring the platform aligned with Bridger’s agent workflows and internal operational structure.
The platform supports a multi-tiered agency hierarchy, allowing roles, permissions, and visibility that can be configured by partner, office, or storefront.
Key capabilities include:
- Distribution Management: Supports multi-tiered agency hierarchies, role-based access, and license visibility across partners, offices, and stores.
- Submission, Quote & Bind Experience: VIN-based intake, eligibility rules, step-by-step quote flow, and license-aware bind submission.
- Policy Document Generation & Delivery: Auto-generated policy documents and ID cards with branded output.
- Industry Integrations: API-enabled connectivity with Verisk, MVR, Socotra, VINtelligence.
Results & impact
Since adopting Radity’s platform, Bridger Insurance Services has significantly improved how it engages agents, manages onboarding, and processes new business.
Originally implemented in 2019, the platform has expanded over time to support multi-tier hierarchies with support from Radity’s implementation teams. With its scalable and extensive integration support, the new platform positions Bridger to expand across products and states.
They’ve delivered:
- Digitized quote-to-bind journeys with built-in license logic
- 360-degree view across distribution partners with agency hierarchies
- Over 95% straight-through processing for new business
- 30% faster quote-to-bind cycle time
Efficient Agency Management
Setting up and managing agencies, hierarchies, and user roles is now straightforward with Bridger’s redesigned portal. Administrators can create partners, offices, and stores, assign permissions, and adjust programs or commissions through an intuitive interface, simplifying operational oversight and improving management efficiency.
Quick and Simple Quote Processing
Requesting and completing quotes has been streamlined for both agents and policyholders. The portal guides users through each step, reducing friction and allowing quotes to be generated and converted into policies quickly, even for agents coming from comparative raters.
Comprehensive Policy Management
Managing policies, endorsements, and cancellations is easier than ever. The portal consolidates all policy transactions in one place, allowing users to review, track, and resolve issues efficiently while maintaining accuracy and visibility across all accounts.
Integration Partners
Other case studies
MOTER Underwriter Portal
Radity designed and developed an Underwriter Portal for MOTER, integrating it with Socotra Core and QuickBooks. Additionally, we eestablished the AWS Infrastructure and provided comprehensive DevOps services.
AXIS Smart Profitability Analysis Solution
The Radity team developed AXIS solution, which significantly simplifies the complexities of financial data management. The solution meets high standards of Axcent AG and is well-prepared for future expansion.
SEE HOW WE CAN HELP
