About

Since 1996, The Kotter Group has empowered independent P&C insurance agents through technology, helping them build relationships, sell more policies and retain more clients. Over 10,000 agents use The Kotter Group’s services, with more joining every day.

We believe that relationships matter, that people want to connect on a personal level, and that communicating effectively with the individual (in the way he/she prefers) is the right thing to do because people are important. This is the case not just in our communications with our clients but also with our employees and everyone around us. That’s why we created Bridge.

With Bridge, we bring together in one place a whole range of easy-to-use tools to allow people to connect and build relationships in the ways they prefer. Imagine taking the best communication apps available and combining them all in one single app. Text your clients from your business phone number. Chat with co-workers. Then save it all into your management system.

We believe that technology should make life better, yet far too often we waste our time trying to make fancy tools serve us. In reality, we lose more time than we save. The Kotter Group was founded over twenty years ago on the idea of helping insurance agents get back into the customer-relationship business and out of the technology business. As our CEO, Adam Kotter, says, “I get it. I’ve been there. As a former licensed agent and agency owner myself, I understand your pain. We have designed tools specifically to help you be the agent you want to be.” The Kotter Group is here for you.

The Kotter Group's communication suite, Bridge, helps independent P&C insurance agencies bring all of their communications into one place so they are easier to document and save into the agency's management system.

Bridge helps agencies increase sales by differentiating themselves from the competition. With Bridge, agents can reach out in the ways their clients and prospects prefer, including text, video calls, Facebook Messenger, chat, and screen share. Now that’s real service.

Bridge helps agencies boost productivity by funneling documentation from all of their communications (voice, text, chat, video, social, file share, etc.) straight into their management system.

Bridge dramatically reduces errors and omissions risks for agencies. Agency owners can increase productivity and mitigate E&O exposure by knowing exactly what is going on in their agency. Using Bridge, they can easily supervise and train employees, too.

Bridge is a cloud-based app that replaces an agency's current phone system and provides a suite of other communication and management tools. With Bridge, any endpoint can function as a phone: a hard phone on the desk, a headset, a cell phone, a tablet, a webcam, or any PC with a speaker/microphone or earbuds/microphone. All that is needed is an Internet-connected device.

Using VOIP technology, agencies can reduce costs and take advantage of the communication channels their insureds prefer. The Kotter Group believes in keeping it simple. Bridge takes only minutes to set up. Agents can keep their existing numbers and rest easy knowing help is available any time.

Bridge includes the following features: inter-agency chatting, text messaging (SMS and MMS), Facebook Messenger integration and documentation, screen capture, cloud storage, sending large encrypted files, receiving large encrypted files, file sharing, exporting to management system, employee training tools, simplified conference calling, time clock with screenshots, screen share, video calling, automated messaging / broadcasting of emails, voice messages, and text messages, employee monitoring tools, faxing, and high-end VOIP phone system features.

Bridge was created by agents for agents. For a low monthly fee, independent insurance agents can harness the power of modern communications to grow their agencies.