Access by invitation
Your entire insurance operation, in one place.
Bridg is the platform to manage clients, insured members and policies for life, funeral and medical expense insurance — with a portal where your clients view, download and request without depending on your team.
Policy No.
GMM-2041
Bridg
- Client
- Grupo Atlas S.A.
- Line
- Group medical
- Insured members
- 48
- Carrier
- Metlife
- Term
- 2026 — 2027
Generated by
app.bridg.mx
Two products, one platform
№ 01Your back office and your clients work on the same data — no lost emails, no spreadsheets.
For your team
Admin platform
Manage clients, their insured members and their policies, connected through plan contracts with per-person terms. Every request — from the portal, by phone or email — gets registered and tracked.
- 01Clients, members and policies connected through plan contracts with per-person terms
- 02Operation layouts for major carriers: Metlife, Bupa, Mapfre and more
- 03Requests with tracking, SLAs and acknowledgments, registered automatically or manually
- 04Data entry through the web interface or Excel templates
For your clients
Client portal
Your clients log in with credentials your team grants and help themselves: they view their information, insured members and policies, download documents and submit requests.
- 01Policies and contracts for every insured member, active and historical
- 02Individual or bulk document downloads, no human intervention needed
- 03Additions, removals and changes entered by the client, executed by your team
- 04Access control managed from your admin platform
Built for real insurance operations
№ 0201 /
Plan contracts
Every member linked to their policy with their own start and end dates, active or historical.
02 /
Carrier layouts
Generate operation layouts for Metlife, Bupa, Mapfre and more — requests ready to send.
03 /
Excel or web interface
Load clients, members and policies screen by screen or in bulk with Excel templates.
04 /
SLAs & acknowledgments
Every request with committed response times, acknowledgments and end-to-end traceability.
05 /
Bulk downloads
Your client downloads individual or bulk documents without anyone on your team stepping in.
06 /
Multi-line
Life, funeral and major medical expense, each with its own rules and terms.
How it works
№ 031
Load your book of business
Import clients, members and policies via Excel or the web interface; Bridg connects it all through plan contracts.
2
Operate from one panel
Your team manages policies, changes and requests with tickets, SLAs and per-carrier layouts.
3
Turn on the portal
Grant access to your clients: they view, download documents and enter requests online.
Form BR-01 · Access request
Request access to Bridg
Bridg is already live with agents, agencies and insurers. We're opening access by invitation — leave your details and we'll reach out.