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Screenshots

  • ClientBridge screenshot 1
  • ClientBridge screenshot 2
  • ClientBridge screenshot 3
  • ClientBridge screenshot 4

About ClientBridge

ClientBridge is a secure client portal that keeps you connected with your insurance agent year-round. FEATURES Agent Dashboard View your agent's contact information along with their agency name and logo. Reach your agent instantly with a call, SMS, or email directly from the app. Special Offers Browse exclusive offers and deals shared directly by your insurance agent — all in one place. Push Notifications Receive important messages and updates sent directly from your insurance agent. Stay informed about your policy and more in real time. Plan and Cards View your Medicare plan information at a glance alongside your saved insurance cards. Securely scan and store new cards using your phone's camera. Our OCR technology automatically reads and saves your card details for easy access anytime, even offline. In-App Help Guide Tap the Help button anytime to access step-by-step guides with images and video walkthroughs covering every feature. Text size can be adjusted for easier reading, designed with our senior clients in mind. Secure and Private Your data is protected with biometric authentication including Face ID and Touch ID. All data is encrypted in transit and securely cached on your device for offline access. GETTING STARTED ClientBridge is available to clients of participating insurance agencies. Your agent will provide your login credentials to get started. For support: [email protected]

What’s new

Version 1.8.1 · Updated October 27, 2026

Your cards now open full screen with one tap. • Tap a card on the Plan&Cards tab and it opens full screen, ready to zoom • Below the card, you'll see the date and time you added it • To delete a card, tap the red trash can at the top left, then confirm • If your agent's photo can't load, you'll see a placeholder instead of a blank circle

App privacy

The developer, ClientBridge LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Usage Data: Product Interaction
  • Contact Info: Name, Phone Number
  • Identifiers: User ID, Device ID

Used for: Analytics, App Functionality

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

  • Diagnostics: Crash Data
  • Contact Info: Email Address
  • User Content: Photos or Videos
  • Usage Data: Product Interaction

Used for: Analytics, App Functionality

Alternatives to ClientBridge

Looking for apps like ClientBridge? Here are 6 similar apps on the App Store. The highest rated is Argus Portfolio Tracker (5.0/5), and all 6 are free to download.

ClientBridge vs. alternatives
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