Magellan AI | Bridge VoIP

Our partnership

Magellan AI and Bridge partner with Vertafore to give independent agencies something most owners have never had — a consistent, automatic way to develop every person on their team, recognize what is and isn't working, and protect their book of business. Bridge captures every customer conversation. Magellan tells you who is performing, who needs coaching, how to praise them when they get it right, and what needs to change before a renewal walks out the door. Together with Vertafore, we give agencies the foundation to build better teams and deliver a customer experience worth keeping.

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Magellan, the coach behind every call. "Most agency owners know their people are their biggest asset. What they don't have is time to develop every person on their team, catch every coaching moment, or know when a customer is about to leave. Magellan fixes that — automatically. It tells you who is excelling, exactly where someone needs help, and how to recognize them when they get it right. Your managers never have to listen to a single call to do it. Bridge is the infrastructure that makes it possible. Vertafore is the ecosystem that ties it all together."

Winston Smith

CEO, Magellan AI | Bridge

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About Magellan AI | Bridge VoIP

TRG, the developer of Magellan & Bridge, was built by founders with deep industry roots and experience and builds technology exclusively for independent insurance agencies. Magellan AI is our people development platform — purpose-built for insurance. It tells agency owners and managers who on their team is excelling, who needs coaching, and exactly what to work on — automatically, without anyone listening to a single call. When someone handles a tough renewal the right way, Magellan makes sure you know it. When someone needs help, Magellan tells you exactly how to develop them. One agenciy using Magellan saved 11 of 13 at-risk renewals in their first 30 days and one agency documented a 4-point retention improvement in year one. Bridge is our VoIP platform — the data source that powers Magellan, integrated with Vertafore and trusted by independent agencies for over 10 years.

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Your people are your competitive advantage. Now you can actually develop them.

"Your people are your competitive advantage. Magellan makes sure you know exactly how they show up on every call.

Every conversation is analyzed in real time so you can see who is performing, who needs coaching, and what to work on. When someone gets it right, you have the context to recognize it. When they don’t, you have clear direction on how to improve it.

Your team gets better with every call. Your customers feel the difference.

Bridge captures every conversation and feeds it into Magellan automatically. No listening. No transcripts. No time lost to call review.

Trusted by independent agencies for over 10 years. Fully integrated with Vertafore."

Learn more

Bridge - one intuitive software communications

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How Connor Insurance modernized its marketing and boosted efficiency

Connor Insurance Agency partnered with Bridge to simplify communications and drive measurable growth. By consolidating voice, text, fax, and chat into a single platform with seamless AMS integrations, the agency achieved a 50% increase in sales and a 30% increase in revenue over five years, all while scaling efficiently without expanding headcount.

Read case study

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Customer testimonials

In our first 30 days with Magellan we saved 11 of 13 renewals that were at risk. Before Magellan, I had no way to know those customers needed attention until it was too late. Now my managers know exactly who needs help and who deserves recognition — and nobody has to listen to a single call to do it."

Agency Principal, Southeast Independent Agency

We've been on Bridge for over 10 years. The reliability, the AMS integration, the support — it just works. Adding Magellan was a natural next step and it's already changed how we develop our team."

Christopher Schulenberg, Insurance Brokers of Minnesota

Bridge has been rock solid for our agency for years — reliable, well-integrated, easy to work with. When we added Magellan we got something we didn't know we were missing: a real way to develop our team and make sure every customer gets taken care of the right way."

Guilarte Garrido Pelaez Insurance

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