Our Story

Since 1967, SterlingBridge has embodied a family legacy of being active in the community and an advocate for financial advisors. We pride ourselves on the relationships we have built with financial professionals and institutions across the wealth management spectrum. We have earned a proud reputation for responsiveness and doing what we say we will do.

Leaders in Digital Insurance Tech

We are a full-service insurance firm powered by FinTech and AI-innovation. We were among the first pioneers of FinTech in the insurance industry dating back to 2001. What this means to you, is that we are constant professionals who help you speak confidently with clients regarding life insurance, disability insurance, annuities, and long-term care planning strategies. We deliver a boutique experience that gets your clients the insurance coverage they need, and your business placed faster.

We make insurance easier, because it can be – with the right technical mastery, personal service, and expertise.

iPad

Unmatched Expertise, Focused on You and Your Clients

SterlingBridge has a 35-year track record as the leading digital Brokerage General Agency (BGA) for life and health insurance, serving institutional, B2B, and direct-to-consumer markets. Today, we work with financial advisors, insurance professionals, and financial institutions to help you complete your planning, honor your fiduciary role, and enhance your client relationships.

Over $100m annual premium generated
Over 20k insurance applications annually

Objective, Unbiased Insurance Consulting

SterlingBridge gives you total and instant access to a vast spectrum of industry-leading insurance carriers and risk management solutions. You gain the guidance and support you deserve to solve each of your client’s individual planning needs. We are a team that is simply unmatched. We are here for you, every step of the way, providing urgent, agile, proactive service.

150 employees
3 call center + processing facilities

Back-Office Support, Education, and the Attention You Deserve

Our proprietary platform was developed and optimized by SterlingBridge to assist advisors and their clients across all 50 states and the District of Columbia. Our digital command, powers our sense of urgency to get back to you rapidly, so you can create positive outcomes for your clients. Working together, we enable you to explore other lines of business within your clientele to add value and enhance your client experience. We make sure you are prepared for every client situation by anticipating the up-front answers you will need and facilitating technical discussions through tax guides, advanced planning concepts, and more. The real benefit is your ability to secure improved coverage for clients and structure a policy within your clients’ budget. Faster.

OVER 30K CREDENTIALED ADVISORS
100% FOCUSED ON YOU AND YOUR CLIENTS

A Distinguished, Results-Driven Track Record

  • 1985

    Milestone: 1,000 independent insurance agents served

  • 1995

    SterlingBridge expands into Telebrokerage of life, health and annuities

  • 2001

    SterlingBridge launches first Tele Application Platforms and signs Citibank, Chase, Morgan Stanley and HSBC

  • 2006

    SterlingBridge signs Wells Fargo Advisors (Wachovia)

  • 2010

    SterlingBridge inaugurates automated suitability e-App and approval process

  • 2018

    SterlingBridge hits new milestone, processing over 20,000 insurance applications annually

  • 2021

    PivotAI, a sister company to SterlingBridge emerges. PivotAI is dedicated to developing solutions that harness the power of AI technologies like Computer Vision, Natural Language Processing, and Machine Learning

    Visit PivotAI

  • 2022

    SterlingBridge renews partnership with Citibank and Cetera Advisors Network

  • 2023

    Ainon, the easiest AI-Powered PDF Redaction Tool emerges.

    Visit Ainon

    Introduced Vidao, a Life Insurance Platform designed for the Spanish speaking community

    Visit Vidao

Questions?
We are here for you.

For any questions, please feel welcome to contact Richard Nolin, VP of Business Development, at 508-770-0228.

SterlingBridge 38 Austin Street Worcester, MA 01609-2420

"It is our privilege helping advisors and insurance professionals serve their clients.""
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800-416-7764 info@sterlingbridge.com

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