• Product

    Product Overview

    Our patented technology has been developed across hundreds of different use cases to work as a platform that optimizes your entire sales funnel. 

    Lead Assign is available as an all-in-one solution that integrates with your existing technologies or as amodular API based technology solution using your own user interface.

    Learn More

    Advanced Routing

    Efficient and effective lead routing that doubles your inbound conversion rates.

    Conversion Capture

    Collect and analyze data from your distributed sales network.

    Data Integration

    Integrate sales and performance data seamlessly into your existing stack.
  • Use Cases

    By Role

    Marketing

    Deliver your leads to sales reps without delay

    Sales

    AI-driven lead assignment to the best sales rep instantly

    Channel

    Understand your channel sales pipeline in real time

    Revenue

    Integrate and improve your revenue ops technology with ease

    By Industry

    Real Estate

    AI-driven lead routing, acceptance, and follow up within 5 minutes

    Insurance

    Policy close information and real-time account routing to your broker network

    Manufacturing

    Automate strategic lead distribution to your partners and retailers nation-wide

    Global Enterprise

    International lead management excellence for partner business managers
  • Price
  • Case Studies
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Northbridge-Insurance_logo_EN-370x133_transparent

The modern insurance company streamlines their sales operations to save admin costs significantly

Eliminated spreadsheets resulting in $500k annual savings

Enhanced lead qualification and velocity through prompting lead pursuit

The Company

Northbridge Insurance offers leading solutions and professional expertise to protect businesses across North America. Leveraging professional sales network strategies, Northbridge drives their lead to revenue funnel with proper lead qualification and top sales team performance.

Where Lead Assign Came In

Lead Assign provides Northbridge with visibility to the lead journey prompting a competitive lead pursuit culture and eliminating lead workflow gaps. Lead Assign’s patented technology enriches leads in real-time to increase lead quality. Sales agents get the full picture from lead acceptance.

Enhancements

Northbridge ensures every lead is qualified.

Northbridge is there for businesses of all sizes.  In any case, the sense of urgency differs. To make the most of their sales agents’ time, Northbridge relies on the Lead Assign platform to identify the highest value leads driving lead pursuit.

Pre-qualification leads drives revenue strategies and improvement. Northbridge eliminated spreadsheets resulting in $500k annual savings. By eliminating lead workflow inefficiencies, their bottom-line is significantly improved.

Routing Methodology

Northbridge gets its qualified leads to its partners fast.

Northbridge takes advantage of performance-based routing to encourage competitive sales culture that drives lead conversion. With Lead Assign, lead qualification and velocity is enhanced through prompting lead pursuit and identifying top-performing agents. If a lead is not accepted by the best agent available, it is routed and offered to the next best – and so on until acceptance.

Integration

Northbridge integrates Lead Assign within its tech stack.

Northbridge enjoys Lead Assign’s consultation services whereby lead workflow automation and technical integrations are taken care of by Lead Assign’s subject matter experts. This way, sales teams and administrators can get back to doing their job. Integration services drove immediate results, so Northbridge could get up and running fast. No application adoption needed. No friction.

Ensure leads are routed to the best agents quickly and consistently

Identify the top-performing agents

Reduce the waste of marketing and sales resources

Implement a thorough tagging structure to quickly identify and notify the best possible agent

Use Lead Assign’s performance-based routing to encourage competitive sales culture that drives lead conversion

Monitor Lead Assign’s dashboard to identify the highest value leads driving lead pursuit

Northbridge eliminated spreadsheets resulting in $500k annual savings

Enhanced lead qualification and velocity through prompting lead pursuit

Finance and Insurance Agencies

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