Northbridge

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

Industry

Insurance

Challenge

Inefficiencies

Solution

Automated Lead Routing & Pursuit

Results

$500K Annual Savings

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.