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

Customer Overview

Northbridge Insurance offers leading solutions and professional expertise to protect businesses across North America.

Leveraging professional sales force strategies, Northbridge drives their lead to revenue funnel with proper lead qualification and top sales team performance.

Lead Assign provides visibility to the lead journey prompting a competitive lead pursuit culture and eliminating lead workflow gaps. 




Admin Inefficiencies


Automated lead routing


$500K Annual Savings


Pre-qualification leads drives bottomline improvement

Northbridge eliminates spreadsheets resulting in $500k annual savings

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.

Eliminating lead workflow inefficiencies, their bottomline is significantly improved.

Routing Methodology

Encouraging competitive sales culture drives conversion

Northbridge takes advantage of performance-based routing

With Lead Assign, lead 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 services drove immediate results

Northbridge got up and running fast

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. No application adoption needed. No friction.


Channel Sales KPIs for Enterprise Operations

We’re all about optimizing lead routing and management to help companies reach their greatest revenue operations and budget optimization potential. Here, we’ve discovered the top key channel sales KPIs that enhance performance at the individual, team, and company levels.

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