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. 


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

Good news: while there are many different types of channel sales, measuring them is relatively the same. That’s because they all operate on the same principles: successful recruitment, training, and engagement, and follow up.

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We'd love to know what brings you here today...

What about your current setup keeps you up at night?


Good News! We have helped others increase speed to lead and lead acceptance by 96%


Great! We have seen a 91% Increase in agent feedback.

We capture data from your distributed sales network and integrate into your existing business intelligence suites.

We handle leads for people like HP all over the globe. We understand regional nuances and different business requirements. Let's chat about your needs.

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