• 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.
  • Price
  • 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
  • Customer Stories
Test Drive
Test Drive

Let's turn lead management into a competitive advantage.

Join us at The Future of Insurance USA 2024 Conference in Chicago

May 15-16, 2024

Discover Strategies for AI, Customer-Centricity, and Profitability to Stay Ahead in the Evolving Insurance Landscape.

Book some time with us
Book some time with us

Look for us at Booth 26!

Dawn Hernandez

Dawn Hernandez

Senior Business Relationship Manager
Contact me
Wendy Lloyd

Wendy Lloyd

Senior Account Executive
Contact me
Max Von Teichman

Max Von Teichman

Enterprise Customer Success Manager
Contact me
James Palmer

James Palmer

Co Founder
Contact me

Featuring a world-class line up of industry executives and thought leaders, highlights include:

  • Kevin Kerridge, CEO, Hiscox USA
  • Sarah Chavarria, President & CEO, Delta Dental of California
  • Rick McCathron, President & CEO, Hippo
  • Amjed Al-Zoubi, Chief Information Officer, Amerisure Insurance
  • Jamie Ohl, President, Individual Solutions, Transamerica
  • Claire Burns, Chief Marketing & Communications Officer, The Hartford
  • Raju Seetharaman, SVP IT & Transformation, Legal & General America
  • Carmelina Borsellino, Staff Senior VP, Chief Engineer, FM Global

Join 500+ industry change makers at #FOIUSA 2024 to uncover new opportunities for insurance, unleash the combined power of data, technology, and AI, and ultimately, better serve the customers we protect. 

Klaus Salchner Headshot

Apollo uses Lead Assign to route leads in real time to the right agent using predictive scores and various other factors. Matching the right lead to the right agent improved our close rate by 20% and also improved overall customer satisfaction. Lead Assign has become a critical part of optimizing our lead flow and close rate

Apollo Logo
Klaus Salchner
CTO
Read the Case Study

The future of insurance is about embracing progress and innovation.

The Lead Assign Team is excited to connect with industry leaders to explore the following:

Forge Your AI Path: From hype to reality – discover a playbook for AI success and transform operations from inception to claim to tackle costs and enhance efficiency

Achieve True Customer-Centricity: Navigate evolving customer expectations with frictionless journeys, personalized products, and omnichannel distribution

Bolster Profitability: Thrive through disruption with a flexible business strategy, innovative partnerships, and a growth-oriented culture to drive resilience across the organization

Today, with AI making it so quick and easy to compare products, sales reps need to behave more like consultants and partners than vendors.

Sales calls need to get deeper, be more personalized, and prioritize connecting person-to-person, expert-to-expert.

Book some time with us
Book some time with us
Man Browsing on Phone

What can you expect at Lead Assign’s Booth #26?

Learn How Lead Assign Drives Success

  1. See how deploying our Ai routing engine can connect your prospects with the right agent from your network instantly.
  2. Learn how a mixture of Narrow Ai, Generative Ai, and Machine Learning can drive increased revenue.
  3. Finally deploy a system that requires no agent adoption.
Dawn Hernandez

Dawn Hernandez

Wendy Lloyd

Wendy Lloyd

Max Von Teichman

Max Von Teichman

James Palmer

James Palmer

Sign up to receive leads Gifts!

We are using our own technology to send you gift offers!

  1. Sign up
  2. Get a lead offer (SMS/Email)
  3. Act fast and you could walk away with a gift!
Registration coming soon!
A mobile visual of how agents receive new leads and have the option to accept or reject them within a certain time frame.

Lead Assign’s patented system provides insurance companies:

  • automated speed-to-lead
  • ai-driven lead assignment
  • real-time pipeline visibility
  • sales team engagement
  • crm software integration
  • detailed reporting & dashboard

What you can expect when you work with us:

  • Expert lead workflow enablement
  • Lead quality and agent performance-based strategies
  • Custom software integration to fit existing tech stacks
  • Specific KPIs for data-driven decision-making
  • Onboarding support and customer success management
Northbridge insurance logo

Northbridge Insurance eliminated spreadsheets to manage their leads resulting in $500k annual savings!

Read Case Study
Apollo Logo

Apollo Cover Insurance improved conversion rates by 20% within 3 months working with Lead Assign!

Read Case Study
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