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20% boost in conversion rates.

Bluebird's speed2lead.
The key to maintaining a competitive edge.

Girl buying insurance

Bluebird’s patented intelligent routing engine is highly customizable, learns over time, and scalable enough to meet the demands of global enterprises. It’s the most intelligent lead routing engine on the planet.

Apollo Cover is Canada’s leading online provider of personal and business insurance. Their online quoting tools allow customers to easily obtain an estimate within minutes across a wide range of products. Based out of Vancouver, Canada, Apollo is revolutionizing the insurance industry through curated online experiences for their customers.
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Apollo

Apollo uses Bluebird 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. Bluebird has become a critical part of optimizing our lead flow and close rate.

Klaus Salchner

Advanced routing.

Apollo uses Bluebird’s advanced lead routing logic to check availability among the sales team when distributing leads.

Through faster response times and improved matching, Bluebird has created a stronger sales experience for each lead resulting in a 20% boost in conversion rates for Apollo.

lead screen detail

50% of buyers will work with the first company that responds to them.

High lead volumes spread across both a wide geography and range of products can complicate the sales process. This is a common occurrence in the insurance industry; which can lead to dormant leads and missed revenue opportunities.

Speed2Lead is essential in any highly competitive industry, and without the proper tools in place to ensure the quick connection of a customer to sales, money can be left on the table.

lead offer screen

Apollo's challenges.

A complex sales process with a high volume of leads from a wide range of products that were spread across multiple geographies was drastically complicating lead management for Apollo. As a result, they were struggling with common problems in the insurance industry: missed revenue opportunities because of delays in responding, and leads unknowingly going dormant.

In such a highly competitive industry, the delays contribute to material decreases in conversion rates. Efforts to manage the problem had created many time-consuming manual processes and error-prone spreadsheets.

Adding to Apollo’s concerns, onboarding new sales agents, customizing workflows to match their roles, and efficiently scheduling lead responses had become a tangled and costly mess. This situation is all too common in the world of high-volume lead management, where companies struggle to make off-the-shelf CRM solutions or makeshift, homegrown systems work seamlessly for coordinating their agents to prospects coverage.

How Bluebird helped.

Bluebird, via Speed2Lead and Perfect Match, ensures every lead is handled by a qualified sales representative within seconds.

The expensive and fragile process of continuously onboarding new agents and creating new workflows every time has now been eradicated. Bluebird’s real-time integration with Apollo’s HubSpot queues guarantees a seamless update of workflows and Perfect Match algorithms for agents, ensuring efficiency and precision.

Through Bluebird, Apollo Cover is able to incorporate both hard and soft rules into their routing logic. This allows for a system which accounts for agent performance and optimization while always meeting the mandatory criteria that is necessary when distributing leads.

Features such as daily, monthly, and open lead limits help to ensure the leads are adequately spread out across their sales network. This has helped to improve both the fairness of distribution across their teams, and the effectiveness of each agent in dealing with their assignments.

Each and every lead is accounted for immediately and by the best suited sales representative available.

Lead scoring.

The implementation of a scoring algorithm has prioritized high value leads. Bluebird serves as the backbone for managing allocation across all bands of lead scores, while simultaneously balancing two key variables:
  1. Match top performing sales representatives to high-value leads
  2. Maintain fairness for the sales team as a whole
Bluebird helps to enable different workflows for varying lead score ranges, while providing Apollo agents a competitive environment with a clear path for advancement. Analytics across lead score ranges for agents provide a unique perspective for Apollo, who can now better identify where their strengths lie.

Integration.

Flexible deployments of Bluebird allow clients to achieve the benefits of a sophisticated lead routing software without any disruption to their existing tech stack. This has allowed Apollo to build rules which assign leads within their existing CRM without having to worry about a learning curve for their sales teams.

Dynamic routing rules which are based off of existing lead statuses in the CRM are managed through our API connections, allowing Bluebird to seamlessly communicate with other platforms.

hubspot screenshot

Goals

Improve lead quality and reduce amount of wasted marketing resources. Identify the best dealer to handle the lead quickly, regardless of the location, without the use of spreadsheets or extra man power.

Approach

Use Bluebird's dashboard, filtering and statistics to accurately identify the most lucrative lead sources, and marketing strategies. Implement an intuitive tagging structure to fit Mannington’s specific needs.

How we AI.

The control you desire, augmented with AI and machine learning.

We believe in deploying lead management technologies that increase productivity and scalability while remaining transparent and configurable.

Pre-flight AI.

Generative AI to score and reorganize lead data.

Lead enrichment and pre-qualification scoring.

In-flight AI.

Patented narrow AI lead score and routing algorithm follows business rules you define.

On the fly agent performance based scoring.

Machine learning routing engine.

Agent-assist AI.

Post acceptance generative AI agent assistance tools.