northbridge logo

$500k annual savings.

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

Northbridge office

How Bluebird works for Northbridge.

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.

Bluebird provides Northbridge with visibility to the lead journey prompting a competitive lead pursuit culture and eliminating lead workflow gaps. Bluebird’s patented technology enriches leads in real-time to increase lead quality. Sales agents get the full picture from lead acceptance.

 
routing visual
lead offer screen

Northbridge ensures every lead is qualified.

To make the most of their sales agents’ time, Northbridge relies on the Bluebird platform to identify the highest value leads driving lead pursuit.

Northbridge eliminated spreadsheets resulting in $500k annual savings. By eliminating lead workflow inefficiencies, their bottom-line is significantly improved.

 
lead screen detail

Goals

Ensure leads are routed to the best agents quickly and consistently. Identify the top-performing agents. Reduce the waste of marketing and sales resources.

Approach

Implement a thorough tagging structure to quickly identify and notify the best possible agent. Use Bluebird’s performance-based routing to encourage competitive sales culture that drives lead conversion. Monitor Bluebird's dashboard to identify the highest value leads driving lead pursuit.

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 Bluebird, 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.

 
Bluebird Dashboard

Northbridge integrates Bluebird within its tech stack.

Integration services drove immediate results, so Northbridge could get up and running fast. No application adoption needed. No friction.

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.