INDUSTRY SPECIFIC SOLUTIONS: ​Insurance

Real-time routing to the right agent in your broker network.

Bluebird’s patented lead management system assigns leads to the best sales rep available, eliminates tedious admin tasks and check-ins, provides lead-to-close management metrics.
people talking with an agent

More sales enablement and less time-consuming admin.

Bluebird can help.

Bluebird Dashboard

Get real time analytics.

Track performance across your network, making it easier to make data-backed decisions and continuously improve.
lead screen detail

The benefits of Bluebird's opportunity routing automation:

How Bluebird works for insurance companies.

Sales Velocity

Get your leads to your sales teams and partners fast

Process Automation

Save valuable time by optimizing and automating lead distribution processes

Pipeline Visibility

Know the state of every program, partner, and lead

Technology Adoption

Guaranteed user participation for your customized tech stack

Claims claimed.

Bluebird creates a smoother, more efficient claims management process, enabling insurance providers to deliver a better service to their clients.

Bluebirds’ innovative routing technology ensures that claim details are directed to the appropriate department instantly. Bluebird leverages advanced algorithms and real-time data processing to analyze and categorize claims accurately as they are submitted.

Unlike traditional methods that rely on manual intervention and can be prone to delays and errors, Bluebirds’ technology automates the routing process, significantly reducing response times and improving overall efficiency. As soon as a claim is filed, the system evaluates the information provided and identifies the most suitable department or agent to handle the case based on various parameters such as claim type, severity, and availability of agents.

Bluebird ensures that claims are processed swiftly, enhancing customer satisfaction and reducing operational costs for insurance companies. 

The right underwriter.

By combining efficient routing with robust audit trails, Bluebirds' technology not only optimizes claim processing but also strengthens governance and accountability.

Matching a claim to the right underwriter is a critical aspect of Bluebirds claims routing technology, enhancing both efficiency and auditability. By directing claims to the most appropriate underwriter based on their expertise and availability, the system ensures that each claim is evaluated by a specialist who can make informed decisions swiftly and accurately.

This targeted routing minimizes the time spent on reassignment and reduces the likelihood of errors, leading to faster claim resolutions. As a result, insurance companies can handle higher volumes of claims without compromising on quality, significantly boosting overall operational efficiency.

How does your channel network manage its leads?

Lead management is a collaborative effort between marketing and sales teams to maximize the chances of converting leads into paying customers.

Marketing generates leads through various channels such as website forms, social media ads, email campaigns, and events. The qualified and engaged leads are then assigned to the sales team or specific sales reps, based on criteria such as geography, industry, or product interest.

The trick to get the most return on your efforts is to get the right leads to the right sales rep every time. This strategy is impacted by your industry, sales cycle, and org structure.

Bluebird can help.

Who is Bluebird purpose-built for?

Sales Agent Managers

For the decision makers that need lead assignment velocity and real-time pipeline visibility

Demand Focused Brokers

For the demand generators that expect their leads are matched with their best sales rep available

Business Managers

For the revenue growth teams that strive for enablement tools and operational efficiency
apollo logo

Apollo saw a 20% boost in conversion rates using Bluebird to drive Speed2Lead.

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.