The challenge: More leads. More complexity. More opportunities slipping away.
Apollo Cover is a Canadian digital insurance provider making it easier for consumers and businesses to find and purchase insurance online.
With a growing volume of inquiries spanning different insurance products, customer needs, and geographic markets, Apollo needed a way to ensure every opportunity reached the right sales agent at the right time.
But managing that complexity was becoming increasingly difficult.
Manual processes and spreadsheets made lead distribution time-consuming and prone to errors. Agents had different areas of expertise, availability, and workloads, while higher-value opportunities required more thoughtful assignment.
As Apollo expanded its sales team, onboarding new agents and adapting workflows added even more complexity.
And in an industry where customers can compare competing insurance providers in minutes, delays in responding meant valuable opportunities could go cold.
Apollo needed more than a faster way to distribute leads. It needed a smarter way to decide who should receive them.
The solution: Intelligent matching that makes every opportunity count.
Apollo partnered with Bluebird to bring greater intelligence, speed, and consistency to its sales operation.
Using Bluebird's advanced routing engine, incoming opportunities are evaluated against a combination of lead characteristics, agent qualifications, historical performance, availability, and capacity.
Rather than simply assigning leads to the next person in line, Bluebird identifies the most suitable available agent for each opportunity.
High-value leads can be prioritized for top-performing agents, while configurable distribution rules ensure opportunities are shared fairly across the wider sales team.
Daily, monthly, and open-lead limits prevent agents from becoming overloaded, helping maintain responsiveness as demand fluctuates.
And because Bluebird integrates directly with Apollo's existing HubSpot environment, routing decisions and workflows remain connected to the systems the sales team already uses.
The result is an intelligent, automated sales process that makes better decisions without adding complexity for agents.
“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
Chief Technical Officer, Apollo
The impact: Better matching. Faster responses. Higher conversions.
A 20% improvement in lead close rates.
Getting a lead to an available salesperson is important. Getting it to the person best equipped to convert it is even better.
By combining faster lead delivery with intelligent matching, Apollo achieved a 20% improvement in close rates.
Instead of treating every inquiry and every agent the same, Bluebird helps Apollo make more effective use of both its incoming demand and its sales team's strengths.
The outcome is more opportunities converted into customers and greater value from Apollo's existing lead generation investment.
Matching high-value opportunities with top performers.
Not all leads have the same potential, and not every agent has the same strengths.
Bluebird allows Apollo to incorporate predictive lead scores and agent performance into its routing decisions, giving higher-value opportunities the attention they deserve.
Different lead score ranges can trigger different assignment strategies, ensuring that routing reflects the commercial potential of each opportunity.
At the same time, Apollo can balance performance-based allocation with fairness, creating opportunities for agents across the team to grow and improve.
This approach helps Apollo maximize conversion potential while building a more effective and motivated sales organization.
Eliminating delays and manual administration.
Previously, managing agent availability, assignments, and changing workflows required significant manual effort.
With Bluebird, leads can be matched with qualified, available agents within seconds.
Routing rules automatically account for agent capacity, workload, and eligibility, removing the need for spreadsheets and repetitive administrative tasks.
As new agents join or existing roles change, Apollo can adapt its routing processes without rebuilding complex workflows.
That means less time managing lead distribution and more time helping customers find the right insurance coverage.
Making HubSpot smarter without changing how agents work.
Apollo didn't need another disconnected sales platform. It needed its existing systems to work harder.
Bluebird integrates with Apollo's HubSpot queues and lead statuses, using real-time information to inform routing decisions and keep workflows aligned.
This allows Apollo to introduce sophisticated lead assignment strategies while maintaining HubSpot as its central CRM.
Sales agents continue working in familiar systems, while Bluebird handles the complex decision-making behind the scenes.
The result is a more capable sales operation without the disruption, additional training, or administrative burden of replacing existing technology.
Turning every lead into a better opportunity.
For Apollo Cover, Bluebird has become a critical part of connecting online insurance demand with the sales agents best positioned to convert it.
Opportunities reach qualified agents faster. High-value leads receive more strategic attention. Workloads are balanced more effectively. And the entire process operates seamlessly within Apollo's existing technology environment.
Most importantly, the improvements have translated into measurable business results, with a 20% increase in close rates.
Because better sales outcomes start with better decisions about who gets the lead.
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