Sarah Bennett

From scattered intake to a clear route

Brightpath Insurance receives leads from forms, partner feeds, email, and manual entry. Sarah needed one place to route them without turning every morning into a negotiation over the queue.

Rules the team can trust

She uses round-robin, quotas, and eligibility to decide who can receive each lead. Response windows and fallback routing keep unclaimed opportunities moving, while firm-admin visibility shows where each lead went.

A clearer start for the whole team

The process stays consistent without becoming rigid. Sarah can adjust the rules, see the current pipeline, and make a manual assignment when a lead needs special handling. Reps start with a clear next action instead of sorting the intake first.