Lead Routing
Get every lead to the right person. Instantly
Most insurance enquiries don’t end at one product. A life policy often opens the door to critical illness, income protection, private medical and family cover. The challenge is doing that without missed follow-ups, scattered notes or a weak audit trail.
A typical FLG flow: web enquiry → postcode routing → adviser follow-up in under a minute.
A familiar tale
Most teams don’t lose leads because they lack effort.
They lose leads because the handover is messy.
- A lead arrives
- Someone forwards it
- Someone else misses it
- Two days later, another person replies with no context
That’s bad for conversion and even worse for the customer experience.
FLG fixes this by routing leads cleanly from the moment they arrive, so ownership is clear and customers get the right person first time.
Route leads based on what they are, not who sees them
Route by what matters
Route by what matters
- Lead source, such as web, partner, referral or campaign
- Product or service type
- Postcode, region or branch
- Department or specialist team
Remove bottlenecks, clarify ownership
- No forwarding emails or manual triage
- No “who owns this?” confusion
- Instant visibility of who is responsible
- Easy reassignment when needed
Allocate leads fairly and keep workloads balanced
Routing isn’t just about who could take the lead. It’s about who should take it right now. FLG balances workloads automatically so no one is overloaded, leads don’t sit untouched, and managers don’t have to intervene constantly.
- Automatic or sequential distribution
- Quotas to balance workloads
- Access rules to control visibility
- Easy reassignment when staff are off
- Consistent routing across every department
- Assignment to groups such as agents, field reps or canvassers
Move leads between teams without the customer feeling it
Customers don’t care about your internal structure. They just want the right next step, quickly. FLG lets leads move smoothly between teams as the journey progresses, without dropped context, repeated questions or awkward handovers.
- Transfer leads cleanly as the journey progresses
- Route from admin to advisers, then on to field reps or installers
- Trigger automatic assignment at key milestones
- Keep full history visible to authorised users
- Avoid duplicate calls and missed steps
How effective lead routing helps businesses
FLG effectively becomes your lead distribution engine, not just a storage system.
Multi-location teams
Route by postcode so enquiries reach the right branch instantly.
Specialist services
Match customers with someone who can actually help, first time.
Mixed teams
Route from canvassers to sales reps to installers seamlessly.
Supervisor oversight
Easily move leads between agents, supervisors and admin.
Customer experience
Fewer repeats, faster answers, no confusion.
Less admin
Fewer forwards, fewer mistakes, quicker responses.
Ready to streamline how your team handles leads?
If you want a cleaner, more reliable journey from enquiry to advice, you can get started in minutes.
Or talk to us on 01282 798 545.