Case Study: Stonebridge Rock achieves clear lead-source attribution and streamlined lead management with FLG

Helping a leading business insurance company easily identify the source of each lead

Stonebridge Rock, a business insurance adviser with 12 agents handling up to 100 leads per day, needed a way to quickly identify where each lead came from and to simplify daily task management. To solve this, they turned to the FLG customer engagement platform in 2016 to track and prioritise incoming enquiries.

Using FLG, advisers can see exactly how each lead entered the business, manage and prioritise tasks via a central task function, and contact prospects across multiple channels from one place. FLG’s automated marketing (SMS and bulk email) plus reporting and analytics let Stonebridge Rock calculate ROI by lead source and streamline follow-up, enabling clearer attribution and more efficient lead handling.

Stonebridge Rock