Lunar CRM | CRM Software , Lead Tracking, Sales Tracking
Insurance Case Studies and Customer Success Stories with Lunar CRM
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- Insurance
A client was struggling to manage their Call Centre and Sales operations using Excel. They manually entered client details into multiple systems to find the best home insurance quote. The Lunar Team ...partnered with Payment Shield to integrate a quoting engine into the CRM. This allowed Call Centre, Sales, and Admin staff to work together on the same system. As a result, the business grew into a successful Home Insurance company, streamlined operations, and saved money without needing more staff.
A client needed a CRM that included client management, workflows, MI reporting, documentation, and a life insurance quoting platform. Off-the-shelf CRMs couldn't meet their needs. The Lunar Developme...nt Team mapped their needs and integrated Avelo Exchange's Life Assurance Quoting Platform into the Lunar CRM. This provided a tailored CRM solution. As a result, the client gained greater operational control, reduced costs, and improved the customer journey.
A claims company wanted to grow. They used manual processes. Lunar CRM helped automate and streamline their work. They created custom reports and workflows. The company saw improved performance. New ...sales workflows maximized lead potential.
The client was struggling to manage a Call Centre and Sales operation using Excel. They manually entered client details into multiple systems to find the best home insurance quote. Lunar Team partner...ed with Payment Shield to provide an integrated quoting engine within a CRM. This allowed Call Centre, Sales, and Admin staff to work together on the same system. As a result, the business grew into a successful Home Insurance company, streamlined operations, and saved money without needing more staff.
Our client needed a CRM that included client management, workflows, MI reporting, documentation, and a life insurance quoting platform. Off-the-shelf CRMs couldn't meet their needs. The Lunar Develop...ment Team worked with the client to map their needs and integrated Avelo Exchange's Life Assurance Quoting Platform into the Lunar CRM. This provided the client with a comprehensive CRM solution. As a result, the client gained greater operational control, reduced costs, and improved the customer journey.
Our client wanted to streamline their mortgage sales and packaging processes while ensuring compliance with government regulations. We developed an enhanced version of our Lunar CRM for Mortgages, ad...ding specific workflows and creating bespoke MI reports. This system-generated documentation ensured compliance. As a result, the client improved sales team performance, increased mortgage sales, improved cash flow, and enhanced customer satisfaction.
Our client wanted to streamline their mortgage sales and packaging processes while ensuring compliance with government regulations. Lunar CRM developed an enhanced version of their CRM for Mortgages,... adding specific workflows and bespoke MI reports. This system-generated documentation ensured compliance. As a result, the client improved sales team performance, increased mortgage sales, and enhanced cash flow. Customer satisfaction also rose due to clearer documents.
Other Industry Case Studies and Success Stories with Lunar CRM
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Our client wanted to improve their data usage and found their existing dialler expensive and limiting. Lunar Media replaced the dialler with a Lunar CRM for Contact Centres using click to dial techno...logy. The CRM was integrated with the Lunar Lead Delivery Platform to optimize data usage. As a result, operational performance improved, and costs were reduced by removing the dialler and its associated resourcing.
A successful claims company wanted to grow their business but relied on manual processes. They needed integrated reporting and performance management tools. Lunar CRM helped by automating the custome...r journey and creating bespoke reporting. This led to marked improvements in business performance and better lead management.
A client needed a system to process pensions efficiently. The Lunar Team built a CRM to handle everything from initial inquiries to fund transfers. This CRM pre-populated documents to save costs. As ...a result, the client saw increased processing power and reduced costs, leading to a successful pensions business.
Our client wanted to improve their data usage and found their existing dialler inflexible and costly. Lunar Media replaced the dialler with a Lunar CRM for Contact Centres using click to dial technol...ogy. The CRM was integrated with the Lunar Lead Delivery Platform to optimize data usage. As a result, operational performance improved, and costs were reduced by removing the dialler and its associated resourcing.
Our client needed a system to improve their paper-based debt management business. They struggled with managing outstanding work and reporting. The Lunar Team built a CRM to handle Debt Management, Tr...ust Deeds, and Sequestration cases. This CRM streamlined processes with pre-populated letters and emails. As a result, the business gained control over staff and processes, increased productivity, and experienced strong growth.
A client needed a system to process pensions efficiently. The Lunar Team built a CRM to handle the entire process from enquiry to fund transfer. This CRM pre-populated documents to save costs. As a r...esult, the client saw increased processing power and reduced costs, leading to a successful pensions business.
