Lunar CRM | CRM Software , Lead Tracking, Sales Tracking
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Insurance Case Studies and Customer Success Stories with Lunar CRM
Unidentified
- Insurance
- Small
Lunar CRM delivered a custom CRM solution for a life insurance provider. The client needed one system for client management,... workflows, MI reporting, documentation, and quoting. Lunar CRM integrated Avelo Exchange's life assurance quoting platform and tailored the system to fit the client's needs. The new CRM improved operational control and streamlined business processes. The client expects lower costs and a better customer journey.
Lunar CRM helped a home insurance company move from manual Excel processes to an integrated CRM. The new system included... a quoting engine with Payment Shield and a multi-tiered CRM for call centre, sales, and admin teams. The company streamlined operations and saved money. They grew without hiring more staff. Now, they plan to expand their product lines.
Lunar CRM helped a claims management company automate manual processes. The team built custom reporting and new workflows for the... business. Managers now track performance with integrated tools. The reporting suite highlights areas for improvement. Sales workflows help maximize every new lead. The company saw better performance after using Lunar CRM.
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 partnered 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 Development 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. 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.
Lunar CRM helped a pensions business improve its operations. The company needed a system to manage cases, adapt to change,... and support all departments. Lunar CRM built a custom CRM to handle pension processing from enquiry to fund transfer. The solution automated documents and emails, cutting the need for extra software. The result was higher processing power and lower costs, making the business thrive.
Debt management business (unnamed)
- Financial Services
- Small
Lunar CRM helped a debt management business move from paper-based processes to a digital CRM. The new system automated case... handling for debt management, trust deeds, and sequestration. Staff can now track outstanding work and report on campaign and staff performance. Productivity increased and business growth followed. The CRM also improved communication with customers.
Lunar CRM for Mortgages helped a client in financial services improve their mortgage sales process. The CRM was customized with... workflows and bespoke MI reports. All documents are now system generated and compliant with regulations. The client saw more completed mortgage sales and better cash flow. Customer satisfaction increased due to clearer documents.
Online Customer Relationship Management Company
- Information Technology And Services
- Small
Lunar CRM replaced an expensive, inflexible dialler for an online customer relationship management company. The new CRM for contact centres... used click to dial technology and integrated with the Lunar Lead Delivery Platform. This helped the client use their data better and improved operational performance. The CRM ensured the right data was dialled by the right people at the right time. Operational costs dropped after removing the old dialler.
Other Industry Case Studies and Success Stories with Lunar CRM
Unidentified
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 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 technology. 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.
