TEL: 0330 335 5330

Case Studies

lead management crm

Working examples

Our team has a wealth of experience in the financial sector, helping us to understand your business and for us to work with you to create a CRM that works for you. Below are some examples of the solutions that we have created.

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Life insurance broker

Partnering with Avelo Exchange we provided a whole of market Life Assurance Quoting Platform inside the Lunar CRM.

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Home insurance broker

Partnering with Payment Shield we provided a fully integrated quoting engine inside of the CRM.

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Pension reviews

Working closely with the client we enhanced our Lunar CRM for end to end pension review processing.

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Claims management

Our development team worked with the client to streamline and automate the customer journey.

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Mortgage brokerage

By mapping the mortgage process we were able to develop an enhanced version of our Lunar CRM for Mortgages.

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Outsourced call centres

We felt it could best service the client’s needs by removing the dialler altogether.

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