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.

Request Demo
close

Life insurance broker

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

Read more...

Home insurance broker

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

Read more...

Pension reviews

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

Read more...

Claims management

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

Read more...

Mortgage brokerage

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

Read more...

Outsourced call centres

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

Read more...

Want more info?

Complete the quick form below and we'll get right back to you.

Alien
|