TEL: 0330 335 5330

Life Insurance

lead management crm

The brief

Our client was looking for one CRM that encompassed client management, workflows, MI reporting, documentation and a life insurance quoting platform. The CRM needed to be tailored to their growing business which most off the shelf CRM’s were unable to do.

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The solution

The Lunar Development Team worked with our client to fully process map their needs. We then partnered with Avelo Exchange and integrated their whole of market Life Assurance Quoting Platform into the Lunar CRM. By developing bespoke functionality to enhance the Lunar CRM our team were able to provide the client with the one CRM that does all they require.

The result

With greater operational control and a stream lined business process afforded by only having one system our client can now focus on growing their business. Operational costs will reduce and the customer journey will be much improved.

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