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Pension Reviews

lead management crm

The brief

Our client required an end to end processing system that could adapt to change, report on trends, work in all departments and that allowed external partners to view and update their cases.

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The solution

The Lunar Team worked very closely with the client to understand their business. They then set about building a CRM that enabled the company to process Pensions from the initial enquiry through to the final transfer of the funds. The team pre-populated letters, documents and emails to avoid the need for other expensive software.

The result

Increased processing power and reduced operational costs have led to a thriving Pensions business with the Lunar CRM at its heart. The slick and simple CRM enables staff to easily complete their daily tasks and communicate effectively with customers, suppliers, IFA’s and trustees.

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