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A Pensions CRM Just for You

July 2015

At Last! A Pensions CRM Just for You

By Jove, they’ve done it! The boffins of Team Lunar have put a lot of effort into creating a whole new product for our clients, resulting in the long-awaited Pensions CRM – a specialist CRM solution designed to revolutionise the way LOA Providers and review companies conduct business. Read on to find out more!


What is the Pensions CRM?

At Lunar CRM, we’ve created the first ever dedicated customer relationship management tool exclusive to pensions-based companies – hooray! We were struck by the idea after realising that no CRM tools really catered to this niche, and we didn’t think that was fair (Team Lunar is all about inclusion, after all). It really is a one-of-a-kind specialist tool, which can still be tailored to your business’ needs through our bespoke model.


Great! So What can it Do?

The latest addition to our CRM offering boasts a feature rich system which has been put in place to help team members at every level of a client’s organisation – from staff on the ground, all the way up to managers and beyond!

During our research for the solution, the Lunar Team found that LOA providers and review companies mostly struggled with tracking customers, and that there wasn’t an easy way to keep an eye on every aspect of their customers’ pension reviews and pension releases. Our CRM solution takes care of that on their behalf.

We’ve built in LOA pre-population to save time and manpower, full compliance to ensure you’re operating within the law and its guidelines, and templates for letters, texts and emails to the standard expected of a professional pensions firm.

Of course it wouldn’t be a Lunar CRM bespoke solution without including document storage, automated customer updates and workflow processes to keep the whole team running smoothly!


But How Does All of This Help?

As with many of our solutions, the Pensions CRM has been noted as a time-saving tool. The LOA pre-population and letter templates, coupled with automatic customer updates ensures that processes which can be automated are being automated. Apart from keeping an eye on customers and shortening their journey, our Pensions CRM also helps clients to be secure in the knowledge that they’re being compliant, covering teams against any action or legal repercussions. Altogether, the Pensions CRM’s features combine to smooth out processes in a complicated market, all the while helping to improve the value of our clients’’ offerings.


Why Lunar CRM’s Solution?

If you’ve read any of our blogs, you’ll know we pride ourselves on helping clients to achieve efficiency and save time. This tool takes into account the needs for pension suppliers, all the while allowing it to be tailored to an individual business’ needs, creating a one-of-a-kind solution.


It’s definitely worth trying out, so why not sign up for a free 30-day trial? Or if you have any questions, just get in touch and we’ll be happy to help!