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
Life insurance broker
Partnering with Avelo Exchange we provided a whole of market Life Assurance Quoting Platform inside the Lunar CRM.
Home insurance broker
Partnering with Payment Shield we provided a fully integrated quoting engine inside of the CRM.
Working closely with the client we enhanced our Lunar CRM for end to end pension review processing.
Our development team worked with the client to streamline and automate the customer journey.
By mapping the mortgage process we were able to develop an enhanced version of our Lunar CRM for Mortgages.
Outsourced call centres
We felt it could best service the client’s needs by removing the dialler altogether.
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