Claims Management

lead management crm

The brief

As the owner of a successful claims company our client was looking to grow the business. The business relied heavily on manual processes which were time consuming and limited performance. The client wanted integrated reporting and performance management tools.

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The solution

Our development team worked with the client to streamline and automate the customer journey. Bespoke reporting for key areas of the business were created to allow the management team to monitor and act on outcomes. Workflows were created to manage all stages of the business process.

The result

Since the implantation of the Lunar CRM the client has seem marked improvement in the performance of the business across the board. The MI reporting suite identified areas of the business where performance could be improved. New sales workflows have ensured that each new lead is worked to its fullest potential.

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