Home Insurance

lead management crm

The brief

Our client was struggling to running a Call Centre and Sales operation from an Excel spread sheet. During the sales process they would manually rekey the clients details onto multiple home insurance systems to find the best quote.

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The solution

The Lunar Team worked closely with the business to understand their end to end process. We then partnered with Payment Shield to provide a fully integrated quoting engine inside of the CRM. This was coupled with a multi-tiered CRM system that enabled the Call Centre, Sales and Admin staff to work alongside one another on the same system.

The result

The business have grown into a successful Home Insurance company. They have streamlined their operation and saved a great deal of money. Growth has been established without the need for additional staff. They are now looking at additional product lines to enhance their brand.

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