Life Insurance CRM - Key Features
The Lunar CRM is a feature rich system, incorporating tools to help managers and staff alike.
Track every aspect of the Life Insurance application process. Great for advised and non-advised companies.
- Built-in quoting system
- Letters, text and emails templates
- Document storage
- Live lead delivery
- Suitability letters
- Workflow processes
- Dialler integration
- Quality reporting suite
Integrations
Quoting
Iress Exchange, Webline, UnderwriteMe, Solution Builder
Lead & Data Delivery
AdviserAI, Connex, MaxContact, Omnisign, Mapp, SaveOnLife, Leadstream
Click to Dial
Works with any telephony provider that supports standard browser dial commands. Talkdesk, Cloudcall and Windsor are commonly used, but the system isn't limited to these.
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