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
- Fully Compliant
- Quality reporting suite
Testimonials
" From day 1 Lunar CRM was there for my business and possibly saved us! The previous customer relations management we tried to work with was a nightmare. The Lunar team got us back on track! "
" Before I tried Lunar CRM, I didn't know what a CRM was. I mean I recorded potential customers and prospects but I didn't know the value of this different information until I tried Lunar CRM. A friend recommended it to me and I must say, what a difference it has made to my business. I will never go back! "
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