Lunar Crm Insurance Solutions V2
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Transcript of Lunar Crm Insurance Solutions V2
Lunar CRM Life Insurance Processing Solutions
Reach for the Sky
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We are a specialist CRM company providing process improvement solutions for Small and Medium Enterprises:
Dedicated and passionate about success
Well known and respected individuals
Proven track record
Wealth of experience
B2B Company
Corporate Success
Who Are Lunar Media?
A hassle free approach to business improvement
Cloud based system
Improved operational efficiency
No wasteful IT equipment
Enhanced operational control
Fully managed service
Extensive MI
Why Lunar CRM?
Lunar CRM
The Lunar Customer Relationship Management System (CRM) is a highly configurable web based system.
Lunar Media specialises in
providing customisable CRM’s
to SME’s in the Finance sector.
What is the Lunar CRM?
The Lunar Insurance CRM can be tailored to fit your business
Detailed reporting
Workflow management
Call centre scripting / click to dial / dialler rules
Linked Cases summaries and actions
Integrated with Avelo Exchange for live quotes
Commission reports
The Lunar Insurance CRM
Report Builder
The Lunar CRM report builder allow you to:
Compare lead suppliers performance
Manage lead outcomes
Manage staff performance
Review case histories
Resource plan for leads and staff
The Lunar CRM workflows allow you to:
Manage each lead effectively
Keep on top of tasks and actions
Allocate staff resource
Monitor staff workloads
Workflows
All the features of a dialler, without the expense!
Rule driven workflows
Leads are dialled in the order you want
Managed call back system
Click to Dial option
Staff workload and performance monitoring
Call Centre Functionality
Information where you need it:
Record all client contact
Automated case notes
Identify all outstanding actions
View and update case details
View linked policies
Sales Team Case Management
Integrated Avelo Exchange Quoting Engine
Whole of market insurance panel
Instant quoting
Full policy details with commission
Integrated policy documentation
Direct integration with Insurer
Quoting with Avelo Exchange
Always say the right thing:
Professional and accurate
Pre-populated emails and letters
Attach policy documents
Store scanned documents
Full correspondence history
Integrated Letter and Email Templates
Track all your commissions:
Breakdown commissions by lead supplier
Identify due monies
Identify claw back trends
Commission Reporting
At Lunar media we understand the need for support. We’re there when you need us:
A central 24hr contact point
Clearly defined support SLA’s
Proactive system monitoring
System fixes with minimal disruption
Support Services
Safe & Secure
We take your business seriously:
Secure dedicated server
Daily backups
Disaster recovery provisions
Strict system availability SLA’s
“We have been using the Lunar Media CRM for over 18 months to great effect. The granular detail provided by the reporting has enabled us to understand every
area of the business enabling us to streamline our sales process, drive efficiencies and ultimately improve conversion rates. The workflow and lead management module has turned the business around not just with internal
metrics but with the improved levels of customer service..”
A Fisher, Director Sensible Financial Solutions Ltd
What do our clients say ?
Want to know more?
Lunar Media Ltd. The Meridian, 4 Copthall House, Station Square, Coventry, CV1 2FL. Company Number: 06751854
If you want to see how a Lunar CRM can save your business time and money?
Call Us: 0800 644 0654
Email Us: [email protected]
Visit Our Website: www.lunarmedia.co.uk