Lunar CRM Life Insurance Processing Solutions

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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: info@lunarmedia.co.uk

Visit Our Website: www.lunarmedia.co.uk