1. Lunar CRM
Life Insurance Processing Solutions
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2. Who Are Lunar Media?
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

3. Why Lunar CRM?
A hassle free approach to business improvement
 Cloud based system
Lunar
 Improved operational efficiency CRM
 No wasteful IT equipment
 Enhanced operational control
 Fully managed service
 Extensive MI

4. What is the 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.

5. The Lunar Insurance 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

6. 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

7. Workflows
The Lunar CRM workflows allow you to:
 Manage each lead effectively
 Keep on top of tasks and actions
 Allocate staff resource
 Monitor staff workloads

8. Call Centre Functionality
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

9. Sales Team Case Management
Information where you need it:
 Record all client contact
 Automated case notes
 Identify all outstanding actions
 View and update case details
 View linked policies

10. Quoting with Avelo Exchange
Integrated Avelo Exchange Quoting Engine
 Whole of market insurance panel
 Instant quoting
 Full policy details with commission
 Integrated policy documentation
 Direct integration with Insurer

11. Integrated Letter and Email Templates
Always say the right thing:
 Professional and accurate
 Pre-populated emails and letters
 Attach policy documents
 Store scanned documents
 Full correspondence history

12. Commission Reporting
Track all your commissions:
 Breakdown commissions by lead supplier
 Identify due monies
 Identify claw back trends

13. Support Services
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

14. Safe & Secure
We take your business seriously:
 Secure dedicated server
 Daily backups
 Disaster recovery provisions
 Strict system availability SLA’s

15. What do our clients say ?
“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

16. Want to know more?
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
Lunar Media Ltd. The Meridian, 4 Copthall House, Station Square, Coventry, CV1 2FL. Company Number: 06751854