Lucinda is the team member everyone gets along with
Lucinda integrates seamlessly with leading broking systems to securely and effortlessly manage your business workflows end-to-end. See your clients in a single pane of glass from documents and opportunities through to policies, claims and renewals.
Lucinda is a stickler for everything being in its place.
Lucinda stores and manages all your client documents in your SharePoint, so you can enjoy Microsoft’s enterprise-grade security, reliability and compliance features straight out of the box.
Nothing escapes Lucinda’s attention.
Manage and track renewals with ease – assign tasks, prepare and track quotes, log every action for compliance. Never miss a renewal again.
Meet your new Marketing manager.
Lucinda is your savvy marketing guru. A fully integrated marketing module sends dynamic targeted customer emails, manages campaigns and provides detailed insights into effectiveness, so you can have total confidence in your marketing ROI
Lucinda has a knack for sales. At the click of a finger, well mouse click, she’ll manage your lead and on-sell opportunities effortlessly, track your client email communications, integrate with your website leads and access your sales pipeline. If only your local Barista was that easy to deal with.