CRM, documents and workflow, built on your own Microsoft 365. Your data, your tenant, your rules.
BOOK A DEMO
The broking platform you own.
CRM, documents and workflow, built on your own Microsoft 365. Your data, your tenant, your rules.
BOOK A DEMO
Come and meet Lucinda.
Documentation
Documentation
Workflow & tasks
Workflow & tasks
Client portal & forms
Client portal & forms
Sales & marketing
Sales & marketing
Come and meet Lucinda
Lucinda is the CRM, document and workflow platform that runs your whole brokerage from one screen. Your team on one side, your clients on the other, with every document, policy, claim and renewal in a single view. The difference is where it lives: inside your own Microsoft 365, so your data stays yours and the tools you already pay for start working harder.
A stickler for everything in its place.
Lucinda stores and manages every client document in your own SharePoint, inside your own Microsoft tenant. You get Microsoft's enterprise-grade security, reliability and compliance straight out of the box, and your data stays owned by you. Not us, not a platform you are renting and can't leave cleanly.
Nothing escapes Lucinda’s attention.
Renewals, claims and new business, tracked from first touch to done. Assign tasks, prepare and track quotes, and log every action for compliance. Never miss a beat in your business.
Create the digital experience your clients want
Lucinda offers and out of the box client portal experience, including the ability to self-serve key documents, view policies and track claims. Upgrade to our forms module and create a full end to end digital experience. No more PDFs!
Track your new business with ease
New business has never been so easy. Manage your lead and on-sell opportunities effortlessly, track your client email communications, integrate with your website forms and access your sales pipeline all in the same place.
What our clients say
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Lucinda has provided a tailored integrated CRM solution that has integrated 3 programs into 1. Helping our organisation optimise our data management, unique workflows, and reporting requirements. Working with the development team, has afforded the ability to ensure continuous improvement as our business evolves the specific needs to enhance the user experience and productive outcomes
Bruce
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Lucinda gives our team client management visibility across communications and transactions. The connectivity with our broking system makes both easily accessible and streamlines the day to day tasks. And it's intuitive to use.
Scott & Broad
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Lucinda seamlessly integrates client information, SharePoint (as our DMS) and workflow management with Insight whilst bolstering our claims management capabilities. The Lucinda team, with their insurance industry knowledge and experience, have offered us flexibility of customisations within the software.
