The smart Cloud based workflow and CRM solution for brokers.
ENQUIRE TODAY
Everything in one place.
The smart Cloud based workflow and CRM solution for brokers.
ENQUIRE TODAY
Come and meet Lucinda.
Documentation
Documentation
Workflow
Activities
Marketing
Marketing
Sales
Sales
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, claims and new business with ease – assign tasks, prepare and track quotes, log every action for compliance. Never miss a beat in your company.
Meet your new Marketing manager.
Lucinda is your savvy marketing guru. A fully integrated marketing module sends targeted customer emails and SMS notifications so you can contact your customers how you want, when you want.
Sales management
New business has never been so easy. Manage your lead and on-sell opportunities effortlessly, track your client email communications, integrate with your website leads 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.
