Lucinda is a cloud-native client, document and workflow management platform (CRM, DMS and workflow) built for insurance brokers. It integrates with leading industry broking systems and with Microsoft 365, giving your staff and your customers a single pane of glass.
Lucinda is built by 3rdmill, a technology company founded in 1997 and working with insurance brokers since 1998. Our highly skilled, onshore engineering and development team delivers technology solutions for the insurance industry within the Microsoft tools you already use.
We start with the problems brokers face every day, then fix them.
Legacy DMS tools aren’t built for the cloud. They get in the way of collaboration (no real-time co-editing, version-control problems), productivity (reliance on VPNs), integration with cloud and AI tools, security (SSO, MFA) and scalability.
Many brokers track renewals in spreadsheets. That means more admin, a higher risk of human error, late renewal notices and compliance risk.
Customer data is scattered across CRM, DMS and email, leading to fragmented information, slower decisions, missed cross-sell and upsell opportunities and weaker audit trails.
Traditional broking systems have limited claim fields, which means manual tracking, slower resolution and a poorer customer experience at the “moment of truth”.