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THE INSURANCE WORKSPACE, RECONSIDERED.

Your book.
Your next
move.

Behind every policy, a person.
Behind every next move, the whole picture.

Join early access Explore the workspace

In development · Target launch: January 2027

01 / THE CONNECTION
ELENA RIVERA / SAMPLE CLIENT

A conversation worth remembering.

LESS FRICTION. MORE CONTINUITY.Discover a more connected way to work ↓
A PLACE FOR THE WHOLE RELATIONSHIP.

Not another tab.
A different perspective.

Client history, coverage, and follow-through.
Designed to stay in the same conversation.

Product preview · illustrative records Lunaro CRM
Relationships / Elena Rivera
THE FULL PICTURE

Good relationships.
Nothing lost between them.

Add activity
ER

Elena Rivera

Client · Sample record
Active
OverviewActivityPolicies 2Notes
CLIENT DETAILS
Email
elena@example.invalid
Phone
Not provided
Assigned agent
Sample agent
MedicareAnnual review
CONNECTED POLICY
Medicare AdvantageSample plan · Recorded active
Next renewalJan 01, 2027
RELATIONSHIP TIMELINEView all ↗
Preferences, kept with the client.Notes from the last coverage conversation.
Today
Policy added to the relationshipPlan details and renewal context in one place.
Oct 12
YOUR NEXT CONVERSATIONAnnual coverage reviewElena Rivera · Today, 10:30 AM
POLICY CONTEXT
Connected to the client.
ERElena RiveraMedicare AdvantageActive
CLIENT → POLICY → NEXT STEP
Product illustration · not a live account
Designed for the way insurance relationships work.Illustrative workspace / Sample records
RELATIONSHIPSOPPORTUNITIESPOLICIESCOMMISSIONS
THE WORK, CONNECTED

One relationship.
A clearer way forward.

From the first conversation to the next renewal.

Explore the workflow · sample records Lunaro CRM
01 / THE RELATIONSHIPS VIEW

The relationship comes first.

ER

Elena Rivera

Client · Sample record
Active
OverviewActivityPolicies 2Notes
CLIENT DETAILS
Email
elena@example.invalid
Phone
Not provided
Assigned agent
Sample agent
MedicareAnnual review
CONNECTED POLICY
Medicare AdvantageSample plan · Recorded active
Next renewalJan 01, 2027
RELATIONSHIP TIMELINEView all ↗
Preferences, kept with the client.Notes from the last coverage conversation.
Today
Policy added to the relationshipPlan details and renewal context in one place.
Oct 12
Interactive product illustration · no client dataOpen your actual workspace
BUILT AROUND YOUR BOOK

The details belong together.

01 / CONTINUITY

Context, not scattered tabs.

Keep the client’s history close to the work.

02 / VISIBILITY

A book with a next chapter.

See renewal context before the conversation.

LESS FRICTION. MORE CONTINUITY.

Make room for
your next move.

Join early access Create account
Already a member? Log in to the CRM

Pilot access, pricing, and integrations are still being finalized.