90% of your revenue renews every year — but renewals don’t manage themselves. Your AMS tracks policies. It can’t automate the 120-day renewal workflow, identify cross-sell opportunities, or show you which producers are hitting targets. monday.com is the pipeline and automation layer that turns your book into a growth engine.
Sound familiar?
Top-tier agencies retain at 93%. The average sits at 84%. That 9-point gap compounds into hundreds of thousands in lost revenue — and most of it is recoverable with better systems.
Your AMS generates expiration lists. But nobody can see where each renewal stands, who’s working it, or whether outreach happened. 67% of businesses start renewals fewer than 30 days out — leaving 20–30% in premium savings on the table.
Relationship notes, underwriter contacts, client nuances — all in personal email and memory. Customer acquisition cost is 75–100% of first year’s revenue. Every departure is a revenue catastrophe.
Single-policy clients retain at 77%. Multi-policy clients retain at 85%+. But your AMS can’t identify who’s underinsured or trigger a cross-sell campaign. That analysis lives in Excel — if it happens at all.
“Which commercial accounts over $25K are renewing next quarter?” Your ops manager spends a full day exporting and pivoting data for answers that should be one click. That’s time not spent on revenue-generating work.
What becomes possible
MarshBerry’s Best Practices agencies achieve $300K+ revenue per employee. The difference isn’t more people — it’s pipeline discipline, automated renewals, and cross-sell visibility. monday.com gives your agency the same operational leverage.
Automated outreach at 120, 90, 60, and 30 days. Pipeline showing every renewal’s status, assigned producer, and remarket/stay decision — without anyone checking a spreadsheet. Your team focuses on clients, not calendar reminders.
Instantly identify single-policy clients, coverage gaps by industry, and accounts ready for a cross-sell conversation. Turn your existing book into new revenue — without spending a penny on lead generation.
Producer dashboards showing new business pipeline, retention rates, activity volume, and revenue per account — updated live. Make resourcing decisions from data, not gut feel.
How it works
Every workflow below is built during your implementation — configured to match your lines of business, carrier panel, and team structure. Your AMS stays untouched.
Challenge
Renewal outreach is manual and often too late
monday.com solution
Automated triggers at 120/90/60/30 days with producer assignment, task creation, and escalation if a renewal stalls. Hours of spreadsheet checking eliminated.
AutomationsChallenge
Cross-sell revenue sitting untapped in your book
monday.com solution
Automated identification of single-policy clients and coverage gaps by industry. Cross-sell campaigns trigger without manual analysis — new revenue from existing relationships.
DashboardsChallenge
No idea which producers are hitting targets until quarter-end
monday.com solution
Live dashboards tracking pipeline, win rates, retention, and activity by producer. Identify coaching opportunities and top performers in real time.
DashboardsChallenge
Client knowledge locked in individual producers’ heads
monday.com solution
Shared client boards with relationship history, carrier contacts, risk notes, and communication logs. Onboard new producers in days, not months.
Connected BoardsChallenge
Claims follow-up is inconsistent and reactive
monday.com solution
Automated weekly follow-ups, client update triggers, and escalation for stalled claims. Better advocacy = stronger client relationships = higher retention.
AutomationsChallenge
Reporting takes a full day of exporting and pivoting
monday.com solution
Cross-board dashboards showing revenue at risk by carrier, renewal month, premium band, and producer — live, always current, one click.
DashboardsCompare the cost
monday.com delivers the CRM layer your AMS can’t provide — at independent agency pricing, not enterprise cost.
| Platform | Price | Key Details |
|---|---|---|
| monday.com CRM Pro | $28/user/mo | Full CRM + renewal automation + dashboards in one platform |
| AgencyZoom | $75–150/user/mo | Insurance-specific but limited pipeline customisation |
| HubSpot Professional | $90/user/mo | 2-pipeline limit on Starter; no insurance data model |
| Salesforce Pro Suite | $100/user/mo | $25K+ implementation; ongoing admin costs |
| Salesforce Financial Services | $325/user/mo | Built for carriers and nationals, not independent agencies |
Full CRM + renewal automation + dashboards in one platform
Insurance-specific but limited pipeline customisation
2-pipeline limit on Starter; no insurance data model
$25K+ implementation; ongoing admin costs
Built for carriers and nationals, not independent agencies
Prices approximate as of March 2026. Contact vendors for current pricing.
Our Services
Specialist monday.com services for insurance firms.
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Common Questions
Answers to the questions we hear most from firms like yours.
Book a brokerage-specific walkthrough. We’ll map your renewal workflow, show you the automation triggers, and build a sample pipeline using your actual lines of business.