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Insurance

Don’t lose revenue due to ineffective systems.

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.

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Works alongside your AMS, not a replacementOfficial monday.com partnerRuns on monday.com’s SOC 2 & ISO 27001 certified platform
90%
01 · INSURANCE
of brokerage revenue is renewal-based
9%
02 · INSURANCE
retention gap between average (84%) and top-tier (93%) agencies
$28
03 · INSURANCE
per user/month, not $100+ for Salesforce
2×
04 · INSURANCE
profit increase from a sustained 5% retention improvement
What becomes possible

Grow your book without growing your headcount

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.

  • Renewals that work themselvesAutomated outreach at 120, 90, 60, and 30 days. Pipeline showing every renewal’s status, assigned producer, and remarket/stay decision, all without anyone checking a spreadsheet. Your team focuses on clients, not calendar reminders.
  • Cross-sell opportunities you can actually seeInstantly 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.
  • Real-time visibility into what your team is doingProducer dashboards showing new business pipeline, retention rates, activity volume, and revenue per account, updated live. Make resourcing decisions from data, not gut feel.
Sound familiar?

The revenue you’re leaving on the table

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.

01 · RENEWALS ARE

Renewals are reactive, not proactive

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.

02 · WHEN A

When a producer leaves, the book walks out too

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.

03 · HALF YOUR

Half your clients hold only one policy

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.

04 · STRATEGIC DECISIONS

Strategic decisions require a day of Excel exports

“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.

How it works

Your brokerage workflows, solved in monday.com

Every workflow below is built during your implementation, configured to match your lines of business, carrier panel, and team structure. Your AMS stays untouched.

Workflow 01
Renewal outreach is manual and often too late
Automated triggers at 120/90/60/30 days with producer assignment, task creation, and escalation if a renewal stalls. Hours of spreadsheet checking eliminated.
Automations
Workflow 02
Cross-sell revenue sitting untapped in your book
Automated identification of single-policy clients and coverage gaps by industry. Cross-sell campaigns trigger without manual analysis, new revenue from existing relationships.
Dashboards
Workflow 03
No idea which producers are hitting targets until quarter-end
Live dashboards tracking pipeline, win rates, retention, and activity by producer. Identify coaching opportunities and top performers in real time.
Dashboards
Workflow 04
Client knowledge locked in individual producers’ heads
Shared client boards with relationship history, carrier contacts, risk notes, and communication logs. Onboard new producers in days, not months.
Connected Boards
Workflow 05
Claims follow-up is inconsistent and reactive
Automated weekly follow-ups, client update triggers, and escalation for stalled claims. Better advocacy = stronger client relationships = higher retention.
Automations
Workflow 06
Reporting takes a full day of exporting and pivoting
Cross-board dashboards showing revenue at risk by carrier, renewal month, premium band, and producer, live, always current, one click.
Dashboards
Compare the cost

Insurance CRM pricing for a 15-person brokerage

monday.com delivers the CRM layer your AMS can’t provide, at independent agency pricing, not enterprise cost.

PlatformPriceNotes
monday.com CRM Pro$28/user/moFull CRM + renewal automation + dashboards in one platform
AgencyZoom$75–150/user/moInsurance-specific but limited pipeline customisation
HubSpot Professional$90/user/mo2-pipeline limit on Starter; no insurance data model
Salesforce Pro Suite$100/user/mo$25K+ implementation; ongoing admin costs
Salesforce Financial Services$325/user/moBuilt for carriers and nationals, not independent agencies
Our services

How we help Insurance firms.

CRM & Workflow Design

Renewal pipeline and client lifecycle boards

Learn more →

Data Migration

Import client and policy data from any source

Learn more →

AI-Powered Automation

Automated renewal triggers and cross-sell workflows

Learn more →
Common questions

Honest answers from Insurance firms.

We already have Applied Epic / AMS360. Isn’t that enough?+
Your AMS is excellent at policy administration and carrier integration. It was never built for pipeline management, renewal workflows, or producer activity tracking. Even Applied Systems built “Applied Epic for Salesforce” because Epic’s native CRM was insufficient. monday.com fills that gap: it sits alongside your AMS, not instead of it.
Will our producers actually use it?+
Applied Epic reviews cite “excessive clicking” (130 G2 mentions). AMS360 users report needing 8 clicks to email a client. monday.com’s visual, drag-and-drop interface requires minimal training, automations handle the heavy lifting so producers spend seconds, not minutes, on each update. Higher adoption means better data, which means better decisions.
Can it handle multi-carrier quoting and comparison?+
Yes. Connected boards model the 3–7 competing quotes per opportunity that insurance requires. Each quote tracks premium, limits, deductibles, coverage form, and commission, with comparison dashboards replacing the spreadsheets your team currently juggles.
Does this replace our underwriting or policy admin systems?+
No. monday.com handles what your BMS explicitly cannot: visual pipeline management, automated renewal sequences, producer dashboards, cross-sell campaigns, and strategic reporting. Your AMS remains your system of record for policies and carrier integration.
Is monday.com secure enough for insurance data?+
Yes. The underlying monday.com platform holds SOC 1 Type II, SOC 2 Type II, ISO 27001, and HIPAA BAA on Standard plan and above, with AES-256 encryption at rest and TLS 1.3 in transit. monday.com also creates time-stamped audit trails of every client interaction, useful for E&O defence if a claim ever arises. See [trust.monday.com](https://trust.monday.com/) for current attestations. These certifications cover monday.com’s platform infrastructure for data inside monday.com; they do not cover MigrateToMonday’s own systems or data kept outside the platform.
How quickly will we see results?+
Most agencies see immediate impact from renewal pipeline visibility, renewals that were about to slip become visible on day one. Full configuration with cross-sell automation, claims tracking, and producer dashboards takes 3–6 weeks. Your AMS stays completely untouched throughout.

References

Sources and further reading

Independent and primary sources we draw on when scoping migrations and recommending platforms.

Free assessment

See your renewal pipeline in monday.com, in 20 minutes.

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.

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