MONDAY.COM FOR INSURANCE AGENCIES · FREE SETUP RESOURCES

Stop losing clients to missed renewals. Get the system that tells you exactly where every client stands: 120, 90, 60, and 30 days out. Free.

Get automatic reminders at 120, 90, 60, and 30 days before every renewal, so you can tee up every client before they even think about shopping around.

Get the Free Insurance Templates Book a Free Consultation

32+ Insurance agencies set up on Monday

Platinum monday.com's highest partner tier

Pre-Built Insurance-specific templates, ready to go

WHAT YOU GET FREE

A complete insurance agency CRM, pre-built and free.

Insurance Agency Templates

Pre-built Monday.com boards designed specifically for independent insurance agencies. Client pipeline, renewal tracking, carrier management, and policy documentation. Not a blank slate. A working system, ready to customize.

Expert Setup Videos

Watch a Monday expert configure an insurance agency CRM from scratch. See exactly how renewal automations, client notifications, and pipeline stages are set up, then replicate it for your agency.

AI Customization Videos

How to use Claude to customize your Monday setup for your specific book of business. Carrier-specific fields, state-specific workflows, team-specific assignments. All configurable with AI assistance.

Free 1-Hour Consultation

Book a session with an Elevate expert who has worked with 32+ insurance agencies. We'll review your setup, configure your renewal notifications, and make sure nothing falls through.

THREE STEPS

Your renewal system, running in a day.

Start your free trial

Click the button to start your Monday.com free trial through our certified partner link. Takes 2 minutes. No credit card required.

Get the insurance templates

Your pre-built agency CRM is ready immediately: client profiles, renewal pipeline, carrier tracking, and automated notifications at 120, 90, 60, and 30 days.

Book your consultation

Schedule a free hour with an Elevate expert who knows insurance. We'll configure your specific renewal workflows and make sure your book of business is fully imported and tracked.

INSURANCE AGENCIES WE'VE BUILT FOR

32+ independent agencies.

Trigon Insurance Coastal Coverage Prosperity Life King Risk Partners Avant Insurance NFP Worksite Benefits Group Captive Resources Waypoint Underwriting Independent Health Agents Globe Life — Am. Income Colonial Life (SE Region) Goodville Mutual Casualty Telos Insurance + 18 more independent agencies

monday.com Platinum Partner

Advanced Delivery Partner

Insurance Vertical Specialist

WHY US

We built this specifically for insurance agencies.

Pre-built insurance system

We didn't adapt a generic template. We built a Monday.com CRM specifically for independent insurance agencies: renewal pipelines, carrier tracking, client notifications, and policy documentation, all pre-configured.

32+ agencies in production

This isn't our first insurance implementation. We've built and optimized Monday.com systems for 32+ independent agencies across the country, from solo brokers to regional firms.

Platinum Partner status

Elevate is one of Monday.com's highest-tier certified partners, which means the templates and system we give you are built to the highest standard Monday recognizes.

Your renewal system, not ours

The free trial and the templates are yours to keep. We're motivated to make sure it works for you because we earn a referral commission when you convert — not from the consultation.

QUESTIONS

Straight answers.

Monday.com isn't a replacement for your AMS. It's the CRM and renewal management layer on top of it. Most of our insurance clients use Monday alongside their AMS and find that renewal tracking and client communication are dramatically better as a result.

You set your renewal dates when you import your book of business. Monday.com automatically triggers notifications at 120, 90, 60, and 30 days before each renewal — to you, to assigned team members, or to any combination you configure. No manual tracking required.

The templates, videos, and consultation are free. Elevate earns a referral commission from Monday.com when your trial converts to a paid account. The trial itself is free. No credit card required to start.

With the templates we provide and a CSV export from your current system, most agencies have their book of business imported and renewal automations running within a day or two. The consultation helps you get this right the first time.

Stop letting renewals fall through.

Get the pre-built insurance agency CRM: renewal tracking, client pipeline, and automatic notifications. Free.

Get the Free Insurance Templates