Certified monday.com developers specializing in CRM for insurance agents. Complete policy management, renewals, and claims tracking in one platform.

Insurance Agency CRM Built for How You Actually Work

At Elevate Operations, we build complete insurance CRM systems in monday.com. Whether you're an independent agent or managing a full agency, our monday.com insurance solution transforms how you handle policies, track renewals, process claims, and serve clients. We're certified monday.com partners who specialize exclusively in insurance agency CRM software.

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So What Makes Our Insurance CRM Different?

Unlike generic project management tools, our solution is built specifically for insurance workflows. It handles complete policy lifecycle management from quote to renewal, automates claims processing and tracking, provides compliance-ready documentation and reporting, and integrates seamlessly with your AMS and carrier systems.

Certified monday.com

Insurance Developers

We're certified monday.com partners who build insurance CRM systems exclusively. This means you get both deep monday.com platform expertise AND insurance industry knowledge.

Our Core Insurance Workflows

1. Prospect & Lead Management: Track prospects from first contact through quote and conversion. Automated follow-ups, quote comparison tools, and conversion analytics keep your pipeline moving. Perfect for insurance agents managing multiple leads across different product lines.

2. Policy Management & Servicing: Complete policy database with carrier information, coverage details, premium tracking, and document storage. Automated service requests, endorsement tracking, and policy change workflows ensure nothing gets missed.

3. Renewal Management: Automated 90/60/30-day renewal alerts, renewal packet generation, and lapse prevention workflows. Our insurance CRM ensures every policy gets renewed on time with proper documentation.

4. Claims Processing: Streamlined claims intake, carrier notification automation, status tracking, and client communication workflows. Reduce claims processing time while maintaining complete documentation for compliance.

5. Commission Tracking: Reconcile carrier statements, track commissions by policy, identify commission discrepancies, and generate agent compensation reports. Essential for insurance agencies managing complex commission structures.

6. Compliance & Documentation: Automated E&O documentation, compliance checklists, audit trail maintenance, and regulatory reporting. Our insurance operations automation ensures you're always audit-ready.