improve your insurance agency with monday.com.

At Elevate Operations, we help businesses streamline operations through custom-built monday.com systems and deep industry-specific expertise. Our solutions are purposefully designed to support workflow optimization, reduce operational risks, and drive efficiency across every function of your organization.

Whether you're overseeing complex projects, managing day-to-day workflows, or coordinating cross-functional teams, we equip you with the monday.com tools, training, and strategic support needed to help your business run smarter and more efficiently.

With Elevate Operations, you get more than a template—you get a scalable solution built for your business’s unique needs. Let us help you unlock the full power of monday.com through tailored workflow optimization that delivers real results.


Solutions impactful for all use cases

Elevate Operations assists insurance agencies with coverage requests.
Elevate Operations assists insurance agencies with customer relations.
Elevate Operations assists insurance agencies with proposals.
Elevate Operations assists insurance agencies with renewals.
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Basic Overview

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We provide custom made templates and systems to ensure your processes carry out as smoothly as possible

monday.com deals board with integration compatability.
Business lead management software dashboard showing sections for new leads and qualified leads with contact details and status updates, along with a tooltip explaining status change from 'Qualified' to 'Qualified' and role assignment as 'Owner'.
Screenshot of a contact management software showing primary contacts with their names, roles, companies, and deal information. The right side displays a mobile app interface with a profile picture and recent communication activities including meeting, email, call, and task details.

Learn more about our services

Elevate Ops Services

monday.com integrates with hundreds of different platforms

monday.com integrations

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