Book of Business
One place for every policy in your book.
If your team opens three different systems to find a carrier name, the system is broken. Book a free discovery call and we will show you what a clean, connected policy book looks like in monday.com.
Full book of business in one board
Zero duplicate records after build
<10 seconds to find any policy
Does this sound like you?
We hear this from agencies every week
If any of these feel familiar, the system is broken, but fixable.
What the system looks like
The monday.com boards we build for this
Each board solves a specific problem in your policy renewals workflow.
The Problem
Your policy data is split across too many places.
When policies live in portals, spreadsheets, and email, no one fully trusts any of them.
Each client record holds all their policies as linked sub-items
Carrier, premium, effective date, and expiration visible without clicking into anything
Status standardized across active, pending, lapsing, and cancelled for all staff
Gives leadership a live summary of the full book including active policies, expiring soon, and premium volume by carrier.
Each client is a contact. Sub-items hold every policy they own with carrier, premium, dates, and status in one row.
The Visibility
Leadership needs answers without asking anyone.
A live dashboard means the question is already answered before it gets asked.
Total active policies, expiring soon, and premium by carrier all visible at once
No spreadsheet exports, no asking producers, no delayed reporting
Updated automatically as the board changes
The Transformation
Before and after working with Elevate
Real outcomes from agencies we've worked with.
Ready to fix your policy renewals system?
Start with the discovery call. Free, 30 minutes, and you will leave knowing exactly what is broken.