New Business Development
A pipeline your producers will actually use.
Most producer CRMs are either too complicated or too empty to trust. Book a free discovery call and we will show you what a clean new business pipeline looks like built for insurance in monday CRM.
Full pipeline visibility
Automated follow-up
Zero deals without a next action
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 producers have no shared pipeline.
When every rep manages their own list, there is no visibility, no consistency, and no accountability.
Stages match how insurance producers actually sell: New Lead, Quoted, Follow-up, Bind Pending, Won, Lost
Each producer sees a personal filtered view showing only their deals
Deals that sit too long automatically remind the assigned producer
Captures all prospects before qualification and automatically moves them into the Deals pipeline when ready, with no manual transfer.
Each new business opportunity is a deal moving through stages that match your real sales process, visible to every producer and to leadership.
The Top of Funnel
Prospects need a home before they become deals.
Without a Leads board, referrals and inbound inquiries land in email and disappear.
Captures every prospect before they are qualified and assigned
Automations move qualified leads into the Deals pipeline automatically
Nothing is manually copied and no lead gets lost between systems
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.