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Nuno Godinho,
CIO at Velv
Luca Pope,
Global Client Solutions Manager at Black Mountain
Kyle Dorman,
Department Manager - Operations, Ray White
Tailored to your teams' needs
monday work management
monday sales CRM
monday campaigns
monday dev
monday service
Move deals faster with the most intuitive CRM - powered by AI and code-free automations.
Boost efficiency with AI-powered automations in insurance CRM, streamlining claims, policy management, and customer communication.
Spend less time updating, more time selling
Automate data entry, reminders, and deal progression so reps stay focused.
Full pipeline visibility
Sales managers and reps can see deal stages, activities, blockers, and revenue forecasts at a glance.
Custom workflows that match your sales process
Whether you're using inbound, outbound, or account-based selling â tailor every step to your team.
Never miss a follow-up
Get smart notifications powered by AI that tell you exactly who to contact and when.
Centralized Customer Data
All client information, policies, and interactions are stored in one hub for easy access and management.
Automated Routine Tasks
Automate follow-ups and data entry so agents spend more time helping clients, less on manual work.
Customizable Workflows
Flexible tools let insurance teams build processes and reports that fit their unique needs.
Streamlined Communication
Keep all emails, notes, and updates in one place so teams never miss a lead or client request.
Most CRMs lack the flexibility, automation, and compliance support needed to handle the insurance industryâs complex, non-linear workflows and regulations, often resulting in data silos and inefficient, error-prone processes.
âI spend more time updating the CRM than selling.â
âOur CRM doesnât remind me who to follow up with or when.â
âI can't see where deals are getting stuck or why.â
âSales and marketing arenât aligned - I donât know which leads are worth my time.â
Our CRM just canât handle the constant back-and-forth of claims and policy changes.
I waste hours re-entering information because the system doesnât automate our unique workflows.
We struggle with compliance because our CRM doesnât track all required steps or documentation.
Itâs nearly impossible to get a full view of client interactions across channels with our current setup.
Boost efficiency with AI-powered automations in insurance CRM, streamlining claims, policy management, and customer communication.
Teams in the insurance industry use monday CRM to streamline client management, automate processes, and centralize sales activities for improved productivity and customer service.
Centralized Customer Records
Keep all client information, policy details, and communication history organized in one place for easy access and efficient service.
Automated Workflow Processes
Automate repetitive tasks such as follow-up reminders and policy renewals to save time and reduce manual errors.
Sales Pipeline Tracking
Visually track leads, opportunities, and deals through every stage, helping agents manage progress and forecast performance.
Customizable Integrations
Integrate with over 70 tools and customize workflows to fit specific insurance processes, ensuring seamless data flow and collaboration.
Advanced Reporting & Insights
Generate real-time reports and dashboards, enabling data-driven decisions to identify trends and optimize client engagement.
Collaboration with Partners
Easily collaborate with internal teams and external partners on a single platform to resolve client inquiries and manage complex cases.
Everything integrated
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every integration you can imagine
Many roles. One CRM.
Business owners
Categorize bugs automatically
Business owners
Manage your entire sales cycle, track client communication, and connect your projects, marketing activities and much more with a CRM thatâs easy to use.
Sales leaders
Quickly identify trends and opportunities
Sales leaders
Give your sales team a platform theyâd actually want to use, and get a full overview of their sales performance so you can make faster and better-informed decisions.
Sales teams
Hit your goals faster
Sales teams
Spend less time updating information in your CRM and more time out in the field selling. monday CRM automates and optimizes your work, simplifying the admin jobs you canât stand.
Account managers
Retain customers, beat the churn
Account managers
Easily reference past client communication, monitor account health, and manage client projects with a CRM that empowers you to grow relationships that last.
IT & Ops
Increase efficiency, decrease complexity
IT & Ops
Use one central platform to help your sales team be more productive. Consolidate your tech stack or integrate with your favorite tools â either way, do your thing.
Talk to an expert for enterprise solutions
Manage and control your entire go-to-market cycle from pre-to-post sales â in one place, and benefit from:
- Premium implementation
- Enterprise-grade security
- Advanced permissions
- 24/7 premium support
Talk to sales
Speed up your sales with AI
Call & timeline summaries
Get the short & sweet of it
Whether itâs summarizing a Zoom call or a contactâs activity history, AI generates and logs key details in every timeline.
Get Started
Email composition
Let AI do the heavy writing
Keep it consistent, clear, and personal with context-specific AI email composition to boost engagement.
Get Started
SDR assistant & autofill fields
Take the âsearchâ out of âresearchâ
When new leads come in, AI generates info like an incoming request summary, company details, and even suggested discovery questions.
Get Started
PDF data extraction
All details, â¨no digging
Skim pages in a click with AI that extracts info like contract terms or invoice details directly from PDF documents to shorten turnaround time.
Get Started
Sentiment analysis
Get the bottom line up front
See if a contact is feeling positive, negative, or neutral so you know how to prioritize and approach them.
Get Started
Loved by teams and organizations
Intuitive customization
Flexible yet standardized
Easily build any workflows that match your requirements with a no-code, drag-and-drop interface.
6,970
hours saved per month
Chris Funk
Senior Director of Product Innovation
âIt's customizable to your needs. It's like water. Itâll take its shape and wrap around whatever you need it to do.â
Designed with everyone in mind
People love to use it
Onboard your entire organization to an intuitive platform they will love from the first click.
Tom Mitchell
Digital Business Change Manager
âWe have digital operations managers who have never touched a capital spreadsheet in their lives, and they absolutely love this. But they look at this and say, âThis is so easy.ââ
Smooth cross-org adoption
Fast time to value
Gain instant value with a platform that is quick to implement and easy to learn.
Anastasia Blaylock
Director of Treasury Management
"Everyone onboarded really, really fast. It's like an iPhone in a way in that you just know how and what you want to do next.â
Intuitive customization
Alignment at every level
Break down siloes with centralized cross-team communication that aligns goals with execution.
6,970
hours saved per month
Sarah Pharr
AVP Marketing
âSince adopting monday.com, our global marketing department has seen a 40% improvement in cross-team collaboration for successful end-to-end campaign planning and execution.â
Nuno Godinho,
CIO at Velv.
Luca Pope,
Global Client Solutions Manager at Black Mountain.
Kyle Dorman,
Department Manager - Operations, Ray White
Resources to hit your goals
The bottom line
Get the unfiltered scoop from sales leaders about how to tackle major challenges with care.
Whatâs new
Be the first to get the latest on the newest features and updates weâre rolling out on monday CRM.
monday CRM blog
Get the most out of monday CRMâ¨to improve efficiency at every stage of the customer journey.
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Enter the wonderful world of monday CRM. Get sales tips, to product updates, and more.
Frequently ask question
How can monday CRM help my insurance agency manage client information?
monday CRM keeps all your client details, communication history, and notes in one easy-to-access place so you never lose track of a conversation or request.
Can monday CRM track my leads and sales pipeline in insurance?
Yes, you can visualize each leadâs stage, prioritize follow-ups, and monitor every policy opportunity from initial contact to closing the deal.
Does monday CRM automate reminders for policy renewals?
monday CRM can automatically alert you when a clientâs policy is up for renewal, making it simple to stay proactive and retain business.
How does monday CRM help with policy management and cross-selling?
You can track existing policies, spot renewal dates, and identify cross-sell or up-sell opportunities using custom dashboards and filters.
Is it possible to import insurance leads from different sources into monday CRM?
monday CRM allows you to pull leads from web forms, spreadsheets, and social media, ensuring all your prospects are managed in one central place.
Can I generate reports to track agent performance or sales trends with monday CRM?
You can quickly create reports and dashboards to analyze sales performance, monitor team activities, and forecast future growth.
Will monday CRM help improve communication with insurance clients?
With built-in tools for logging calls, emails, and meetings plus instant notifications, you can streamline your communication and respond faster to client needs.
