How to use MONDAY.COM in your INSURANCE AGENCY as a custom CRM! METRICS TO MEASURE| TRACKING

Why you need a CRM is to track and organize your client information and the lead-to-sale process. This helps to increase your closing ratio and client experience overall. Everyone is able to quickly view the data, analyze and make better and real-time decisions to enhance business results.
Here we show you behind the scenes, how we have used and customized our favorite system through MONDAY and what metrics you should be measuring in your insurance agency for success.
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[@843benefitsandhealthmarket7]

Thank you for all this guidance!

[@cassidyarbeli]

Glad it was helpful!

[@360dave1]

Very Helpful! Thank You

[@cassidyarbeli]

You're welcome!

[@arainalowery5808]

Wow. What a jammed packed video of info! So good Cassidy!

[@Ron-sr5ep]

Love ittt

[@imchrris]

Where do you upload docs for each client? And how can I divide that per year?

[@cassidyarbeli]

you can upload documents for each client by creating a file column or into the chat box. We currently upload our docs into our AMS system once they are a client and use Monday.com for a CRM to track the process untill they are a client and then to track our book of business better through color coding, statuses and in one easy to analyze view. In order to divide per year you will just want to make another board for the year and at the end of the year transfer the info into that board to seperate the years.

[@imchrris]

Wow thank you so much!! Which AMS do you use?

[@cassidyarbeli]

for our insurance business we use Ezlynx @@imchrris

[@imchrris]

@@cassidyarbeli appreciate it! Thanks so much for your help!