Monday.com customization for an insurance agency
About The Company:
Our client is a prominent life insurance company that specializes in offering comprehensive life insurance policies. They are seeking to streamline their sales process and enhance customer engagement. Their business spans across continents.
Customer Challenges:
The company adopted monday.com as its primary CRM to effectively manage sales, claims, and disputes. However, the company realized that its existing setup lacked essential features and automation to meet its growing needs.
The client faced several operational challenges:
- Limited System Efficiency: The current monday.com setup needed to have the necessary automations to simplify workflows, leading to inefficiencies in managing leads and sales processes.
- Communication Gaps: There was no integration for email marketing or SMS communication, making it difficult to maintain consistent follow-ups with potential and existing customers.
- Claims and Dispute Management: Managing claims and dispute processes was manual and time-consuming, resulting in delays and lower customer satisfaction.
- Scalability Issues: As the business grew, the limitations of the current system became more pronounced, impacting the scalability and overall user experience.
Solutions:
The life insurance company partnered with us to optimize and enhance their system. We deployed the following custom solutions:
- Advanced Automations: Custom automations were added to streamline lead tracking, sales pipeline management, and follow-up processes.
- Integration of Communication Tools: Email marketing and SMS communication features were integrated directly into monday.com, enabling timely updates and personalized follow-ups.
- Claim and Dispute Management Boards: Dedicated boards were created for managing claims and disputes, complete with automated status updates, reminders, and notifications to keep the team on track.
- Dashboard Customization: Custom dashboards were built to provide insights into sales performance, claim statuses, and team productivity, helping managers make informed decisions.
Customization Steps:
We created custom automations, steps were:
Clicked in Automate in the top right corner. From there, we select Add custom automation.
The next step in building the automation is to define the trigger. We do this by clicking on "When this happens" and choosing a trigger from the dropdown menu. Once we’ve selected the trigger, we move on to setting a condition based on the trigger we picked.
With the trigger and condition in place, it’s time to define the action. We select the grey field titled "Then do this" and choose an action there. After selecting the action, we customize it further by clicking on the underlined field to specify the details of what will happen.
Finally, we clicked on the Create Automation button colored blue to finish the setup. With such a process we created all necessary automations.
Results:
The implementation of advanced features and automations brought measurable improvements:
- Enhanced Efficiency: Automating repetitive tasks reduced manual efforts and saved significant time across teams.
- Improved Communication: The integration of email and SMS tools ensured timely follow-ups, resulting in a 20% increase in customer engagement.
- Streamlined Claim Management: The dedicated boards simplified the tracking and resolution of claims and disputes, improving resolution times by 30%.
- Scalable System: The enhanced monday.com setup provided a scalable platform that could adapt to future growth.
Technology and Tools Used:
Monday.com
Final Words:
The life insurance company successfully transformed its monday.com system into a powerful CRM tool tailored to its unique needs. The implementation not only streamlined operations but also improved customer experiences and team productivity. This case highlights the expertise of CloudCache Consulting in leveraging monday.com’s full potential through customization and expert intervention. See what our clients' say about us on Fiverr.
