90% of brokerage revenue renews every year. Your AMS tracks policies — but it can’t track relationships, pipeline, or the renewal workflows that protect that revenue. monday.com is the CRM layer your broker management system was never built to provide.
Sound familiar?
The difference between 84% retention and 93% retention compounds into hundreds of thousands in revenue. These are the gaps your AMS can’t close.
Your AMS generates expiration lists. It can’t show where each renewal stands, who’s working it, or whether the 120-day outreach actually happened. 67% of businesses start renewals fewer than 30 days out — losing 20–30% in premium savings.
Relationship notes, underwriter contacts, client nuances — all in personal email and memory. Customer acquisition cost is 75–100% of first year’s revenue. Every departure is a revenue catastrophe.
Single-policy clients retain at 77%. Multi-policy clients retain at 85%+. But your AMS can’t identify who’s underinsured or trigger a cross-sell campaign. That analysis lives in Excel — if it happens at all.
“Which commercial accounts over $25K are renewing with Travelers next quarter?” Every quarter-end, your ops manager spends a full day exporting to Excel just to get basic answers.
What becomes possible
Marsh McLennan, Aon, and Gallagher invest six figures in Salesforce for exactly these capabilities. monday.com delivers the same structural infrastructure at independent agency pricing.
Date-triggered automations at 120, 90, 60, and 30 days. Kanban pipeline showing every renewal’s status, assigned producer, and remarket/stay decision. No more expiration lists in Excel.
Connected boards linking clients → policies → renewals → claims → communications. The same “client 360” that Marsh McLennan built on Salesforce — at a fraction of the cost.
Real-time tracking of new business, retention rates, cross-sell ratios, and pipeline velocity. MarshBerry’s Best Practices firms achieve $300K+ revenue per employee — pipeline discipline is how.
How it works
Every workflow below is built during your implementation — configured to match your lines of business, carrier panel, and team structure. Your AMS stays untouched.
Challenge
Renewal pipeline with no visibility on status or ownership
monday.com solution
Kanban pipeline with date-triggered stage gates at 120/90/60/30 days. Automated producer assignment and escalation if a renewal stalls.
AutomationsChallenge
No cross-sell identification for single-policy clients
monday.com solution
Board analysis identifying coverage gaps by industry and existing policies. Automated cross-sell outreach for underinsured accounts.
DashboardsChallenge
Producer activity invisible to principals
monday.com solution
Dashboards tracking new business pipeline, win rates, retention by producer, and activity volume. Real-time, not quarterly Excel exports.
DashboardsChallenge
Institutional knowledge in producers’ heads and email
monday.com solution
Shared client boards with relationship history, carrier contacts, risk notes, and communication logs. When someone leaves, the knowledge stays.
Connected BoardsChallenge
Claims advocacy falling through the cracks
monday.com solution
Claims tracking board with automated weekly follow-up reminders, client update triggers, and escalation for stalled claims.
AutomationsChallenge
Strategic reporting requires a day of Excel exports
monday.com solution
Cross-board dashboards showing revenue at risk by carrier, renewal month, premium band, and producer — updated in real time.
DashboardsCompare the cost
monday.com delivers the CRM layer your AMS can’t provide — at independent agency pricing, not enterprise cost.
| Platform | Price | Key Details |
|---|---|---|
| monday.com CRM Pro | $28/user/mo | Full CRM + renewal automation + dashboards in one platform |
| AgencyZoom | $75–150/user/mo | Insurance-specific but limited pipeline customisation |
| HubSpot Professional | $90/user/mo | 2-pipeline limit on Starter; no insurance data model |
| Salesforce Pro Suite | $100/user/mo | $25K+ implementation; ongoing admin costs |
| Salesforce Financial Services | $325/user/mo | Built for carriers and nationals, not independent agencies |
Full CRM + renewal automation + dashboards in one platform
Insurance-specific but limited pipeline customisation
2-pipeline limit on Starter; no insurance data model
$25K+ implementation; ongoing admin costs
Built for carriers and nationals, not independent agencies
Prices approximate as of March 2026. Contact vendors for current pricing.
Our Services
Specialist monday.com services for insurance firms.
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Common Questions
Answers to the questions we hear most from firms like yours.
Book a brokerage-specific walkthrough. We’ll map your renewal workflow, show you the automation triggers, and build a sample pipeline using your actual lines of business.