Sales Transformation – How Everything.Insure Increased Sales by 60% Using monday.com

Sales Transformation

Discover how Everything.Insure transformed its sales operations with monday.com, giving teams greater pipeline visibility, faster access to client information and automated follow-ups—contributing to 60% sales growth.

Download Case Study

Industry:

Insurance / Insurtech

Solution:

monday.com Implementation
Claims Workflow Automation
SLA Management
Operations Automation



The CRM Team

}

1 Sept, 2026



18 Mins Read

THE CHALLENGE

For sales teams in insurance, speed and visibility are everything.

Before monday.com, brokers often had to navigate multiple systems to locate lead information, client data, and quote documentation.
The process created unnecessary administrative work and reduced selling time.

THE SOLUTION

Everything.Insure implemented a dedicated sales management environment within monday.com, providing:

Centralized lead management
Automated follow-up reminders
Expiry date tracking
Real-time pipeline visibility
Integrated quote access
Leadership reporting dashboards

RESULTS AT A GLANCE

60% Sales Growth

Since implementation, the business has experienced:
60% growth in sales performance.

Shorter Sales Cycle

7-day reduction in average sales lifecycle.

Faster Access to Client Information

Search times reduced from:
• 3 minutes
• To just 15 seconds

Longer Customer Retention

Client lifetime improved by 6 months.

LEADERSHIP PERSPECTIVE

“The sales team and sales managers now have full visibility of all leads and where they sit in the sales lifecycle. There is now full transparency and immediate reporting to KPIs.”

KEY OUTCOME

Sales teams spend less time searching and more time selling.

PARTNER SPOTLIGHT: Why Everything.Insure Chose The CRM Team

Technology alone does not drive transformation. Successful adoption depends on having the right implementation and support partner.

For Everything.Insure, The CRM Team played a key role in ensuring ongoing support and optimization.

“To be honest, if I ever need anything, Jarad is always available. I recently added another group company to their own monday.com instance and it was immediately added to my profile so I could oversee everything. They are quick, efficient, and always willing to help.”

PARTNERSHIP IMPACT

Responsive support
Rapid implementation assistance
Ongoing optimization guidance
Multi-company scalability
Trusted strategic partnership

CLOSING RECOMMENDATION

“Just do it, you won’t regret it. If you put in the effort to scope out your requirements correctly before implementation, you will save yourself a lot of time down the line as the system is extremely easy to use and setup.”

Tyne van der Merwe
HEAD OF SALES AND DATA ANALYTICS
Everything.Insure

Transform the Way Your Team Works

Bring your people, processes and projects together with monday.com and The CRM Team.

Book Your Meeting with Brando Naidoo

Executive Business Impact & ROI – Everything.Insure Transforms Operations with monday.com

monday.com, monday.com Case Study

Client Services Excellence

Discover how Everything.Insure used monday.com to streamline client services, automate follow-ups and SLA tracking, and deliver a more consistent customer experience, achieving an exceptional NPS of 96.

Download Case Study

Industry:

Insurance / Insurtech

Solution:

monday.com Implementation
Claims Workflow Automation
SLA Management
Operations Automation



The CRM Team

}

1 Sept, 2026



18 Mins Read

Adding modifications to their plans. Shot of two programmers usi

OVERVIEW

In an industry still dominated by spreadsheets, email chains, and manual processes, Everything.Inure set out to build a truly digital insurance brokerage.

While the customer-facing experience was already digital, operational teams were still managing processes across multiple disconnected systems, resulting in fragmented reporting, manual task management, and limited visibility across departments. By implementing monday.com as a central operating platform, Everything.Insure successfully connected sales, client services, claims, and management reporting into a single source of truth.

THE CHALLENGE

According to Tyne van der Merwe, Head of Sales and Data Analytics, one of the biggest challenges was the lack of operational visibility.

“Insurance is a very traditional and old school business. A lot of traditional brokerages still operate via Excel and pen and-paper processes. There is very little digital adoption within brokerages.”

Despite being a digital-first insurer, internal teams were still dealing with:

Disconnected reporting across multiple systems
No centralized task management
 Limited visibility across departments
Manual follow-up processes
Difficulty identifying operational bottlenecks

THE SOLUTION

Everything.Insure adopted monday.com as its operational backbone, creating a centralized platform for:

Sales management
Lead Tracking
Client Servicing
Executive reporting
SLA monitoring
Cross-department collaboration

Today, every department works from shared boards, dashboards, automations, and integrations.

RESULTS AT A GLANCE

40% Increase In Client Service Efficiency

Client service consultants previously relied on 3-4 different reports to locate information required to assist clients.

Today all relevant information is available in one centralized workspace.

Sales Teams Access Information 92% Faster

Before monday.com:
Average search time:
3 minutes

After monday.com:
Average search time:
15 seconds

60% Increase In Sales

Sales teams now have:

Complete lead visibility
Automated followup dates
Automated expiry notifications
Direct access to client quotations

7-day Reduction In Sales Cycle

With structured lead management and complete pipeline visibility.

6-month Increase In Client Lifetime

Enhanced service delivery and improved process management have contributed to stronger customer relationships.

OPERATIONAL VISIBILITY FOR LEADERSHIP

The leadership team now uses live dashboards and integrations to gain real time visibility into operational performance across the business.

85 active dashboards

40 active boards

57, 000+ automations

69, 800+ integrations

1.5 million+events recorded on key operational boards

Management can monitor performance, SLAs, workloads, and operational trends in real time.

“It has given the management team the ability to make instant decisions based on solid data from across the entire business. Change management has become a lot more efficient.”

BUILDING ACCOUNTABILITY THROUGH TRANSPARENCY

One of the biggest cultural shifts has been increased accountability.

Automated deadlines and SLA monitoring ensure issues are immediately identified and addressed. Rather than relying on assumptions, management now has access to objective performance data.

“There is now no need to point fingers across departments for tasks that were not done because everything sits in one place.”

EXECUTIVE TESTIMONIAL

“monday.com has given us a level of visibility, accountability, and operational control that simply wasn’t possible before. Having our teams, processes, and data connected in one place has enabled better decision-making and created efficiencies across the entire business.”

Tyne van der Merwe
HEAD OF SALES AND DATA ANALYTICS
Everything.Insure

PARTNER SPOTLIGHT: Why Everything.Insure Chose The CRM Team

Technology alone does not drive transformation. Successful adoption depends on having the right implementation and support partner.

For Everything.Insure, The CRM Team played a key role in ensuring ongoing support and optimization.

“To be honest, if I ever need anything, Jarad is always available. I recently added another group company to their own monday.com instance and it was immediately added to my profile so I could oversee everything. They are quick, efficient, and always willing to help.”

PARTNERSHIP IMPACT

Responsive support
Rapid implementation assistance
Ongoing optimization guidance
Multi-company scalability
Trusted strategic partnership

Transform the Way Your Team Works

Bring your people, processes and projects together with monday.com and The CRM Team.

Book Your Meeting with Brando Naidoo

Transform the Way Your Team Works

Bring your people, processes and projects together with monday.com and The CRM Team.

Book your meeting with Brando Naidoo

Client Services – Delivering Faster Service and a 996 NPS with monday.com

monday.com, monday.com Case Study

Client Services Excellence

Discover how Everything.Insure used monday.com to streamline client services, automate follow-ups and SLA tracking, and deliver a more consistent customer experience, achieving an exceptional NPS of 96.

Download Case Study

Industry:

Insurance / Insurtech

Solution:

monday.com Implementation
Claims Workflow Automation
SLA Management
Operations Automation



The CRM Team

}

31 Aug, 2026



23 Mins Read

THE CHALLENGE

Client service teams often struggle with disconnected systems, manual reminders, and inconsistent follow-up processes.

Everything.Insure wanted to create a more proactive and efficient client service function.

THE SOLUTION

By implementing automations, reminders, SLA tracking, and centralized reporting within monday.com, the team created a more consistent client experience.

RESULTS AT A GLANCE

40% Improvement in Operational Efficiency

The client service team consolidated multiple reporting sources into a single platform.

96 NPS Score

The business now reports an exceptional:
Net Promoter Score (NPS) of 96.

Fewer Client Complaints

Improved communication workflows have significantly reduced service-related complaints.

Better Visibily

Teams can now identify:

• Service bottlenecks
• Escalation trends
• SLA compliance
• Delivery time performance

THE CHALLENGE

“The system now does all the thinking and doesn’t forget anything.”

KEY OUTCOME

Centralized visibility and automation have enabled the team to deliver a more consistent and responsive customer experience.

PARTNER SPOTLIGHT

Why Everything.Insure Chose The CRM Team

Technology alone does not drive transformation. Successful adoption depends on having the right implementation and support partner.

For Everything.Insure, The CRM Team played a key role in ensuring ongoing support and optimization.

“To be honest, if I ever need anything, Jarad is always available. I recently added another group company to their own monday.com instance and it was immediately added to my profile so I could oversee everything. They are quick, efficient, and always willing to help.”

PARTNERSHIP IMPACT

Responsive support
Rapid implementation assistance
Ongoing optimization guidance
Multi-company scalability
Trusted strategic partnership

CLOSING RECOMMENDATION

“Just do it, you won’t regret it. If you put in the effort to scope out your requirements correctly before implementation, you will save yourself a lot of time down the line as the system is extremely easy to use and setup.“

Tyne van der Merwe
HEAD OF SALES AND DATA ANALYTICS
Everything.Insure

Transform the Way Your Team Works

Bring your people, processes and projects together with monday.com and The CRM Team.

Book Your Meeting with Brando Naidoo

Claims & Operations – Turning Claims Management into a Data-Driven Process

monday.com, monday.com Case Study

Claims & Operations

Discover how Everything.Insure transformed its claims operations with monday.com, replacing manual reporting with automated workflows, real-time visibility and improved SLA management.

Download Case Study

Industry:

Insurance / Insurtech

Solution:

monday.com Implementation
Claims Workflow Automation
SLA Management
Operations Automation



The CRM Team

}

31 Aug, 2026



23 Mins Read

THE CHALLENGE

Claims management requires continuous tracking, communication, and adherence to service standards.
Previously, reporting was heavily dependent on spreadsheets and manual follow-ups.

THE SOLUTION

Everything.Insure consolidated claims operations into monday.com and introduced:

Automated task logging
SLA monitoring
 Centralized claims dashboards
Cross-department collaboration
Automated deadline management

RESULTS AT A GLANCE

Complete Claims Visibility

The team now has a live view of every claim across all business units.

Elimination of Excel Reporting

Claims reporting is now fully managed inside monday.com.

Improved Accountability

Missed SLAs are immediately flagged, allowing managers to act proactively.

Better Collaboration

Claims and Client Services teams now work
from shared workflows to improve response times and service delivery.

• Escalation trends
• SLA compliance
• Delivery time performance

CLIENT SERVICES PERSPECTIVE

“All status updates have an SLA appointed and when these are missed, they are flagged for immediate updates and action so that nothing falls through the cracks.” .”

KEY OUTCOME

From claims initiation through resolution, teams now have a transparent, data-driven process that improves service quality and operational control.

PARTNER SPOTLIGHT

Why Everything.Insure Chose The CRM Team

Technology alone does not drive transformation. Successful adoption depends on having the right implementation and support partner.

For Everything.Insure, The CRM Team played a key role in ensuring ongoing support and optimization.

“To be honest, if I ever need anything, Jarad is always available. I recently added another group company to their own monday.com instance and it was immediately added to my profile so I could oversee everything. They are quick, efficient, and always willing to help.”

PARTNERSHIP IMPACT

Responsive support
Rapid implementation assistance
Ongoing optimization guidance
Multi-company scalability
Trusted strategic partnership

CLOSING RECOMMENDATION

“Just do it, you won’t regret it. If you put in the effort to scope out your requirements correctly before implementation, you will save yourself a lot of time down the line as the system is extremely easy to use and setup.“

Tyne van der Merwe
HEAD OF SALES AND DATA ANALYTICS
Everything.Insure

Transform the Way Your Team Works

Bring your people, processes and projects together with monday.com and The CRM Team.

Book Your Meeting with Brando Naidoo

Wonga Enhances Dynamics 365 Capability

Microsoft, Microsoft Case Study

Wonga Enhances Dynamics 365 Capability with
The CRM Team

Wonga relied on Microsoft Dynamics 365 to support critical business operations but faced several limitations impacting efficiency and scalability.

Download Case Study

Industry:

Financial Services

Solution:

Microsoft Dynamics 365 Support
CRM Optimisation
Workflow Enhancement
Advisory Services



The CRM Team

}

09 Apr, 2026



8 Mins Read

BUSINESS CHALLENGE

Lack of in-house expertise to effectively manage Dynamics 365 CRM and Customer Journeys
Inefficient workflows and limited data visibility across teams
Challenges configuring and maintaining Dataverse applications
High reliance on external support for troubleshooting and enhancements

These challenges created operational inefficiencies and limited the organisation’s ability to fully leverage its CRM investment.

APPROACH

The CRM Team adopted a hands-on, collaborative approach:

Worked closely with stakeholders to understand operational requirements
Provided proactive recommendations to improve workflows and system usage
Delivered training and guidance to build internal capability
Supported troubleshooting while enabling self-sufficiency

THE SOLUTION

The CRM Team partnered with Wonga to deliver ongoing support and strategic guidance across their Microsoft ecosystem.
Key areas of support included:

Continuous support for Microsoft Dynamics 365 Services
Optimisation of Microsoft Teams Member licensing
Workflow enhancement and system configuration
Platform stability and issue resolution
Advisory services aligned to business needs
Skills transfer and user enablement

A strong focus was placed on empowering Wonga’s internal team, reducing reliance on external support over time.

“The CRM Team provided expert guidance and support for our Dynamics 365 CRM environment. Their team enabled us to better understand the system and build internal capability, resulting in improved support, increased efficiency, and better system performance.”

Thys de Bruyn
Technical Operations Manager, Wonga

RESULTS & BUSINESS IMPACT

The partnership delivered measurable improvements across Wonga’s operations:

OPERATIONAL EFFICIENCY

Automation of manual processes reduced workload and improved accuracy

IMRPOVED SYSTEM PERFORMANCE

Optimised custom functions enhanced platform performance

COST OPTIMISATION

Reduced spend within the Dataverse environment

ENHANCED VISIBILITY & REPORTING

Improved insight to agent performance, system activity, and data accuracy

STRONGER INTERNAL CAPABILITY

Increased ability to manage configurations and resolve issues internally

Reduced reliance on external support

WHY THE CRM TEAM

The CRM Team combines deep Microsoft expertise with a practical, enablement-driven approach, helping organisations not only optimise their CRM platforms but also build the internal capability to sustain and scale success.

LOOKING AHEAD

Wonga continues to partner with The CRM Team to further enhance their Dynamics 365 environment and drive ongoing operational excellence.

Unlock the full value of your CRM investment. Partner with The CRM Team to optimise, scale, and take control of your Microsoft Dynamics environment.

Streamline Your Operations Today

Unlock the full value of your CRM investment with Microsoft Dynamics 365 and The CRM Team.

Book Your Meeting with Talhah Jeewa