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

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.

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.

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

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

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.

Industry:

Insurance / Insurtech

Solution:

monday.com Implementation
Claims Workflow Automation
SLA Management
Operations Automation

The CRM Team
}
1 Sept, 2026
18 Mins Read

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.

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.

Transform the Way Your Team Works

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

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

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

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.

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.

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

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

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.

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.

Advanced Polymers Monday Whatsapp Case Study (DUPLICATE)

Advanced Polymers Monday Whatsapp Case Study (DUPLICATE)

How dvanced Polymers Centralized Customer Communication with
monday.com & WhatsApp

Advanced Polymers relies on fast, accurate communication with customers to coordinate deliveries and respond to inquiries. However, as the business grew, customer conversations managed through individual WhatsApp devices created operational challenges.

Industry:

Manufacturing / Distribution

Solution:

monday.com Implementation
WhatsApp Integration
CRM Integration
Workflow Automation

The CRM Team
}
13 Apr, 2026
23 Mins Read

OVERVIEW

Advanced Polymers relies on fast, accurate communication with customers to coordinate deliveries and respond to inquiries. However, as the business grew, customer conversations managed through individual WhatsApp devices created operational challenges.

In partnership with The CRM Team, Advanced Polymers integrated WhatsApp with monday.com, transforming fragmented messaging into a centralized, trackable communication workflow tied directly to their CRM and delivery management processes.

“Integrating WhatsApp with monday.com transformed our customer communication. What was once fragmented and reactive is now centralized, trackable, and highly efficient.”

Jackie Snyman – Finance Team Leader

THE CHALLENGE

Before the integration, customer communication was difficult to manage and monitor:

  • Messages handled directly on individual phones with limited team visibility
  • Inconsistent follow-ups and risk of missed messages
  • No central record of customer communication history
  • No reporting on response times or conversation volumes
  • Conversations not linked to customer records, orders, or deliveries

This lack of structure made it difficult to maintain continuity, accountability, and service consistency.

THE SOLUTION

The CRM Team implemented a WhatsApp-to-monday.com integration, enabling Advanced Polymers to centralize all customer conversations inside their operational workflows.

How the process works today:

  • WhatsApp messages automatically create or update records in monday.com
  • Each message is logged against the relevant customer or delivery
  • Teams can add internal notes and status updates directly in the same board
  • Notifications ensure timely responses and issue escalation
  • Customer conversations are now tied directly to orders, deliveries, and CRM data

The result is a single system of record for both operations and customer communication.

RESULTS & BUSINESS IMPACT

CENTRALIZED COMMUNICATION & VISIBILITY

All WhatsApp conversations are now logged and accessible within monday.com, giving teams a shared view of customer interactions and delivery updates.

IMPROVED RESPONSE TIMES

Customer inquiries are no longer dependent on a single individual’s phone. Teams can collaborate internally before responding and ensure timely follow-ups.

STRONGER ACCOUNTABILITY & TRACEABILITY MANAGEMENT CAN TRACK

  • Open vs. resolved delivery inquiries
  • Communication history linked to deals and orders
  • Message volumes by inquiry type

ENHANCED CUSTOMER EXPERIENCE

Customers now receive proactive updates about deliveries and benefit from faster, more consistent responses, strengthening trust and planning.

INTERNAL & CUSTOMER BENEFITS

FOR INTERNAL & CUSTOMER BENEFITS

  • Full visibility into ongoing customer communication
  • Clear ownership and accountability
  • Reduced duplication of messages
  • Easier collaboration between sales and operations
  • Simplified tracking of inquiries linked to deliveries and orders

FOR CUSTOMERS

  • Real-time delivery updates
  • Faster responses and clearer information
  • Consistent service even if their primary contact is unavailable
  • Seamless conversations without repeating context

“We no longer worry about missed messages or lost context. Every message is tied directly to our CRM, giving our team full visibility and accountability.”

Jackie Snyman – Finance Team Leader

CONCLUSION

By integrating WhatsApp with monday.com, Advanced Polymers successfully transformed its customer communication processes. With centralized conversations, improved response times, and complete visibility into customer interactions, the business now delivers a more reliable and professional customer experience while empowering internal teams with better collaboration and accountability.

Streamline Your Operations Today

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

Elevate teamwork with AI that thinks ahead – not instead

Elevate teamwork with AI that thinks ahead – not instead

Reclaim your time: How monday.com's AI lets teams focus on what matters most

monday.com’s AI empowers teams to automate routine work, improve collaboration, and focus on innovation. Learn how The CRM Team helps businesses harness human-centred AI for smarter productivity.

Transforming Work with Human-Centred AI

Unlock Smarter Teamwork Today

Join The CRM Team in reimagining productivity with monday.com’s AI tools that simplify work, enhance collaboration, and give your team the freedom to innovate.

Kessia Kroon
}
Aug 5, 2025
9 Mins Read

AI is everywhere – and in many cases, it’s trying to do everything. It can write e-mails, answer support tickets and even brainstorm your next big idea. But when we rely on AI too much, we risk losing the human judgment, creativity and critical thinking that make great work truly great. That’s what differentiates monday AI: it doesn’t replace your work – it clears the path so you can do your best.

Less busywork, more brainwork

As AI becomes more ingrained in our daily lives, concerns about the loss of the human touch are growing. From customer service to creative work, AI offers unmatched speed, efficiency and scalability – but often lacks the emotional intelligence, empathy and understanding that define human interaction.

Whether a chatbot replaces a support agent or generates art, there’s a growing sense that something essential is being forgotten. The human touch – marked by genuine emotion, intuition and connection – is hard to replace, and its absence can make experiences feel cold and impersonal.

Monday.com integrates powerful AI capabilities to help teams work smarter and faster by minimising manual tasks and saving time for more important work. Its AI assistant can generate task summaries, build project plans and craft clear updates.

Using machine learning, the platform offers intelligent suggestions for automation, task prioritisation and resource allocation. By identifying patterns in vast amounts of data, monday AI helps teams stay ahead of deadlines by highlighting potential bottlenecks and risks – boosting productivity across departments.

At The CRM Team, our approach is clear. We believe AI should clear your desk, not cloud your judgment. That’s why we champion monday.com’s AI tools – designed not to replace the human element but to amplify it.

Where smart tech meets human-centred productivity

Whether you’re managing large-scale construction projects, high-pressure service delivery or cross-functional marketing campaigns, monday.com’s AI is built to integrate into your existing workflows and elevate them.

It cuts the noise, reduces repetitive admin and helps your team get back to what they do best – strategising, innovating and collaborating.

AI that adds value – across every workflow


1. AI blocks: automate the admin, not the thinking

  • Extract with AI: Pull key data (like invoice numbers or client names) from e-mails, PDFs or files into your boards – no manual entry needed.
  • Summarize with AI: Condense long text into quick-read summaries – ideal for managers and decision makers.
  • Translate with AI: Translate content across multiple supported languages, instantly.
  • Improve text: Refine grammar, tone and clarity to create stronger updates, proposals or reports.
  • Detect sentiment: Analyse the emotional tone of client feedback, customer e-mails or internal messages.
  • Custom AI prompts: Build tailored AI tools for your team’s specific needs using any board or file content.

2. AI-powered project management that works ahead of you

  • Resource allocation: Monday’s AI intelligently assigns the most suitable team member to each task by evaluating both the task requirements and the candidates’ expertise.
  • Project risk reports: Get daily insights into potential project bottlenecks or delays, across multiple boards.
  • AI-generated reporting: Generate presentation-ready executive summaries and dashboards with charts, insights and risk assessments in just a few clicks.

Built for humans. Backed by AI

Beyond boosting productivity, monday.com’s AI enhances collaboration by streamlining communication and cutting manual work. It generates updates, suggests next steps, and turns data into insights and visual reports. AI also helps build custom automations tailored to each team’s workflow, freeing time for strategic tasks. Rather than replacing people, it removes routine admin so teams can focus on creative, human-centred work – bringing connection and innovation to the forefront.

About The CRM Team

The CRM Team is a trusted digital transformation partner and certified monday.com partner, helping businesses across Africa streamline operations, improve collaboration and unlock new levels of productivity. Through deep expertise in CRM, project management and automation tools, The CRM Team empowers organisations to build smarter workflows tailored to their goals.

Written by Kessia Kroon