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

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

monday.com, monday.com Case Study

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

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

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.

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

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

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

Advanced Polymers Monday Whatsapp Case Study (DUPLICATE)

Advanced Polymers Monday Whatsapp Case Study (DUPLICATE)

monday.com, monday.com Case Study

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.

Download Case Study

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.

Book Your Meeting with Talhah Jeewa

SBV Transforming HR with monday.com

SBV Transforming HR with monday.com

monday.com Case Study

SBV Transforming HR with monday.com

From manual tracking to smart automation — SBV’s HR team now works faster, smarter, and more connected with monday.com.

Download PDF

Discover how SBV transformed its operations, saving over 3,800 hours in just six monthswith the power of monday.com

Jackie Lezar
}
Oct 12, 2025
6 Mins Read

The challenge

SBV’s HR department faced significant challenges due to the reliance on manual processes and Excel-based tracking.

Key Challenges Included:

  • Fragmented Project Management: Critical functions such as project plans, training calendars, and recruitment workflows were tracked manually across spreadsheets, emails, and shared drives. ows were tracked manually across spreadsheets, emails, and shared drives.
  • Lack of Process Visibility: Difficulty in identifying ownership, status, and timelines hindered cross-functional collaboration.
  • Manual Reporting: Payroll inputs, scorecards, and business-as-usual (BAU) HR operations required time-consuming email follow-ups and manual collation.

The solution: monday.com + The CRM Team

The CRM Team implemented monday.com as a centralized Work OS across SBV’s HR segments – covering Talent & Performance, Change Management, Shared Services, Remuneration, and HR Operations.

With monday.com, SBV:

Digitized & Automated Workflows

Including payroll inputs, secondments, onboarding schedules, and scorecard management.

Centralized Collaboration

Real-time dashboards replaced siloed tools and scattered updates.

Enabled Governance & Reporting:

Role-based access and live progress tracking supported internal controls and simplified audit readiness.

Boosting Productivity

90%+ Sustained user adoption and active usage with over 3,800 hours saved.

Real impact, Real results

Tangible Outcomes for SBV

  • Streamlined Payroll Governance - “We now have full visibility from payroll input capture through to processing. The improved traceability ensures compliance and transparency.”
  • Time-Saving, Scalable Reporting - “I don’t need to wait for regional teams to send updates. With boards and dashboards live, I can track everything in real time.”
  • Improved Accountability & Role Clarity - “Scorecard discussions are now housed in one place - monday.com. Everyone knows who owns what and where things stand.”
  • Central Source of Truth - “No more email trails and multiple spreadsheets. I build dashboards with the views I need and pull executive packs instantly.”

How SBV Scaled Operations in Just 6 Months

After integrating monday.com, SBV achieved a 90%+ user adoption rate, significantly enhancing team collaboration and efficiency.

Hours Saved

Through workflow automation, integrations, and reduced manual processes-freeing teams for higher-value work.

%

User Adoption

Teams across Finance, HR, and Operations embraced monday.com as their daily workspace for improved visibility and ownership.

Automations

Automated reporting, updates, and task tracking boosted efficiency and reduced bottlenecks across departments.

“Start with a non-sensitive but impactful use case. Let teams explore and build confidence. Appoint internal champions and prioritize training. You won’t regret it—monday.com is the best investment you can make. Access and governance are easily controlled, so you can scale with peace of mind.”

Adoptions across HR functions

monday.com is now embedded in the daily operations of:

  • Talent & Performance
  • Change Management
  • Remuneration
  • HR Shared Services
  • Transactional HR Administration
  • Training & Development

Key workflows like secondments, policy updates, onboarding schedules, and BAU administration are now entirely digital and trackable.

Conclusion

With the guidance of The CRM Team, SBV successfully transformed its HR operations using monday.com. What began as a pilot evolved into a core enterprise system driving efficiency, visibility, and compliance across HR. The result? A scalable, collaborative work environment built for the future.

Streamline Your Operations Today

Discover how you can optimize your business processes and enhance team productivity. Schedule a free consultation with The CRM Team and take the first step towards operational excellence.

Book Now

SBV Transforming HR with monday.com

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SBV partnered with The CRM Team to transform finance operations using monday.com. By centralizing accounts payable, payroll, and compliance workflows, SBV achieved full visibility, improved accountability, and thousands of hours in time savings—creating a more agile, transparent, and data-driven finance ecosystem.

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