Problem: Manual Data Entry and Tracking

Solution: monday.com CRM Boards + Automations

Prior to working with CopperHill Insurance Partners relied on spreadsheets to manage clients and renewals. This resulted in manual data input, creating inefficiencies and missed opportunities for their team. Our solution was to implement monday.com CRM with structured boards for active clients, prospects, and in-renewal accounts. Clients are now automatically transitioned into “in renewal” 120 days before their renewal date. This ensures that the team can follow-up at the appropriate time with a renewal workflow. The end result is that the client services teams now have clear visibility into upcoming tasks.

Solution: Multi-Carrier Tracking and Linked Records

Each client often works with multiple medical, supplemental, and insurance carriers (e.g., Aetna, UnitedHealthcare). CopperHill configured monday.com to track carriers and vendors at the client level, ensuring that all policy information is linked and visible. This structure allows for high-level executive dashboards while preserving detailed sub-item tracking for client services teams.

Solution: monday.com Forms + Automated Workflows

CopperHill created a monday.com form that feeds directly into the CRM, generating new prospective client records and triggering workflows. This form removes manual entry, standardizes data capture, and ensures prospects move into the sales pipeline. Sub-items and tasks are automatically created as prospects move through the funnel, ensuring consistency and accountability.

Problem: Communication Issues

Solution: Automated Reminders + Email Triggers

Under Insurance Partners’ previous system renewals and client touch points often fell through the cracks. CopperHill configured monday.com to generate automated reminders and communication sequences tied to client start and renewal dates, including:

• 30-day thank you messages for new clients
• 120, 110, and 100-day reminders for renewals
• Automated notifications to internal teams to prepare renewal discussions

Problem: Limited Scalability

Solution: Future-Proofed CRM with Expansion Path

CopperHill equipped Insurance Partners with an up-to-date monday.com CRM that automates client tracking, renewal processes, and communications. By replacing spreadsheets with automated workflows, Insurance Partners can now experience clear visibility into client status, consistent communications, and improved operational efficiency. With plans for QuickBooks integration and expanded quoting, Insurance Partners is well-positioned to scale their operations and continue delivering top-tier services.