Monday.com + Make Specialist · Insurance & Financial Services

Monday.com operating systems for insurance agencies and carriers

Most insurance teams run on a patchwork of spreadsheets, email threads, and disconnected tools. I build complete Monday.com + Make systems — including custom Monday apps — that unify your policy lifecycle, customer portal, billing, and document trails into one source of truth, connected to the tools you already use (Hubflo, QuickBooks, Box, and the rest).

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Featured Build · Insurance

Operating System for a US Property Insurance Company

A US property insurance company was running daily operations across spreadsheets, manual email reminders, separate signing tools, and disconnected billing — with no single place to see where a customer stood across the policy lifecycle.

I designed and built a complete Monday.com operating system that unifies the entire lifecycle — new customer onboarding, applications, inspections, smart home equipment activation, mortgagee changes, billing, claims, renewals, and cancellations — connected through Make to Hubflo (customer portal + Smartdocs e-signature), QuickBooks Online (billing), Box (signed document repository), and Slack (escalation alerts).

Monday is the system of record; the Monday Customer Item ID acts as the immutable identifier across every connected platform, so when emails, addresses, or policy numbers change, every record stays linked end-to-end. Reminder cadences, escalation logic, red-flag detection, and audit-ready document trails are owned by Monday — not buried in inboxes.

41
Make scenarios orchestrating it all
9
Connected Monday boards
11
Automated workflow areas
5
Integrated platforms
✨ Custom Monday App · Built with Monday Vibe
Single-Entry Customer & Policy Onboarding
On top of the boards, I built a custom Monday app that consolidates customer and policy onboarding into one interface. The team enters new customer data and uploads all insurance documents in a single place — the app automatically distributes records across the Customers, Policies, Applications, Inspections, and Smart Home boards and creates every cross-board connection in the background. No board-hopping. No manual linking. One entry, everything wired up.
Read the full case study → See packages & pricing →

🔧 Tech I Work With

Core platforms
Monday.com (CRM, ops, dashboards, automations), Make.com (orchestration layer)
Custom Monday apps
Monday Vibe, Monday Code — custom apps that extend boards with tailored interfaces
Customer portals & e-signature
Hubflo, Hubflo Smartdocs, custom client portals
Billing & accounting
QuickBooks Online, Xero, payment-status syncing & aging dashboards
Document management
Box, Google Drive, Google Docs templating & parsing
Communication & escalation
Slack, Outlook (O365), Gmail, structured escalation alerts
AI layer
Custom GPT Actions, RAG agents, application parsing, decision automation
Also supported
n8n, Zapier, Airtable, Google Sheets, REST APIs, Webhooks, scraping

🚀 What I Do

  • Build complete Monday.com operating systems for insurance agencies, carriers, and MGAs covering the full policy lifecycle.
  • Develop custom Monday apps (Monday Vibe / Monday Code) for single-entry workflows, custom dashboards, and tailored interfaces that go beyond what stock Monday offers.
  • Connect policy management with customer portals (Hubflo, custom) for self-service applications, e-signature, and document collection.
  • Integrate QuickBooks Online with Monday to sync payments, surface aging balances, and reconcile billing on operational dashboards.
  • Automate inspection ordering, smart home equipment delivery, registration tracking, and reminder cadences (R1 → R2 → Escalate).
  • Build Slack escalation workflows for exception events — failed inspections, payment delinquencies, claim red flags, mortgagee changes.
  • Track loss ratios, claim aging, and customer satisfaction in unified Monday dashboards with red-flag criteria.
  • Use AI (GPT Actions, RAG agents) to parse applications, summarize claims notes, and automate routine decisions.

🧩 Example Solutions I Build

  • Custom Monday apps with Monday Vibe for single-entry data capture that fans out to multiple boards with automatic connections.
  • Policy lifecycle systems: creation → application → inspection → activation → renewal/cancellation.
  • Customer portal integration with Hubflo Smartdocs for application signing and document collection.
  • Document signing + Box repository workflows with full audit trails.
  • Billing sync (QuickBooks ↔ Monday) with aging-balance dashboards and delinquency flags.
  • Mortgagee change tracking and policy-update request workflows.
  • Claims/losses dashboards with red-flag criteria (e.g., Total Incurred ≥ $20K, days open ≥ 45, low CSAT).
  • Renewal review workflows with non-renewal notice automation.
  • Equipment shipping coordination (ShipStation integration patterns).
  • Compliance reminder engines with R1 / R2 / Escalate cadences owned by Monday + Make.
  • Also: construction operations, sales/commission tracking, quote & BOM generation, invoice automation — transferable patterns from related industries (see Related Builds below).

🧠 How I Work

Tailored to your operations
No cookie-cutter workflows. Every system is built around how your team actually works — your roles, your cadences, your exception cases.
Audit-ready & scalable
Stable, tested, and built with the audit trails, document retention, and immutable identifiers that regulated industries require.
Documented end-to-end
Loom walkthroughs, architecture docs, and SOPs for every system I build, so your team owns it from day one.

📂 Projects

Featured Build
  • US Property Insurance — Full Operational System + Custom Monday App Insurance
    Complete Monday.com operating system covering the full policy lifecycle, plus a custom Monday app (built with Monday Vibe) for single-entry customer & policy onboarding that auto-distributes records across boards. Integrated with Hubflo, QuickBooks Online, Box, and Slack via Make. 41 Make scenarios, 9 connected boards, 11 automated workflow areas. Read the full case study →
Related Builds — Transferable Patterns
  • Invoice Management & Automation System Billing
    Automation layer between Monday.com, Make.com, and Xero — triggers invoices from workflow stages and syncs statuses both ways. Same pattern that powers insurance premium billing and QuickBooks ↔ Monday reconciliation.
  • Role-Based Project Management System Workflow Architecture
    Monday.com + Make system that generates 600+-task project boards from 10–12 role assignments and automatically reassigns ownership when roles change. The same pattern underpins underwriting flows, inspection-team assignments, and any workflow where ownership shifts with role changes.
  • Private & Automated Sales Commission Tracker Financial Reconciliation
    Sales data flows into Monday.com, is processed via Make.com, and commissions are calculated and summarized per deal, rep, and period. Same pattern as insurance producer payouts and multi-party commission reconciliation.
  • Automated Quote & BOM Generation System Document Generation
    Structured quoting and bill-of-materials process built on Monday.com, powered by Make.com. Standardizes documents and reduces handoff errors — the same approach that produces policy declarations, certificates of insurance, and renewal docs.
  • Automatic Google Doc Creation & Parsing Forms & Documents
    Generates, updates, and parses Google Docs into structured Airtable records. Pattern directly applicable to processing applications, claims forms, and any templated paperwork that flows back into structured data.
Additional Work

🧾 Certifications & Training

Core credentials
Additional training
Also certified across the full Make track (Foundation, Basics, Intermediate), n8n Course Levels 1 & 2, Marketing Automation School — Marketing Automation certificate, and 9 Zapier Platform modules covering Webhooks, Filters & Paths, Formatter, Zapier Tables, AI workflows, and troubleshooting. Full list available on request.