I am new to monday.com, have looked at everything in the knowledge base, but I find it hard to imagine a more advanced scenario.
I am a financial advisor managing insurance, investment, and mortgage products. I usually meet my clients (mostly couples) once a year for their revision.
So far, I thought about making a contact board and linking relevant boards to make a dashboard using information and connected board widgets like a traditional DB. My issue lies with reporting a simpler view to see the big picture, with low-level boards when I’m working on them.
Since I meet my customers once a year, I thought of making an interaction board for that yearly meeting and using sub-items to track tasks (insurance and transactions are a priority and have dedicated board, simpler tasks like an address change can be added to my regular tasks).
Although transactions are quite simple, I have no idea how to get a proper workflow for insurance products. They have the following steps showed in kanban view :
- Lead / Opportunity
- Qualification / Solution / Decision
- Compliance audit (add to insurance board with final fields)
- Official Delivery
- Accounting and internal audit
Each of these steps (that I would illustrate as kanban view) have different columns/needs, and only those relevant to the current step and needed, but will all be needed at the end of the process. For example, step 3 (underwriting) has multiple tasks to get done :
- Protection illustration (asked, waiting for supplier)
- Needs analysis (done)
- Notice of replacement (done, needs to be signed)
- Proposition (done, needs to be signed)
- Void Check (waiting on client)
How should I structure so many steps? So far, I’ve simply manually added a new insurance lead in a board and have about 50 columns to the end. I’ve tried setting groups by the main step I’m at, which each have a view with hidden columns for the other steps. However, I may not have the void check until the delivery step, and have to monitor this as well.
Thanks for any tips and tricks!