Hello! I was recently tasked by my new job to create a Marketing/Appetite guide for our sales team. We are an insurance broker who has access to a bunch of carriers to send business to. The objective is to have a place on Monday.com which lists the common types of business we see, and which carriers we can submit it to. Any advice would be greatly appreciated since I have not used Monday.com before.
I have done this before at my last job but through Excel. Essentially I had the names of carriers listed Horizontally and the types of Products listed vertically. When there was a Product that a carrier can consider, I would write “Yes” at the intersecting cell.
Some other key features they would like to see if possible is:
- Being able to attach specific applications a carrier would need to consider a product
- Link information from another board which reflects production numbers with each carrier
- Be able to add notes to products for carriers. For example, “Cannot consider this risk in Pennsylvania”
Again any help would be greatly appreciated. Thank you!