Life insurance company looking for a Monday expert to help improve our system and follow up process


We are a life insurance company that are using Monday as our CRM for our sales process. We are looking for an expert to help us improve our system by adding in automations and features such as email marketing, SMS communication and more.

Please get in touch if you have any experience of working with this industry and think that you can help improve our process.



Hey there @ldheard and welcome to the community forums!

Using as a CRM is a fantastic use case and I would love to see how the team at CarbonWeb could possibly help you. We have worked on a ton of CRM’s and have produced our own that is on the monday marketplace. Adding advanced automations and integrations to systems is something we truly enjoy doing, and I would love to see how the team can help.

If you’d like to have an initial consultation with me, please schedule here: Consultation - Ricky

Good luck as you further develop your workflow!

Best regards,

Ricky Tomer

VP of Sales
Carbon Web Print, LLC
Schedule Consultation | Website
Phone: 440-462-7743 | Email :

Hello @ldheard :wave:,

Welcome to the monday community!

I am glad to hear you are looking to realize monday to its full potential and I have no doubt our team at can help you do that.

We at have been working using monday for over 5 years, and one of our key strengths is creating extensive CRMs, having produced many a CRM for companies from most industries from all over the world.

We are experts at providing solutions customized for your company’s every need, creating time-saving automations and complex integrations.

Please do feel free to schedule a complementary consultation with us here so you can explain to us your vision and requirements in detail.

I really hope our services can be of use to you!

Best Regards,
Giannis, Implementation Consultant at

Hi @ldheard,

Welcome to the community!

upstream can help. We are Platinum Partners, Preferred Partners and APAC Partner of the Year for 2020. Based in Australia, we have a global staff network encompassing dedicated teams.

You’ll have access to our Solutions Engineers as well as our full stack Development Team who specialize in integrations and custom requirements.

Please feel free to return by email directly via alternatively you can book straight into my calendar for a meeting using the below link. I would be very interested to meet with you and better understand your objectives.

schedule a time with me here

Kind regards,
Peta - upstream

Hi @ldheard ,

I am a certified professional working on the platform for last 3 years, Let me know if you are still looking for the same. Happy to help you out.

Feel free to reach out at