365 Assistance Group
Building a CRM system for Australia's largest insurance broker network
365 Assistance Group needed a scalable CRM and workflow solution to manage their national broker network. We designed and implemented a custom monday.com environment that unified their operations.
365 Assistance Group is Australia's largest insurance broker network, managing relationships with hundreds of brokers across the country. Their existing systems (a patchwork of spreadsheets, email threads, and disparate tools) couldn't scale with the business. They needed a single source of truth for broker management, client activity, and operational reporting.
The challenge
With a growing national broker network, 365 needed a centralised platform that could track broker relationships, manage client interactions, automate routine communications, and give leadership real-time visibility into the business. The solution needed to be adopted by a non-technical team across multiple locations, so usability was as important as capability.
Our approach
We started with a discovery workshop to map existing workflows, identify pain points, and prioritise requirements. From there we designed a monday.com architecture spanning broker management, client relationship tracking, task and pipeline management, and executive reporting dashboards. The implementation was phased to allow the team to adopt incrementally rather than face a big-bang change.
Implementation
The build included custom monday.com boards for each business function, native automations for routine notifications and status updates, integrations with their existing email and document systems, and training sessions structured by role. We ran three enablement workshops across the project and provided a four-week hypercare period post-launch.
Outcomes
Within six weeks of go-live, 365 Assistance Group had full visibility across their broker network for the first time. Routine administrative tasks that previously required manual coordination were automated, saving the operations team over 15 hours per week. Executive dashboards replaced weekly status emails, giving leadership real-time insight without manual data collection.
Project details
Client
365 Assistance Group
Industry
Insurance
Practice
Consultancy
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