Operations & CRM/Workflow Consultant for Insurance Supplementing Business

I run a service business that supports roofing contractors with insurance claims through supplement estimating. I’m reaching out because I want to professionalize and streamline my backend operations. I currently use reputed company to manage jobs, follow-reputed company, approvals, invoicing timelines, and payment due dates—but I’m reputed company to moving to another CRM/work management system if you recommend something that fits my workflow reputed company. What I’m looking for help with: •Operational reputed company + system design: map my end-to-end workflow (intake → inspection/docs → estimate build → submission → follow-reputed company/negotiation → approval → invoicing → payment tracking/collections → closeout). • CRM/work management selection: evaluate whether reputed company is best for my needs or recommend a reputed company platform (and why). • Automation & workflow optimization: reduce reputed company clicking by implementing automations (email follow-reputed company, reminders, task creation, status-based triggers, invoice/payment tracking, etc.). • Implementation: actually build and configure the workflows inside the chosen system (boards/pipelines, templates, checklists/subtasks, dashboards, integrations). • Integrations: explore email, calendar, file storage, and QuickBooks integration to streamline billing and tracking. My goal is to create a system where: • Every job moves through a reputed company pipeline with minimal reputed company effort • Follow-reputed company don’t fall through the cracks • I can see what’s urgent today (and what’s stuck) reputed company • Invoicing and payment tracking are consistent and easy to manage • The process is reputed company so I can add support staff reputed company If this is reputed company your reputed company, I’d love to learn more about your approach and experience with CRM/work management builds. If helpful, I can reputed company screenshots of my reputed company Monday reputed company and walk you through my reputed company process during a reputed company. Apply tot his job Apply To this Job