Automation Audit & Roadmap
I map your current process, find the bottlenecks and failure points, and deliver a prioritized automation roadmap with a fixed quote for the build.
I build complete operating systems for insurance and operations-heavy businesses. Flagship build: a full policy-lifecycle system for a US home insurance company — 9 connected boards, 41 Make.com scenarios, a custom Monday app, 1,000+ policies running today.
I map your current process, find the bottlenecks and failure points, and deliver a prioritized automation roadmap with a fixed quote for the build.
One painful workflow, fixed fast. A single automation or integration built, tested, and documented — invoicing sync, renewal reminders, lead routing, document generation.
A complete Monday.com workspace for one business area — sales pipeline, policy operations, project delivery, or finance admin — with the automations and integrations to run it hands-off.
Your entire operation on one platform. End-to-end lifecycle coverage, custom Monday apps where off-the-shelf falls short, and every system — billing, documents, communication — connected. This is the insurance-company build, adapted to your business.
Your system keeps evolving after launch. Guaranteed monthly availability for improvements, new automations, fixes, and support — no waiting in a freelancer queue. Built and maintained by the person who knows your system.
Map your process, bottlenecks, and goals.
Boards, fields, and automations designed around your workflow.
Monday.com + Make.com scenarios, custom apps where needed.
End-to-end testing, Loom walkthroughs, clean handover.
Book a free 30-minute call. Tell me how you work today — I'll tell you what I'd automate first and what it would cost. No pitch deck, just a builder looking at your process.
Book a project discussion → Prefer to look around first? Read the insurance case study