Hi @Dan Ferrin, welcome to the Karbon community! We don’t do insurance, but there are several great firms in this community, and I’d be surprised if someone didn’t have a template they liked.

Thanks Max.  I appreciate it.  Excited to see how Karbon is going to help us take our practice to a new level of service for our clients.  We are also needing templates in both the legal and financial areas as well.  

Hey @Dan Ferrin , welcome!  With something that specialized, I’d consider starting with a template like this “Strategy Consulting Session” and building up from there.  Adding/modifying some of these workflows will be a strong shortcut, in the event nobody has a template built for insurance.

Hope that helps!

Thank you Danny!  I really appreciate it!  Have a great weekend!