Connect the tools
Webhooks and API integrations connect data and actions across tools, supporting the wider CRM process.
INTEGRATIONS JOMAR PALMES / CRM & AUTOMATION
Behind every
good follow-up,
a better system.
I build the workflows, pipelines, and connections that keep insurance operations moving—from the first inquiry to the next client touchpoint.
INSURANCE EXPERIENCE. SYSTEMS THINKING. HANDS-ON EXECUTION.
THE CONNECTED CLIENT JOURNEYSYSTEM MAP
01
CAPTUREA new inquiry arrives
02
ORGANIZEThe right next step
03
FOLLOW THROUGHA timely conversation
04
STAY CONNECTEDA longer relationship
People first. Systems behind them.Illustrative workflow
MY TOOLKITGoHighLevelWorkflows & pipelinesWebhooks & APIsLifecycle systems
01 / SELECTED WORK
INSURANCE OPERATIONSThe systems behind
the client experience.
My current work in the insurance industry brings CRM configuration, automation, integrations, and operational support together.
From scattered steps
to a connected process.
Insurance client service depends on consistent follow-through. My work focuses on organizing leads, supporting appointment communication, and maintaining systems for ongoing client relationships.
The walkthroughs below illustrate these areas of work. They use illustrative steps to explain the work without exposing internal systems or client data.
Ask me about the work ILLUSTRATIVE WALKTHROUGH01 / 03
Give every lead a next step.
CRM pipelines and follow-up workflows help keep inquiries organized and visible to the people handling them.
MY CONTRIBUTION
Make the process clearer
Identify process gaps and translate day-to-day operational needs into workflows people can use.
PROCESS IMPROVEMENTKeep it working
Troubleshoot automation issues, maintain CRM workflows, and provide ongoing operational support.
SYSTEMS SUPPORT
JOMAR PALMESBIÑAN, LAGUNA · PHILIPPINES
02 / THE PERSON BEHIND THE SYSTEMS
I understand the work
on both sides of the CRM.
Before building insurance workflows, I worked directly with insurance clients and trained financial consultants. That experience shapes how I think about follow-ups, client servicing, and retention.
My background also spans web development, project delivery, and account management. I bring that mix to my current CRM and automation work in the insurance industry.
Insurance operationsClient service & team development
Technical executionWeb development & integrations
Business contextSales processes & client lifecycle
03 / LET’S CONNECT
Let’s make the
next step simpler.
Have a CRM role or an automation project in mind?
I’d be glad to talk through it.