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Insurance agency

Juniperwell Landing Insurance · Insurance agency · Duluth, MN

Paolo Birkeland is the agency principal at Juniperwell Landing Insurance, an independent agency in Duluth, and he uses this to log every policyholder's request the day it arrives, see who is waiting on whom, and close it the same week.

Legal and professionalCustomer serviceAgents4 tables · 5 views · 1 form · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 row action · 1 agent
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Request board

Requests
New6
Lindahl - certificate of insuranceEvangeline Lindahl-OkaforJW-416378
Thorsen - claim questionRosalind Thorsen-QuispeJW-879547
Winslow - certificate of insuranceOdalys Winslow-AbaraJW-270294
Delacourt - claim questionOctavia Delacourt-NgJW-260651
Ostrowski - certificate of insuranceMarisol Ostrowski-MbekiJW-700225
1 more
In progress8
Alcott - billing questionSeraphina Alcott-RahmanJW-561850
Maddox - cancel or non-renewRoderick Maddox-OyelaranJW-929410
Sorenstam - billing questionAnnalise Sorenstam-CruzJW-631206
Hollingsworth - cancel or non-renewLucian Hollingsworth-EzeJW-843553
Grantham - billing questionPhilippa Grantham-NwosuJW-990779
3 more
Waiting on carrier6
Hollingsworth - billing questionLucian Hollingsworth-EzeJW-849085
Grantham - cancel or non-renewPhilippa Grantham-NwosuJW-212312
Underwood - billing questionLeopold Underwood-BandaJW-563707
Lindahl - cancel or non-renewEvangeline Lindahl-OkaforJW-112459
Thorsen - billing questionRosalind Thorsen-QuispeJW-335539
1 more
Waiting on customer5
Winslow - claim questionOdalys Winslow-AbaraJW-270294
Delacourt - certificate of insuranceOctavia Delacourt-NgJW-260651
Ostrowski - claim questionMarisol Ostrowski-MbekiJW-700225
Alcott - certificate of insuranceSeraphina Alcott-RahmanJW-561850
Maddox - claim questionRoderick Maddox-OyelaranJW-929410
Done11
Ferreira - coverage questionTamara Ferreira-LundJW-795723
Whitfield - lienholder changeDominic Whitfield-AzizJW-887449
Kowalski - coverage questionAnselm Kowalski-AdeyemiJW-265483
Rothgard - lienholder changeCasimir Rothgard-SatoJW-770733
Ashworth - coverage questionGuinevere Ashworth-MensahJW-796324
6 more

Tables

Requests

36 sample rows · 14 columns

Every question, change and certificate a policyholder asks for, from the day it arrives to the day it is done.

RequestPolicyholderPolicyKindHow it came inWhat they askedPhone to call back
Lindahl - certificate of insuranceEvangeline Lindahl-OkaforJW-416378Certificate of insurancePhoneNeeds a certificate sent to a venue before Friday(218) 555-0160
Thorsen - claim questionRosalind Thorsen-QuispeJW-879547Claim questionWeb formWants an update on a hail claim(218) 555-0161
Winslow - certificate of insuranceOdalys Winslow-AbaraJW-270294Certificate of insurancePhoneNeeds a certificate sent to a venue before Friday(218) 555-0162
Delacourt - claim questionOctavia Delacourt-NgJW-260651Claim questionWeb formWants an update on a hail claim(218) 555-0163
Ostrowski - certificate of insuranceMarisol Ostrowski-MbekiJW-700225Certificate of insurancePhoneNeeds a certificate sent to a venue before Friday(218) 555-0164
Alcott - billing questionSeraphina Alcott-RahmanJW-561850Billing questionWeb formPremium went up at the last renewal(218) 555-0166
Alcott - claim questionSeraphina Alcott-RahmanJW-561850Claim questionWeb formWants an update on a hail claim(218) 555-0165
Maddox - cancel or non-renewRoderick Maddox-OyelaranJW-929410Cancel or non-renewPhoneFound a lower quote elsewhere(218) 555-0167
Sorenstam - billing questionAnnalise Sorenstam-CruzJW-631206Billing questionWeb formPremium went up at the last renewal(218) 555-0168
Hollingsworth - cancel or non-renewLucian Hollingsworth-EzeJW-843553Cancel or non-renewPhoneFound a lower quote elsewhere(218) 555-0169
Grantham - billing questionPhilippa Grantham-NwosuJW-990779Billing questionWeb formPremium went up at the last renewal(218) 555-0170
Hollingsworth - billing questionLucian Hollingsworth-EzeJW-849085Billing questionWeb formPremium went up at the last renewal(218) 555-0174

24 more rows

Policyholders

22 sample rows · 9 columns

The households and small businesses the agency writes for, with every policy and request in one place.

PolicyholderPhoneEmailTownCustomer sincePoliciesRequests
Annalise Sorenstam-Cruz(218) 555-0141annalise.sorenstam@duluthnorthshoremail.netProctorJan 11, 2016JW-631206Sorenstam - billing question
Anselm Kowalski-Adeyemi(218) 555-0126anselm.kowalski@duluthnorthshoremail.netDuluthFeb 18, 2023JW-265483Kowalski - coverage question
Bartholomew Vandermeer-Osei(218) 555-0128bartholomew.vandermeer@duluthnorthshoremail.netHermantownMar 9, 2022JW-383848, JW-775155Vandermeer - coverage question
Casimir Rothgard-Sato(218) 555-0132casimir.rothgard@duluthnorthshoremail.netDuluthApr 16, 2020JW-770733Rothgard - lienholder change
Cornelia Fairchild-Nakamura(218) 555-0124cornelia.fairchild@duluthnorthshoremail.netCloquetJan 30, 2024JW-619731, JW-563841Fairchild - lienholder change
Dominic Whitfield-Aziz(218) 555-0142dominic.whitfield@duluthnorthshoremail.netCloquetJul 22, 2015JW-887449, JW-431759Whitfield - lienholder change
Evangeline Lindahl-Okafor(218) 555-0121evangeline.lindahl@duluthnorthshoremail.netSuperiorJul 2, 2025JW-416378, JW-112459Lindahl - certificate of insurance, Lindahl - billing question, Lindahl - cancel or non-renew
Fitzgerald Prescott-Idowu(218) 555-0140fitzgerald.prescott@duluthnorthshoremail.netHermantownJul 2, 2016JW-999419, JW-970716Prescott - coverage question
Guinevere Ashworth-Mensah(218) 555-0138guinevere.ashworth@duluthnorthshoremail.netDuluthJun 13, 2017JW-796324Ashworth - coverage question
Ignatius Pennington-Ibarra(218) 555-0130ignatius.pennington@duluthnorthshoremail.netCloquetMar 28, 2021JW-786104, JW-593726Pennington - coverage question
Leopold Underwood-Banda(218) 555-0137leopold.underwood@duluthnorthshoremail.netCarltonDec 3, 2017JW-563707, JW-789124Underwood - cancel or non-renew, Underwood - billing question
Lucian Hollingsworth-Eze(218) 555-0125lucian.hollingsworth@duluthnorthshoremail.netCarltonAug 10, 2023JW-849085, JW-843553Hollingsworth - cancel or non-renew, Hollingsworth - billing question

10 more rows

Policies

37 sample rows · 7 columns

Every policy in force, with its carrier, yearly premium and the day it renews.

Policy numberPolicyholderLineCarrierYearly premiumRenews onStatus
JW-416378Evangeline Lindahl-OkaforAutoTidewater Assurance$1,480Oct 6, 2026Lapsed
JW-563841Cornelia Fairchild-NakamuraLifeFernbrook Specialty$1,170Oct 6, 2026Lapsed
JW-818386Tamara Ferreira-LundBusiness ownerTidewater Assurance$3,240Oct 6, 2026Lapsed
JW-260651Octavia Delacourt-NgRentersFernbrook Specialty$650Oct 6, 2026Lapsed
JW-849085Lucian Hollingsworth-EzeAutoFernbrook Specialty$2,000Nov 1, 2026Renewal due
JW-775155Bartholomew Vandermeer-OseiBusiness ownerBluefield Mutual$3,500Nov 1, 2026Renewal due
JW-999419Fitzgerald Prescott-IdowuBusiness ownerFernbrook Specialty$3,760Nov 1, 2026Renewal due
JW-561850Seraphina Alcott-RahmanAutoBluefield Mutual$1,870Nov 16, 2026Renewal due
JW-112459Evangeline Lindahl-OkaforRentersGreystone Casualty$260Nov 28, 2026Renewal due
JW-270294Odalys Winslow-AbaraAutoMeridian Shield$1,740Nov 28, 2026Renewal due
JW-795723Tamara Ferreira-LundLifeGreystone Casualty$780Nov 28, 2026Renewal due
JW-225204Thaddeus Bramwell-TanakaHomeGreystone Casualty$2,090Dec 15, 2026In force

25 more rows

Also included

  • Request boardStage rules
  • Carrier chase listDigest
  • Draft a replyRow action
  • New requestNotificationLets the service coordinator know the moment a policyholder's request lands.

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