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Insurance agency

Lanternwick Insurance Agency · Insurance agency · Duluth, MN

Brenda Kowalski runs Lanternwick Insurance Agency in Duluth, and she uses this to load each month's carrier renewal lists so existing policies update and new ones are added without a single client being entered twice.

Legal and professionalSales pipelineImports4 tables · 5 views · 1 form · 2 dimension sets · 1 digest · 1 document · 1 notification · 1 agent
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Policy book

Policies
Policy numberClientCarrierLine of coverageStatusTerm beganExpires on
PG-483094Britta SorensenPinegate MutualHomeownersLapsedSep 8, 2025Sep 8, 2026
BF-814067Rosalind EspinalBrightfen InsuranceHomeownersLapsedSep 27, 2025Sep 27, 2026
LA-551219Dashiell OrrinLarchmont AutoPersonal autoLapsedOct 9, 2025Oct 9, 2026
IW-295433Bluffside Auto RepairIronwood SpecialtyWorkers compRenewal dueOct 27, 2025Oct 27, 2026
HC-448277Bluffside Auto RepairHarborline CasualtyBusiness ownersRenewal dueOct 27, 2025Oct 27, 2026
BF-814022Ingrid LiebermannBrightfen InsuranceHomeownersOffer sentOct 30, 2025Oct 30, 2026
BF-814037Ingrid LiebermannBrightfen InsurancePersonal autoOffer sentOct 30, 2025Oct 30, 2026
HC-448240Gullcrest BakeryHarborline CasualtyBusiness ownersRenewal dueNov 5, 2025Nov 5, 2026
PG-482956Gunnar SolbergPinegate MutualHomeownersRenewal dueNov 8, 2025Nov 8, 2026
PG-483011Gunnar SolbergPinegate MutualPersonal autoRenewal dueNov 8, 2025Nov 8, 2026
HC-448291Kestrelfield LandscapingHarborline CasualtyWorkers compOffer sentNov 11, 2025Nov 11, 2026
OR-731729Folasade NwachukwuOakridge ReserveRentersRenewal dueNov 14, 2025Nov 14, 2026

22 more rows

Tables

Policies

34 sample rows · 11 columns

Every policy the agency services, the carrier that wrote it and the date its term ends.

Policy numberClientCarrierLine of coverageStatusTerm beganExpires on
PG-483094Britta SorensenPinegate MutualHomeownersLapsedSep 8, 2025Sep 8, 2026
BF-814067Rosalind EspinalBrightfen InsuranceHomeownersLapsedSep 27, 2025Sep 27, 2026
LA-551219Dashiell OrrinLarchmont AutoPersonal autoLapsedOct 9, 2025Oct 9, 2026
IW-295433Bluffside Auto RepairIronwood SpecialtyWorkers compRenewal dueOct 27, 2025Oct 27, 2026
HC-448277Bluffside Auto RepairHarborline CasualtyBusiness ownersRenewal dueOct 27, 2025Oct 27, 2026
BF-814022Ingrid LiebermannBrightfen InsuranceHomeownersOffer sentOct 30, 2025Oct 30, 2026
BF-814037Ingrid LiebermannBrightfen InsurancePersonal autoOffer sentOct 30, 2025Oct 30, 2026
HC-448240Gullcrest BakeryHarborline CasualtyBusiness ownersRenewal dueNov 5, 2025Nov 5, 2026
PG-482956Gunnar SolbergPinegate MutualHomeownersRenewal dueNov 8, 2025Nov 8, 2026
PG-483011Gunnar SolbergPinegate MutualPersonal autoRenewal dueNov 8, 2025Nov 8, 2026
HC-448291Kestrelfield LandscapingHarborline CasualtyWorkers compOffer sentNov 11, 2025Nov 11, 2026
OR-731729Folasade NwachukwuOakridge ReserveRentersRenewal dueNov 14, 2025Nov 14, 2026

22 more rows

Clients

20 sample rows · 9 columns

The households and small businesses the agency insures, with how to reach them and what they hold.

ClientClient typePhoneEmailClient sinceCoveragePolicies
Alden MorrowbyHousehold(218) 555-0129alden.morrowby@northshorepostbox.netOct 18, 2024AutoUmbrellaLA-551268
Anneke VandermeerHousehold(218) 555-0111anneke.vandermeer@northshorepostbox.netOct 18, 2024HomeAutoPG-482913, LA-551207
Bluffside Auto RepairSmall business(218) 555-0122shop@bluffsideautorepairco.comOct 18, 2022BusinessWorkers compIW-295433, HC-448277
Bolanle AdeyemiHousehold(218) 555-0123bolanle.adeyemi@ironrangeinbox.orgOct 18, 2021RentersOR-731733
Britta SorensenHousehold(218) 555-0130britta.sorensen@lakeviewcourier.comOct 18, 2023HomeAutoPG-483094
Corrado PellegriniHousehold(218) 555-0121corrado.pellegrini@lakeviewcourier.comOct 18, 2023HomeAutoPG-483067, PG-483071
Dashiell OrrinHousehold(218) 555-0115dashiell.orrin@northshorepostbox.netOct 18, 2020AutoLA-551219
Folasade NwachukwuHousehold(218) 555-0120folasade.nwachukwu@northshorepostbox.netOct 18, 2024RentersAutoOR-731729, LA-551244
Gullcrest BakerySmall business(218) 555-0114owners@gullcrestbakeryco.comOct 18, 2021BusinessHC-448240
Gunnar SolbergHousehold(218) 555-0112gunnar.solberg@lakeviewcourier.comOct 18, 2023HomeAutoUmbrellaPG-482956, PG-483011, OR-731688
Harborview Dental AssociatesSmall business(218) 555-0116office@harborviewdentalco.comOct 18, 2019BusinessWorkers compIW-295401, HC-448263
Ingrid LiebermannHousehold(218) 555-0117ingrid.liebermann@lakeviewcourier.comOct 18, 2018HomeAutoBF-814022, BF-814037

8 more rows

Carriers

6 sample rows · 7 columns

The insurance companies the agency is appointed with and what it earns on each.

CarrierAgency codeLines writtenCommission rateAgency service linePolicies
Brightfen Insurance8140HomeownersPersonal autoBusiness owners13(218) 555-0166BF-814022, BF-814037, BF-814049, BF-814053, BF-814067
Harborline Casualty4482Business ownersWorkers comp12(218) 555-0162HC-448240, HC-448263, HC-448277, HC-448291, HC-448304
Ironwood Specialty2954Business ownersWorkers comp10(218) 555-0164IW-295401, IW-295418, IW-295433, IW-295447
Larchmont Auto5603Personal autoRenters11(218) 555-0165LA-551207, LA-551219, LA-551230, LA-551244, LA-551256, LA-551268
Oakridge Reserve7316HomeownersRentersUmbrella15(218) 555-0163OR-731688, OR-731702, OR-731715, OR-731729, OR-731733, OR-731746
Pinegate Mutual6071HomeownersPersonal autoUmbrella14(218) 555-0161PG-482913, PG-482956, PG-483011, PG-483042, PG-483067, PG-483071, PG-483088, PG-483094

Also included

  • Renewals due this monthDigest
  • Policy expiringNotificationReminds the account manager a month before a policy's term ends so the renewal offer goes out in time.
  • Renewal offer letterDocumentThe letter a client gets with the carrier's renewal premium and the date to accept.

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