Insurance Agency Desk
Independent insurance agencies and brokers
Insureds, policies, renewals, claims and follow-ups for an independent insurance agency.
Use this templateInsurance Agency Desk
The agency's book in one place: insureds, every policy with its expiry and days to renewal, claims in progress, and the follow-ups the team owes. It tracks work only and gives no coverage advice. Start with Expiring in 60 days, then clear Mine.
Dashboard
Renewal workflow
Supporting an insured through a claim
New business intake
Weekly service rhythm
Insureds
The households and businesses the agency insures.
| Insured | Status | Type | Phone | Insured since | Account manager | |
|---|---|---|---|---|---|---|
| The Halloran household | Insured | halloran.home@mailpost.net | (402) 555-0171 | Sep 9, 2022 | Tomasz Wieczorek | |
| Greer & Osei Dental | Insured | office@greerosei.net | (402) 555-0172 | May 1, 2024 | Rosalind Gutierrez | |
| Parisa Mohammadi | Insured | p.mohammadi@mailpost.net | (402) 555-0173 | Sep 13, 2025 | Tomasz Wieczorek | |
| Riverbend Roofing | Insured | owner@riverbendroofing.net | (402) 555-0174 | Jul 6, 2023 | Rosalind Gutierrez | |
| The Lindqvist-Banks household | Insured | lindqvistbanks@mailpost.net | (402) 555-0175 | Dec 22, 2025 | Tomasz Wieczorek | |
| Tallgrass Bakery | Insured | hello@tallgrassbakery.net | (402) 555-0176 | Apr 1, 2026 | Rosalind Gutierrez | |
| Desmond Achterberg | Lapsed | d.achterberg@mailpost.net | (402) 555-0177 | Jan 22, 2024 | Tomasz Wieczorek | |
| Sunrise Learning Center | Prospect | admin@sunriselearning.net | (402) 555-0178 | — | Colm Fairweather |
Policies
Each policy placed, with carrier, term dates and renewal status.
| Policy | Status | Line | Carrier | Annual premium (USD) | Effective | Expires |
|---|---|---|---|---|---|---|
| Halloran home | In force | Pinnacle Mutual | $1,840 | Nov 12, 2025 | Nov 12, 2026 | |
| Halloran auto, two vehicles | Renewing | Harborview Insurance | $2,210 | Nov 2, 2025 | Nov 2, 2026 | |
| Greer & Osei commercial property | In force | Northgate Casualty | $3,650 | Apr 1, 2026 | Apr 1, 2027 | |
| Greer & Osei general liability | In force | Northgate Casualty | $1,420 | Apr 1, 2026 | Apr 1, 2027 | |
| Mohammadi renters | In force | Sable Ridge Insurance | $310 | Jul 10, 2026 | Jul 10, 2027 | |
| Riverbend workers compensation | Renewing | Northgate Casualty | $9,800 | Oct 25, 2025 | Oct 25, 2026 | |
| Riverbend general liability | In force | Harborview Insurance | $4,100 | Oct 25, 2025 | Oct 25, 2026 | |
| Lindqvist-Banks home and umbrella | In force | Pinnacle Mutual | $2,480 | Jun 20, 2026 | Jun 20, 2027 |
Claims
Claims reported on policies, tracked until the carrier closes them.
| Claim | Status | Date of loss | Reported on | Claimed amount (USD) | Carrier adjuster | Policy |
|---|---|---|---|---|---|---|
| Hail damage to roof | Investigating | Sep 28, 2026 | Sep 30, 2026 | $14,200 | M. Sorensen | Halloran home |
| Rear-end collision, Halloran car | Settled | Jun 30, 2026 | Jul 1, 2026 | $3,850 | A. Wanjiru | Halloran auto, two vehicles |
| Water damage in kitchen | Reported | Oct 14, 2026 | Oct 15, 2026 | $6,100 | To be assigned | Lindqvist-Banks home and umbrella |
| Worker injury, ladder fall | Investigating | Sep 15, 2026 | Sep 16, 2026 | $28,400 | D. Petrakis | Riverbend workers compensation |
| Customer slip at entrance | Denied | Jul 20, 2026 | Jul 22, 2026 | $5,200 | R. Lindholm | Greer & Osei general liability |
| Stolen laptop from office | Settled | May 21, 2026 | May 22, 2026 | $1,800 | A. Wanjiru | Greer & Osei commercial property |
Follow-ups
Calls, quotes and documents the team owes insureds.
| Follow-up | Status | Kind | Due | Completed on | Policy | Owner |
|---|---|---|---|---|---|---|
| Renewal call about auto premium change | To do | Oct 22, 2026 | — | Halloran auto, two vehicles | Tomasz Wieczorek | |
| Remarket workers compensation | Doing | Oct 20, 2026 | — | Riverbend workers compensation | Rosalind Gutierrez | |
| Send claim photos to carrier | To do | Oct 19, 2026 | — | Halloran home | Tomasz Wieczorek | |
| Review home coverage after kitchen renovation | To do | Nov 7, 2026 | — | Lindqvist-Banks home and umbrella | Tomasz Wieczorek | |
| Renewal call for home policy | To do | Nov 1, 2026 | — | Halloran home | Tomasz Wieczorek | |
| Collect signed application for liability quote | Doing | Oct 15, 2026 | — | Sunrise Learning general liability quote | Colm Fairweather | |
| Confirm lapsed auto policy status | Done | Oct 10, 2026 | Oct 10, 2026 | Achterberg auto | Tomasz Wieczorek | |
| Annual review call for dental office | To do | Oct 16, 2026 | — | Greer & Osei commercial property | Rosalind Gutierrez |
The renewal book and open claims.
| Policy | Status | Line | Carrier | Annual premium (USD) | Effective | Expires |
|---|---|---|---|---|---|---|
| Halloran home | In force | Pinnacle Mutual | $1,840 | Nov 12, 2025 | Nov 12, 2026 | |
| Halloran auto, two vehicles | Renewing | Harborview Insurance | $2,210 | Nov 2, 2025 | Nov 2, 2026 | |
| Greer & Osei commercial property | In force | Northgate Casualty | $3,650 | Apr 1, 2026 | Apr 1, 2027 | |
| Greer & Osei general liability | In force | Northgate Casualty | $1,420 | Apr 1, 2026 | Apr 1, 2027 | |
| Mohammadi renters | In force | Sable Ridge Insurance | $310 | Jul 10, 2026 | Jul 10, 2027 | |
| Riverbend workers compensation | Renewing | Northgate Casualty | $9,800 | Oct 25, 2025 | Oct 25, 2026 | |
| Riverbend general liability | In force | Harborview Insurance | $4,100 | Oct 25, 2025 | Oct 25, 2026 | |
| Lindqvist-Banks home and umbrella | In force | Pinnacle Mutual | $2,480 | Jun 20, 2026 | Jun 20, 2027 |
| Policy | Status | Line | Carrier | Annual premium (USD) | Effective | Expires |
|---|---|---|---|---|---|---|
| Halloran home | In force | Pinnacle Mutual | $1,840 | Nov 12, 2025 | Nov 12, 2026 | |
| Halloran auto, two vehicles | Renewing | Harborview Insurance | $2,210 | Nov 2, 2025 | Nov 2, 2026 | |
| Greer & Osei commercial property | In force | Northgate Casualty | $3,650 | Apr 1, 2026 | Apr 1, 2027 | |
| Greer & Osei general liability | In force | Northgate Casualty | $1,420 | Apr 1, 2026 | Apr 1, 2027 | |
| Mohammadi renters | In force | Sable Ridge Insurance | $310 | Jul 10, 2026 | Jul 10, 2027 | |
| Riverbend workers compensation | Renewing | Northgate Casualty | $9,800 | Oct 25, 2025 | Oct 25, 2026 | |
| Riverbend general liability | In force | Harborview Insurance | $4,100 | Oct 25, 2025 | Oct 25, 2026 | |
| Lindqvist-Banks home and umbrella | In force | Pinnacle Mutual | $2,480 | Jun 20, 2026 | Jun 20, 2027 |
| Claim | Status | Date of loss | Reported on | Claimed amount (USD) | Carrier adjuster | Policy |
|---|---|---|---|---|---|---|
| Hail damage to roof | Investigating | Sep 28, 2026 | Sep 30, 2026 | $14,200 | M. Sorensen | Halloran home |
| Rear-end collision, Halloran car | Settled | Jun 30, 2026 | Jul 1, 2026 | $3,850 | A. Wanjiru | Halloran auto, two vehicles |
| Water damage in kitchen | Reported | Oct 14, 2026 | Oct 15, 2026 | $6,100 | To be assigned | Lindqvist-Banks home and umbrella |
| Worker injury, ladder fall | Investigating | Sep 15, 2026 | Sep 16, 2026 | $28,400 | D. Petrakis | Riverbend workers compensation |
| Customer slip at entrance | Denied | Jul 20, 2026 | Jul 22, 2026 | $5,200 | R. Lindholm | Greer & Osei general liability |
| Stolen laptop from office | Settled | May 21, 2026 | May 22, 2026 | $1,800 | A. Wanjiru | Greer & Osei commercial property |
| Follow-up | Status | Kind | Due | Completed on | Policy | Owner |
|---|---|---|---|---|---|---|
| Renewal call about auto premium change | To do | Oct 22, 2026 | — | Halloran auto, two vehicles | Tomasz Wieczorek | |
| Remarket workers compensation | Doing | Oct 20, 2026 | — | Riverbend workers compensation | Rosalind Gutierrez | |
| Send claim photos to carrier | To do | Oct 19, 2026 | — | Halloran home | Tomasz Wieczorek | |
| Review home coverage after kitchen renovation | To do | Nov 7, 2026 | — | Lindqvist-Banks home and umbrella | Tomasz Wieczorek | |
| Renewal call for home policy | To do | Nov 1, 2026 | — | Halloran home | Tomasz Wieczorek | |
| Collect signed application for liability quote | Doing | Oct 15, 2026 | — | Sunrise Learning general liability quote | Colm Fairweather | |
| Confirm lapsed auto policy status | Done | Oct 10, 2026 | Oct 10, 2026 | Achterberg auto | Tomasz Wieczorek | |
| Annual review call for dental office | To do | Oct 16, 2026 | — | Greer & Osei commercial property | Rosalind Gutierrez |
Expiring in the next 30 days
| Policy | Status | Line | Carrier | Annual premium (USD) | Effective | Expires |
|---|---|---|---|---|---|---|
| Halloran home | In force | Pinnacle Mutual | $1,840 | Nov 12, 2025 | Nov 12, 2026 | |
| Halloran auto, two vehicles | Renewing | Harborview Insurance | $2,210 | Nov 2, 2025 | Nov 2, 2026 | |
| Greer & Osei commercial property | In force | Northgate Casualty | $3,650 | Apr 1, 2026 | Apr 1, 2027 | |
| Greer & Osei general liability | In force | Northgate Casualty | $1,420 | Apr 1, 2026 | Apr 1, 2027 | |
| Mohammadi renters | In force | Sable Ridge Insurance | $310 | Jul 10, 2026 | Jul 10, 2027 | |
| Riverbend workers compensation | Renewing | Northgate Casualty | $9,800 | Oct 25, 2025 | Oct 25, 2026 | |
| Riverbend general liability | In force | Harborview Insurance | $4,100 | Oct 25, 2025 | Oct 25, 2026 | |
| Lindqvist-Banks home and umbrella | In force | Pinnacle Mutual | $2,480 | Jun 20, 2026 | Jun 20, 2027 |
Claims in progress
| Claim | Status | Date of loss | Reported on | Claimed amount (USD) | Carrier adjuster | Policy |
|---|---|---|---|---|---|---|
| Hail damage to roof | Investigating | Sep 28, 2026 | Sep 30, 2026 | $14,200 | M. Sorensen | Halloran home |
| Rear-end collision, Halloran car | Settled | Jun 30, 2026 | Jul 1, 2026 | $3,850 | A. Wanjiru | Halloran auto, two vehicles |
| Water damage in kitchen | Reported | Oct 14, 2026 | Oct 15, 2026 | $6,100 | To be assigned | Lindqvist-Banks home and umbrella |
| Worker injury, ladder fall | Investigating | Sep 15, 2026 | Sep 16, 2026 | $28,400 | D. Petrakis | Riverbend workers compensation |
| Customer slip at entrance | Denied | Jul 20, 2026 | Jul 22, 2026 | $5,200 | R. Lindholm | Greer & Osei general liability |
| Stolen laptop from office | Settled | May 21, 2026 | May 22, 2026 | $1,800 | A. Wanjiru | Greer & Osei commercial property |
Follow-ups overdue
| Follow-up | Status | Kind | Due | Completed on | Policy | Owner |
|---|---|---|---|---|---|---|
| Renewal call about auto premium change | To do | Oct 22, 2026 | — | Halloran auto, two vehicles | Tomasz Wieczorek | |
| Remarket workers compensation | Doing | Oct 20, 2026 | — | Riverbend workers compensation | Rosalind Gutierrez | |
| Send claim photos to carrier | To do | Oct 19, 2026 | — | Halloran home | Tomasz Wieczorek | |
| Review home coverage after kitchen renovation | To do | Nov 7, 2026 | — | Lindqvist-Banks home and umbrella | Tomasz Wieczorek | |
| Renewal call for home policy | To do | Nov 1, 2026 | — | Halloran home | Tomasz Wieczorek | |
| Collect signed application for liability quote | Doing | Oct 15, 2026 | — | Sunrise Learning general liability quote | Colm Fairweather | |
| Confirm lapsed auto policy status | Done | Oct 10, 2026 | Oct 10, 2026 | Achterberg auto | Tomasz Wieczorek | |
| Annual review call for dental office | To do | Oct 16, 2026 | — | Greer & Osei commercial property | Rosalind Gutierrez |
How to read the numbers
Renewals are where an agency earns its keep. A calm sixty days beats a frantic five.
Timeline
Tracking
Use Expiring in 60 days every Monday.
Press Start renewal when work begins so the status reads Renewing.
Log every conversation in the policy page.
First call
Express care before process. Ask if anyone is hurt and if the damage is contained.
Collect what happened, when, and the photos they have.
Give the carrier's claim line and report the claim the same day.
While the claim is open
Log the claim with the date of loss and reported date.
Add the carrier's claim number and adjuster to the row.
Call the insured every two weeks even if there is no news.
Closing
Confirm the settlement matches the policy language.
Note anything the insured should change at renewal.
Say what you know, say what you do not know, and say when you will call again.
Information to collect
Contact details and the effective date they need.
Business: operations, payroll, revenue range, locations, vehicles.
Household: property details, drivers, prior claims.
Steps
Create the insured and a policy at Quote.
Gather applications and send them for signature.
Submit to the carriers you place that line with.
Present options in plain language, with differences in cover listed.
When bound, change the status to In force and set the dates.
This template tracks workflow only; coverage advice follows your licence and the carrier rules.
Monday
Review Expiring in 60 days and assign renewals.
Review Claims in progress and agree who calls whom.
Daily
Work Mine from the top; anything overdue is first.
Log every call on the policy page before moving on.
Friday
Tick off finished follow-ups.
Move statuses so the dashboard is true.
Write down the three things Monday needs to start with.
What's inside
5 tables · 22 views · 1 form · 3 row actions · 1 agent6 pages
- Insurance Agency Desk
- Dashboard
- Renewal workflow
- Supporting an insured through a claim
- New business intake
- Weekly service rhythm
4 tables
- Insureds3 views · 8 sample rows
- Policies8 views · 12 sample rows
- Claims4 views · 6 sample rows
- Follow-ups7 views · 9 sample rows
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