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Insurance agency

Westerly Harbor Insurance · Insurance agency · Portland, ME

Nell Balogun is the agency principal at Westerly Harbor Insurance, an independent insurance agency in Portland, Maine, and uses this to fill the week's appointments with quote and renewal conversations without double-booking anyone.

Legal and professionalSchedulingBookings4 tables · 7 views · 2 forms · 2 dimension sets · 1 booking page · 1 digest · 1 notification · 1 stage rule set · 1 row action · 1 agent
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Week calendar

Appointments
October 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1Isaura Falkenrath-Menon — Claim help
2Gullwing Marine Canvas Works — Renewal review
3
4
5Quinteros-Marsh, Iolanthe — New quote consultation
6Cormac Ifeanyi-Ludlow — Life and umbrella planningTranquilli-Nwachukwu, Maeve — New quote consultation
7Eamon Chukwuemeka-Rathbone — Add a driver or property
8Oluwaseun-Kerrigan, Fabian — New quote consultation
9Linden Pier Dental Studio LLC — Renewal reviewLucan Adeniran-Prewitt — Policy review
10
11
12Bram Haverkamp-Okoye — Policy review
13Verity Mukherjee-Tolliver — Renewal reviewPhilomela Strandberg-Eze — Renewal review
14Tsering Dolkar-Bellweather — Policy review
15Rydell-Amadi, Ezekiel — New quote consultation
16Ouedraogo-Pelletier, Sabine — New quote consultation
17
18
19Tidewater Cooperage Supply LLC — Renewal reviewSaltmarsh Bakery & Provisions — Renewal review+1
20Hartmut Oyebanji-Lindgren — Renewal reviewVukovic-Ekwueme, Thaddeus — New quote consultation
21Rosemund Mazzantini-Aluko — Add a driver or propertyKittiwake Charter Fishing Co. — Renewal review+2
22Brannigan-Fofanah, Calista — New quote consultationIsaura Falkenrath-Menon — Renewal review
23Odessa Whitlock-Nnamdi — Claim helpRosemund Mazzantini-Aluko — Renewal review
24
25
26Philomela Strandberg-Eze — Policy reviewOstrowski-Adebayo, Wren — New quote consultation
27Eamon Chukwuemeka-Rathbone — Renewal reviewBram Haverkamp-Okoye — Life and umbrella planning
28Verity Mukherjee-Tolliver — Policy reviewLinden Pier Dental Studio LLC — Claim help
29Cormac Ifeanyi-Ludlow — Add a driver or propertyTsering Dolkar-Bellweather — Renewal review
30
31

Tables

Appointments

38 sample rows · 11 columns

Every quote consultation, policy review and renewal review on the agency calendar, and who is handling it.

AppointmentKindClientPolicyProducerSlotLength
Hartmut Oyebanji-Lindgren — Policy reviewPolicy reviewHartmut Oyebanji-LindgrenWH-418337Tobiah Farquhar-NwosuSep 28, 1:00 PM60
Ravenhill-Aduba, Dunstan — New quote consultationNew quote consultation——Ilona Brzozowska-AdelekeSep 29, 1:00 PM60
Isaura Falkenrath-Menon — Claim helpClaim helpIsaura Falkenrath-MenonWH-418522Cyprian Waweru-LindholmOct 1, 1:00 PM60
Gullwing Marine Canvas Works — Renewal reviewRenewal reviewGullwing Marine Canvas WorksWH-418670Tobiah Farquhar-NwosuOct 2, 1:00 PM30
Quinteros-Marsh, Iolanthe — New quote consultationNew quote consultation——Ilona Brzozowska-AdelekeOct 5, 1:00 PM90
Cormac Ifeanyi-Ludlow — Life and umbrella planningLife and umbrella planningCormac Ifeanyi-LudlowWH-418781Cyprian Waweru-LindholmOct 6, 1:00 PM60
Tranquilli-Nwachukwu, Maeve — New quote consultationNew quote consultation——Tobiah Farquhar-NwosuOct 6, 2:00 PM60
Eamon Chukwuemeka-Rathbone — Add a driver or propertyAdd a driver or propertyEamon Chukwuemeka-RathboneWH-419003Tobiah Farquhar-NwosuOct 7, 1:00 PM30
Oluwaseun-Kerrigan, Fabian — New quote consultationNew quote consultation——Ilona Brzozowska-AdelekeOct 8, 1:00 PM60
Linden Pier Dental Studio LLC — Renewal reviewRenewal reviewLinden Pier Dental Studio LLCWH-419077Cyprian Waweru-LindholmOct 9, 1:00 PM30
Lucan Adeniran-Prewitt — Policy reviewPolicy reviewLucan Adeniran-PrewittWH-418633Ilona Brzozowska-AdelekeOct 9, 1:30 PM30
Bram Haverkamp-Okoye — Policy reviewPolicy reviewBram Haverkamp-OkoyeWH-419225Tobiah Farquhar-NwosuOct 12, 1:00 PM60

26 more rows

Clients

16 sample rows · 9 columns

The households, landlords and small businesses the agency insures, and the policies each one holds.

ClientKind of clientPhoneEmailTownClient sincePolicies
Bram Haverkamp-OkoyeHousehold(207) 555-0114bram.haverkampokoye@wh-harborpost.netFreeportApr 27, 2021WH-419188, WH-419225
Cormac Ifeanyi-LudlowHousehold(207) 555-0108cormac.ifeanyiludlow@wh-harborpost.netScarboroughNov 13, 2021WH-418781, WH-418818
Eamon Chukwuemeka-RathboneHousehold(207) 555-0111eamon.chukwuemekarathbone@wh-harborpost.netGorhamSep 13, 2025WH-419003, WH-419040
Gullwing Marine Canvas WorksSmall business(207) 555-0106office6@wh-harborpost.netPortland WaterfrontMay 28, 2019WH-418670
Hartmut Oyebanji-LindgrenHousehold(207) 555-0101hartmut.oyebanjilindgren@wh-harborpost.netPortland PeninsulaOct 9, 2020WH-418300, WH-418337
Isaura Falkenrath-MenonLandlord(207) 555-0104isaura.falkenrathmenon@wh-harborpost.netSouth PortlandMay 1, 2024WH-418522, WH-418559
Kittiwake Charter Fishing Co.Small business(207) 555-0116office16@wh-harborpost.netPortland WaterfrontMar 23, 2020WH-419299, WH-419336
Linden Pier Dental Studio LLCSmall business(207) 555-0112office12@wh-harborpost.netFalmouthJan 22, 2024WH-419077
Lucan Adeniran-PrewittHousehold(207) 555-0105lucan.adeniranprewitt@wh-harborpost.netWestbrookJul 6, 2023WH-418596, WH-418633
Odessa Whitlock-NnamdiHousehold(207) 555-0113odessa.whitlocknnamdi@wh-harborpost.netCumberlandJun 5, 2025WH-419114, WH-419151
Philomela Strandberg-EzeHousehold(207) 555-0102philomela.strandbergeze@wh-harborpost.netFalmouthSep 9, 2022WH-418374, WH-418411
Rosemund Mazzantini-AlukoHousehold(207) 555-0107rosemund.mazzantinialuko@wh-harborpost.netCape ElizabethFeb 25, 2025WH-418707, WH-418744

4 more rows

Policies

29 sample rows · 7 columns

Every policy the agency has placed, its carrier, yearly premium and the day it renews.

PolicyClientLineCarrierAnnual premiumRenewsStatus
WH-419040Eamon Chukwuemeka-RathboneRentersPennant Reach Casualty$190Sep 8, 2026Lapsed
WH-418596Lucan Adeniran-PrewittAutoHarborline Mutual$1,420Sep 26, 2026Lapsed
WH-418707Rosemund Mazzantini-AlukoAutoHarborline Mutual$2,210Oct 27, 2026Renewal due
WH-419114Odessa Whitlock-NnamdiHomePennant Reach Casualty$2,540Oct 30, 2026Renewal due
WH-419151Odessa Whitlock-NnamdiAutoHarborline Mutual$1,795Oct 30, 2026Renewal due
WH-418522Isaura Falkenrath-MenonHomePennant Reach Casualty$3,240Nov 1, 2026Renewal due
WH-418855Saltmarsh Bakery & ProvisionsBusiness ownerCutwater Specialty$5,320Nov 8, 2026Renewal due
WH-418892Saltmarsh Bakery & ProvisionsAutoHarborline Mutual$2,480Nov 8, 2026Renewal due
WH-418448Tidewater Cooperage Supply LLCBusiness ownerCutwater Specialty$8,400Nov 15, 2026Renewal due
WH-418300Hartmut Oyebanji-LindgrenAutoHarborline Mutual$1,840Nov 20, 2026Renewal due
WH-419299Kittiwake Charter Fishing Co.Business ownerCutwater Specialty$9,200Nov 23, 2026Renewal due
WH-418744Rosemund Mazzantini-AlukoHomePennant Reach Casualty$2,890Nov 25, 2026Renewal due

17 more rows

Also included

  • Bookings to confirmDigest
  • Appointment boardStage rules
  • Appointment tomorrowNotificationReminds the producer the day before a confirmed appointment.
  • Mark no-showRow action

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