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Insurance agency
Lanternwick Insurance Agency
Legal and professionalSales pipelineImportsNothing gets lost
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.
What it makes
- 3 tables
- 5 views
- 1 form
- 2 sets of dimensions
- 1 digest
- 1 document
- 1 notification
- 1 agent