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Insurance agency

Birchcombe Heights Insurance

Legal and professionalInventoryDrill-downAgents in your dataNothing gets lost

Ronan Garroway is the agency principal at Birchcombe Heights Insurance, an independent insurance agency in Kalamazoo, and he uses this to keep ID card stock, certificate pads, client giveaways and counter supplies counted at all three offices, reordered on time and never run out.

What it makes

  • 4 tables
  • 8 views
  • 1 form
  • 2 sets of dimensions
  • 1 document
  • 1 dashboard
  • 1 drill-down
  • 1 row action
  • 1 notification
  • 1 agent
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