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
Use this templatePolicy book
Policies| Policy number | Client | Carrier | Line of coverage | Status | Term began | Expires on |
|---|---|---|---|---|---|---|
| PG-483094 | Britta Sorensen | Pinegate Mutual | Homeowners | Lapsed | Aug 26, 2025 | Aug 26, 2026 |
| BF-814067 | Rosalind Espinal | Brightfen Insurance | Homeowners | Lapsed | Sep 14, 2025 | Sep 14, 2026 |
| LA-551219 | Dashiell Orrin | Larchmont Auto | Personal auto | Lapsed | Sep 26, 2025 | Sep 26, 2026 |
| IW-295433 | Bluffside Auto Repair | Ironwood Specialty | Workers comp | Renewal due | Oct 14, 2025 | Oct 14, 2026 |
| HC-448277 | Bluffside Auto Repair | Harborline Casualty | Business owners | Renewal due | Oct 14, 2025 | Oct 14, 2026 |
| BF-814022 | Ingrid Liebermann | Brightfen Insurance | Homeowners | Offer sent | Oct 17, 2025 | Oct 17, 2026 |
| BF-814037 | Ingrid Liebermann | Brightfen Insurance | Personal auto | Offer sent | Oct 17, 2025 | Oct 17, 2026 |
| HC-448240 | Gullcrest Bakery | Harborline Casualty | Business owners | Renewal due | Oct 23, 2025 | Oct 23, 2026 |
| PG-482956 | Gunnar Solberg | Pinegate Mutual | Homeowners | Renewal due | Oct 26, 2025 | Oct 26, 2026 |
| PG-483011 | Gunnar Solberg | Pinegate Mutual | Personal auto | Renewal due | Oct 26, 2025 | Oct 26, 2026 |
| HC-448291 | Kestrelfield Landscaping | Harborline Casualty | Workers comp | Offer sent | Oct 29, 2025 | Oct 29, 2026 |
| OR-731729 | Folasade Nwachukwu | Oakridge Reserve | Renters | Renewal due | Nov 1, 2025 | Nov 1, 2026 |
22 more rows
Tables
Policies
34 sample rows · 11 columnsEvery policy the agency services, the carrier that wrote it and the date its term ends.
| Policy number | Client | Carrier | Line of coverage | Status | Term began | Expires on |
|---|---|---|---|---|---|---|
| PG-483094 | Britta Sorensen | Pinegate Mutual | Homeowners | Lapsed | Aug 26, 2025 | Aug 26, 2026 |
| BF-814067 | Rosalind Espinal | Brightfen Insurance | Homeowners | Lapsed | Sep 14, 2025 | Sep 14, 2026 |
| LA-551219 | Dashiell Orrin | Larchmont Auto | Personal auto | Lapsed | Sep 26, 2025 | Sep 26, 2026 |
| IW-295433 | Bluffside Auto Repair | Ironwood Specialty | Workers comp | Renewal due | Oct 14, 2025 | Oct 14, 2026 |
| HC-448277 | Bluffside Auto Repair | Harborline Casualty | Business owners | Renewal due | Oct 14, 2025 | Oct 14, 2026 |
| BF-814022 | Ingrid Liebermann | Brightfen Insurance | Homeowners | Offer sent | Oct 17, 2025 | Oct 17, 2026 |
| BF-814037 | Ingrid Liebermann | Brightfen Insurance | Personal auto | Offer sent | Oct 17, 2025 | Oct 17, 2026 |
| HC-448240 | Gullcrest Bakery | Harborline Casualty | Business owners | Renewal due | Oct 23, 2025 | Oct 23, 2026 |
| PG-482956 | Gunnar Solberg | Pinegate Mutual | Homeowners | Renewal due | Oct 26, 2025 | Oct 26, 2026 |
| PG-483011 | Gunnar Solberg | Pinegate Mutual | Personal auto | Renewal due | Oct 26, 2025 | Oct 26, 2026 |
| HC-448291 | Kestrelfield Landscaping | Harborline Casualty | Workers comp | Offer sent | Oct 29, 2025 | Oct 29, 2026 |
| OR-731729 | Folasade Nwachukwu | Oakridge Reserve | Renters | Renewal due | Nov 1, 2025 | Nov 1, 2026 |
22 more rows
Clients
20 sample rows · 9 columnsThe households and small businesses the agency insures, with how to reach them and what they hold.
| Client | Client type | Phone | Client since | Coverage | Policies | |
|---|---|---|---|---|---|---|
| Alden Morrowby | Household | (218) 555-0129 | alden.morrowby@northshorepostbox.net | Oct 5, 2024 | AutoUmbrella | LA-551268 |
| Anneke Vandermeer | Household | (218) 555-0111 | anneke.vandermeer@northshorepostbox.net | Oct 5, 2024 | HomeAuto | PG-482913, LA-551207 |
| Bluffside Auto Repair | Small business | (218) 555-0122 | shop@bluffsideautorepairco.com | Oct 5, 2022 | BusinessWorkers comp | IW-295433, HC-448277 |
| Bolanle Adeyemi | Household | (218) 555-0123 | bolanle.adeyemi@ironrangeinbox.org | Oct 5, 2021 | Renters | OR-731733 |
| Britta Sorensen | Household | (218) 555-0130 | britta.sorensen@lakeviewcourier.com | Oct 5, 2023 | HomeAuto | PG-483094 |
| Corrado Pellegrini | Household | (218) 555-0121 | corrado.pellegrini@lakeviewcourier.com | Oct 5, 2023 | HomeAuto | PG-483067, PG-483071 |
| Dashiell Orrin | Household | (218) 555-0115 | dashiell.orrin@northshorepostbox.net | Oct 5, 2020 | Auto | LA-551219 |
| Folasade Nwachukwu | Household | (218) 555-0120 | folasade.nwachukwu@northshorepostbox.net | Oct 5, 2024 | RentersAuto | OR-731729, LA-551244 |
| Gullcrest Bakery | Small business | (218) 555-0114 | owners@gullcrestbakeryco.com | Oct 5, 2021 | Business | HC-448240 |
| Gunnar Solberg | Household | (218) 555-0112 | gunnar.solberg@lakeviewcourier.com | Oct 5, 2023 | HomeAutoUmbrella | PG-482956, PG-483011, OR-731688 |
| Harborview Dental Associates | Small business | (218) 555-0116 | office@harborviewdentalco.com | Oct 5, 2019 | BusinessWorkers comp | IW-295401, HC-448263 |
| Ingrid Liebermann | Household | (218) 555-0117 | ingrid.liebermann@lakeviewcourier.com | Oct 5, 2018 | HomeAuto | BF-814022, BF-814037 |
8 more rows
Carriers
6 sample rows · 7 columnsThe insurance companies the agency is appointed with and what it earns on each.
| Carrier | Agency code | Lines written | Commission rate | Agency service line | Policies |
|---|---|---|---|---|---|
| Brightfen Insurance | 8140 | HomeownersPersonal autoBusiness owners | 13 | (218) 555-0166 | BF-814022, BF-814037, BF-814049, BF-814053, BF-814067 |
| Harborline Casualty | 4482 | Business ownersWorkers comp | 12 | (218) 555-0162 | HC-448240, HC-448263, HC-448277, HC-448291, HC-448304 |
| Ironwood Specialty | 2954 | Business ownersWorkers comp | 10 | (218) 555-0164 | IW-295401, IW-295418, IW-295433, IW-295447 |
| Larchmont Auto | 5603 | Personal autoRenters | 11 | (218) 555-0165 | LA-551207, LA-551219, LA-551230, LA-551244, LA-551256, LA-551268 |
| Oakridge Reserve | 7316 | HomeownersRentersUmbrella | 15 | (218) 555-0163 | OR-731688, OR-731702, OR-731715, OR-731729, OR-731733, OR-731746 |
| Pinegate Mutual | 6071 | HomeownersPersonal autoUmbrella | 14 | (218) 555-0161 | PG-482913, PG-482956, PG-483011, PG-483042, PG-483067, PG-483071, PG-483088, PG-483094 |
Forms and booking
Ask for a quote
FormAsk for a quoteThe page behind the agency's website button for people shopping for coverage.
Whose name should the quote be in? *
Is the coverage for a household or a business?HouseholdSmall business
Which email should we send the quote to?
What number can a producer call?
Which kinds of coverage are you shopping for?HomeAutoUmbrellaRentersBusinessWorkers comp
Get my quoteAlso 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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