AI Matrx Logo

Insurance Agency Desk

Wexford & Day Insurance Agency · Insurance agency · Omaha, NE

Barnaby Quinlan-Osei runs an independent agency and uses this to see which policies renew soon, which claims are open, and which follow-up tasks are late. It tracks work only and gives no coverage advice.

Any businessSales pipelineLinked tables5 tables · 22 views · 1 form · 2 row actions · 1 agent
Use this template

Insureds board

Insureds
Prospect1
Sunrise Learning CenterBusinessadmin@sunriselearning.net
Insured6
The Halloran householdHouseholdhalloran.home@mailpost.net
Greer & Osei DentalBusinessoffice@greerosei.net
Parisa MohammadiHouseholdp.mohammadi@mailpost.net
Riverbend RoofingBusinessowner@riverbendroofing.net
The Lindqvist-Banks householdHouseholdlindqvistbanks@mailpost.net
1 more
Lapsed1
Desmond AchterbergHouseholdd.achterberg@mailpost.net

Tables

Insureds

8 sample rows · 14 columns

The households and businesses the agency insures.

InsuredStatusTypeEmailPhoneInsured sinceAccount manager
The Halloran householdInsuredHouseholdhalloran.home@mailpost.net(402) 555-0171Sep 9, 2022Tomasz Wieczorek
Greer & Osei DentalInsuredBusinessoffice@greerosei.net(402) 555-0172May 1, 2024Rosalind Gutierrez
Parisa MohammadiInsuredHouseholdp.mohammadi@mailpost.net(402) 555-0173Sep 13, 2025Tomasz Wieczorek
Riverbend RoofingInsuredBusinessowner@riverbendroofing.net(402) 555-0174Jul 6, 2023Rosalind Gutierrez
The Lindqvist-Banks householdInsuredHouseholdlindqvistbanks@mailpost.net(402) 555-0175Dec 22, 2025Tomasz Wieczorek
Tallgrass BakeryInsuredBusinesshello@tallgrassbakery.net(402) 555-0176Apr 1, 2026Rosalind Gutierrez
Desmond AchterbergLapsedHouseholdd.achterberg@mailpost.net(402) 555-0177Jan 22, 2024Tomasz Wieczorek
Sunrise Learning CenterProspectBusinessadmin@sunriselearning.net(402) 555-0178—Colm Fairweather

Policies

12 sample rows · 16 columns

Each policy placed, with carrier, term dates and renewal status.

PolicyStatusLineCarrierAnnual premium (USD)EffectiveExpires
Halloran homeIn forceHomePinnacle Mutual$1,840Nov 12, 2025Nov 12, 2026
Halloran auto, two vehiclesRenewingAutoHarborview Insurance$2,210Nov 2, 2025Nov 2, 2026
Greer & Osei commercial propertyIn forceCommercial propertyNorthgate Casualty$3,650Apr 1, 2026Apr 1, 2027
Greer & Osei general liabilityIn forceGeneral liabilityNorthgate Casualty$1,420Apr 1, 2026Apr 1, 2027
Mohammadi rentersIn forceRentersSable Ridge Insurance$310Jul 10, 2026Jul 10, 2027
Riverbend workers compensationRenewingWorkers compensationNorthgate Casualty$9,800Oct 25, 2025Oct 25, 2026
Riverbend general liabilityIn forceGeneral liabilityHarborview Insurance$4,100Oct 25, 2025Oct 25, 2026
Lindqvist-Banks home and umbrellaIn forceHomePinnacle Mutual$2,480Jun 20, 2026Jun 20, 2027
Tallgrass commercial packageIn forceCommercial propertySable Ridge Insurance$2,760Aug 19, 2026Aug 19, 2027
Achterberg autoLapsedAutoHarborview Insurance$1,480Aug 24, 2025Aug 24, 2026
Sunrise Learning general liability quoteQuoteGeneral liabilityNorthgate Casualty$3,100Oct 28, 2026Oct 28, 2027
Parisa Mohammadi autoIn forceAutoHarborview Insurance$1,320Nov 22, 2025Oct 16, 2026

Claims

6 sample rows · 9 columns

Claims reported on policies, tracked until the carrier closes them.

ClaimStatusDate of lossReported onClaimed amount (USD)Carrier adjusterPolicy
Hail damage to roofInvestigatingSep 28, 2026Sep 30, 2026$14,200M. SorensenHalloran home
Rear-end collision, Halloran carSettledJun 30, 2026Jul 1, 2026$3,850A. WanjiruHalloran auto, two vehicles
Water damage in kitchenReportedOct 14, 2026Oct 15, 2026$6,100To be assignedLindqvist-Banks home and umbrella
Worker injury, ladder fallInvestigatingSep 15, 2026Sep 16, 2026$28,400D. PetrakisRiverbend workers compensation
Customer slip at entranceDeniedJul 20, 2026Jul 22, 2026$5,200R. LindholmGreer & Osei general liability
Stolen laptop from officeSettledMay 21, 2026May 22, 2026$1,800A. WanjiruGreer & Osei commercial property

Follow-ups

9 sample rows · 9 columns

Calls, quotes and documents the team owes insureds.

Follow-upStatusKindDuePolicyOwnerAssigned to
Renewal call about auto premium changeTo doRenewal callOct 22, 2026Halloran auto, two vehiclesTomasz Wieczorek@installer
Remarket workers compensationDoingQuoteOct 20, 2026Riverbend workers compensationRosalind Gutierrez—
Send claim photos to carrierTo doDocumentOct 19, 2026Halloran homeTomasz Wieczorek@installer
Review home coverage after kitchen renovationTo doReviewNov 7, 2026Lindqvist-Banks home and umbrellaTomasz Wieczorek—
Renewal call for home policyTo doRenewal callNov 1, 2026Halloran homeTomasz Wieczorek@installer
Collect signed application for liability quoteDoingDocumentOct 15, 2026Sunrise Learning general liability quoteColm Fairweather—
Confirm lapsed auto policy statusDoneReviewOct 10, 2026Achterberg autoTomasz Wieczorek@installer
Annual review call for dental officeTo doReviewOct 16, 2026Greer & Osei commercial propertyRosalind Gutierrez—
Send certificate of insurance requestDoneDocumentOct 15, 2026Tallgrass commercial packagePriyanka Nakamura@installer

Also included

  • Start renewalRow action
  • Tick doneRow action

Related templates