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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
1Tsering Dolkar-Bellweather — Policy review
2Rydell-Amadi, Ezekiel — New quote consultation
3
4
5Ouedraogo-Pelletier, Sabine — New quote consultation
6
7Tidewater Cooperage Supply LLC — Renewal reviewSaltmarsh Bakery & Provisions — Renewal review+1
8Hartmut Oyebanji-Lindgren — Renewal reviewVukovic-Ekwueme, Thaddeus — New quote consultation
9Rosemund Mazzantini-Aluko — Add a driver or propertyKittiwake Charter Fishing Co. — Renewal review+2
10
11
12Brannigan-Fofanah, Calista — New quote consultationIsaura Falkenrath-Menon — Renewal review
13Odessa Whitlock-Nnamdi — Claim helpRosemund Mazzantini-Aluko — Renewal review
14Philomela Strandberg-Eze — Policy reviewOstrowski-Adebayo, Wren — New quote consultation
15Eamon Chukwuemeka-Rathbone — Renewal reviewBram Haverkamp-Okoye — Life and umbrella planning
16Verity Mukherjee-Tolliver — Policy reviewLinden Pier Dental Studio LLC — Claim help
17
18
19Cormac Ifeanyi-Ludlow — Add a driver or propertyTsering Dolkar-Bellweather — Renewal review
20
21
22
23
24
25
26
27
28
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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 15, 1:00 PM60
Ravenhill-Aduba, Dunstan — New quote consultationNew quote consultation——Ilona Brzozowska-AdelekeSep 16, 1:00 PM60
Isaura Falkenrath-Menon — Claim helpClaim helpIsaura Falkenrath-MenonWH-418522Cyprian Waweru-LindholmSep 18, 1:00 PM60
Gullwing Marine Canvas Works — Renewal reviewRenewal reviewGullwing Marine Canvas WorksWH-418670Tobiah Farquhar-NwosuSep 21, 1:00 PM30
Quinteros-Marsh, Iolanthe — New quote consultationNew quote consultation——Ilona Brzozowska-AdelekeSep 22, 1:00 PM90
Cormac Ifeanyi-Ludlow — Life and umbrella planningLife and umbrella planningCormac Ifeanyi-LudlowWH-418781Cyprian Waweru-LindholmSep 23, 1:00 PM60
Tranquilli-Nwachukwu, Maeve — New quote consultationNew quote consultation——Tobiah Farquhar-NwosuSep 23, 2:00 PM60
Eamon Chukwuemeka-Rathbone — Add a driver or propertyAdd a driver or propertyEamon Chukwuemeka-RathboneWH-419003Tobiah Farquhar-NwosuSep 24, 1:00 PM30
Oluwaseun-Kerrigan, Fabian — New quote consultationNew quote consultation——Ilona Brzozowska-AdelekeSep 25, 1:00 PM60
Linden Pier Dental Studio LLC — Renewal reviewRenewal reviewLinden Pier Dental Studio LLCWH-419077Cyprian Waweru-LindholmSep 28, 1:00 PM30
Lucan Adeniran-Prewitt — Policy reviewPolicy reviewLucan Adeniran-PrewittWH-418633Ilona Brzozowska-AdelekeSep 28, 1:30 PM30
Bram Haverkamp-Okoye — Policy reviewPolicy reviewBram Haverkamp-OkoyeWH-419225Tobiah Farquhar-NwosuSep 29, 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 15, 2021WH-419188, WH-419225
Cormac Ifeanyi-LudlowHousehold(207) 555-0108cormac.ifeanyiludlow@wh-harborpost.netScarboroughNov 1, 2021WH-418781, WH-418818
Eamon Chukwuemeka-RathboneHousehold(207) 555-0111eamon.chukwuemekarathbone@wh-harborpost.netGorhamSep 1, 2025WH-419003, WH-419040
Gullwing Marine Canvas WorksSmall business(207) 555-0106office6@wh-harborpost.netPortland WaterfrontMay 16, 2019WH-418670
Hartmut Oyebanji-LindgrenHousehold(207) 555-0101hartmut.oyebanjilindgren@wh-harborpost.netPortland PeninsulaSep 27, 2020WH-418300, WH-418337
Isaura Falkenrath-MenonLandlord(207) 555-0104isaura.falkenrathmenon@wh-harborpost.netSouth PortlandApr 19, 2024WH-418522, WH-418559
Kittiwake Charter Fishing Co.Small business(207) 555-0116office16@wh-harborpost.netPortland WaterfrontMar 11, 2020WH-419299, WH-419336
Linden Pier Dental Studio LLCSmall business(207) 555-0112office12@wh-harborpost.netFalmouthJan 10, 2024WH-419077
Lucan Adeniran-PrewittHousehold(207) 555-0105lucan.adeniranprewitt@wh-harborpost.netWestbrookJun 24, 2023WH-418596, WH-418633
Odessa Whitlock-NnamdiHousehold(207) 555-0113odessa.whitlocknnamdi@wh-harborpost.netCumberlandMay 24, 2025WH-419114, WH-419151
Philomela Strandberg-EzeHousehold(207) 555-0102philomela.strandbergeze@wh-harborpost.netFalmouthAug 28, 2022WH-418374, WH-418411
Rosemund Mazzantini-AlukoHousehold(207) 555-0107rosemund.mazzantinialuko@wh-harborpost.netCape ElizabethFeb 13, 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$190Aug 27, 2026Lapsed
WH-418596Lucan Adeniran-PrewittAutoHarborline Mutual$1,420Sep 14, 2026Lapsed
WH-418707Rosemund Mazzantini-AlukoAutoHarborline Mutual$2,210Oct 15, 2026Renewal due
WH-419114Odessa Whitlock-NnamdiHomePennant Reach Casualty$2,540Oct 18, 2026Renewal due
WH-419151Odessa Whitlock-NnamdiAutoHarborline Mutual$1,795Oct 18, 2026Renewal due
WH-418522Isaura Falkenrath-MenonHomePennant Reach Casualty$3,240Oct 20, 2026Renewal due
WH-418855Saltmarsh Bakery & ProvisionsBusiness ownerCutwater Specialty$5,320Oct 27, 2026Renewal due
WH-418892Saltmarsh Bakery & ProvisionsAutoHarborline Mutual$2,480Oct 27, 2026Renewal due
WH-418448Tidewater Cooperage Supply LLCBusiness ownerCutwater Specialty$8,400Nov 3, 2026Renewal due
WH-418300Hartmut Oyebanji-LindgrenAutoHarborline Mutual$1,840Nov 8, 2026Renewal due
WH-419299Kittiwake Charter Fishing Co.Business ownerCutwater Specialty$9,200Nov 11, 2026Renewal due
WH-418744Rosemund Mazzantini-AlukoHomePennant Reach Casualty$2,890Nov 13, 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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