The Beacon Ridge Insurance Group Console
A live simulation of a Lemon Receptionist deployment for a full-service commercial agency. Six trained receptionists handling new-business quotes, claims FNOL intake, renewals, and after-hours catastrophe response.
Harper Lang
New Business Intake
Personal Lines Quotes · Home + Auto
Desmond Ayers
24/7 Claims / FNOL Line
Overnight · Cat Response · Auto Total-Loss
Camille Rousseau
Bilingual Policy Service
FR / ES Book · Personal & Small Commercial
Kenji Nakamura
Commercial Lines Coordinator
BOP · Workers Comp · Fleet
Priya Anand
Renewals & Retention
Renewal Book · Rate Reviews · Cross-Sell
Eleanor Beaumont
Key Account & Executive Escalations
High-Net-Worth · Executive Risk · Complaints
Voice Calls
Inbound quote requests, policy service calls, and after-hours First Notice of Loss claims intake.
SMS
Renewal confirmations, ID-card sends, and quick approvals from insureds on the road.
Client Portal
Applied Epic, EZLynx, HawkSoft, and carrier portals — endorsements, certificates, and billing questions handled in-channel.
Every Inquiry Through Renewal
Drag tickets across the account pipeline — new inquiry, walk-through, quote sent, active account, and close/renewal. Each card owns client, service line, fee model, budget vs. WIP, and progress checklist.
Every Truck, Every Site
Drag jobs across the dispatch board — prep, en route, on site, wrap/QC, and signed-off. Cards show client, crew, window, round, and priority so nothing misses a service window.
Every Dollar Reconciled
Drag ledger lines across — quoted, contract live, in progress, billing issue, and invoiced. Actual vs. planned rolls up live for the account manager.
Rewrite decision pending. Openly is $180 below expiring; Progressive matches umbrella endorsement.
Foremost DP-3s ready to bind Thursday. Mortgage clauses issued to Fidelity Bank.
Fleet on monthly reporting form (Nationwide). Mid-term endorsement premium prorated in next cycle.
Payment method captured (auto-EFT). Binder-ready pending wind mit form. IPFS finance option quoted as backup.
Fine-art schedule endorsement issued mid-term. Additional premium billed via PURE Member; auto-EFT on file.
Chubb Masterpiece on quarterly direct-bill. Renewal quote arrives 45 days out.
Annual premium financed via IPFS. Down payment in, 9 installments remaining.
Cat-response claim. Reserves set at $86K structure + $18K ALE. Adjuster on-site 08:00.
6-month auto on EFT. HO3 escrow through First Horizon. Nothing outstanding.