100 applications · 75 underwriting cases in view
Demo environment. Applications, underwriting cases, requirements and decisions are illustrative. Submissions are simulated — no carrier receives data and no live rating or e-signature vendor is connected.
Applications in progress
19
6 ready to submit
Pending underwriting
35
$681K premium at stake
Revenue in underwriting
$89K
Estimated gross commission
Outstanding requirements
76
48 overdue
Submitted (30 days)
36
19 this week
Avg underwriting time
35.8 days
18 cases past 20 days
Approval rate
52.6%
36.8% declined
Awaiting signatures
16
4 bind pending · 4 issuance pending
Underwriting Intelligence
What the case load is telling you
Demo intelligence generated from current underwriting data — no live AI model is connected.
$88,709 in estimated commission revenue is currently pending underwriting across 35 active cases.
22 cases have been pending more than 10 days, including 15 beyond 30 days.
Titan Commercial is averaging 22.1 underwriting days compared with 35.8 agency-wide; Summit Life is slowest at 37.8.
Waiver & Release Forms is the most common outstanding requirement this month (10 open).
Simone Wexler has a 100% first-pass application completeness rate across 7 submissions.
1 high-value cases have had no activity in the last 7 days.
Based on current approval patterns, approximately $127,152 in pending premium is likely to issue within 14 days.
Pipeline
Application to issuance funnel
Volume and premium at each workflow stage
Application Created
100
$1.98M · 100% of created
Completed
84
$1.67M · 84% of created
Signed
84
$1.63M · 84% of created
Submitted
75
$1.51M · 75% of created
Underwriting
54
$978K · 54% of created
Approved
31
$687K · 31% of created
Bound
17
$368K · 17% of created
Issued
10
$271K · 10% of created
Exceptions
Action center
Highest-volume workflow exceptions
- 48
Requirements overdue
Past the carrier due date.
- 21
Expected decision date missed
Carrier decision date has passed without a decision.
- 16
Applications missing information
Required fields or documents outstanding before submission.
- 16
Signatures overdue
Requested more than 5 days ago and still unsigned.
- 14
Carrier receipt unconfirmed
Submitted but no carrier acknowledgement recorded.
- 12
Cases stalled
No activity in the last 7 days.
- 9
Bind pending
Approved cases awaiting a bind order.
- 8
No next action
Active work without an owner-assigned next step.
Applications
Needs attention
Missing information, unsigned documents or no owner action
- APP-000006
Apex Performance Center · Group Health
- Status
- In Progress
- Premium
- $121,700
- APP-000007
Momentum Movement Studio · Buy-Sell Funding
- Status
- In Progress
- Premium
- $45,400
- APP-000009
Keystone Strength Co. · Commercial Auto
- Status
- Waiting on Client
- Premium
- $35,500
- APP-000097
Redline Conditioning · General Liability
- Status
- Issued
- Premium
- $27,600
- APP-000019
Kinetic Health Collective · Group Dental
- Status
- Signature Pending
- Premium
- $24,600
- APP-000094
Coastline Fitness Group · Umbrella / Excess
- Status
- Issued
- Premium
- $23,500
- APP-000079
Foundry Strength Works · Commercial Property
- Status
- Declined
- Premium
- $19,800
- APP-000010
Vitality Nutrition Group · Indexed Universal Life
- Status
- Waiting on Client
- Premium
- $19,600
Underwriting
Oldest active cases
Cases pending the longest with premium at risk
- UW-000053
Elite Physique Coaching · Northgate Indemnity
- Stage
- Requirements Complete
- Days
- 71
- Premium
- $23,200
- UW-000047
Sequoia Wellness Center · Peak Mutual
- Stage
- Additional Requirements
- Days
- 70
- Premium
- $19,000
- UW-000041
Blue Ridge Barbell · Titan Commercial
- Stage
- Initial Review
- Days
- 63
- Premium
- $29,100
- UW-000032
Lakeshore Fitness Club · Cardinal Underwriters
- Stage
- Carrier Received
- Days
- 62
- Premium
- $25,000
- UW-000060
Sequoia Wellness Center · Northgate Indemnity
- Stage
- Requirements Outstanding
- Days
- 61
- Premium
- $11,500
- UW-000051
Blue Ridge Barbell · Vanguard Fitness Risk
- Stage
- Requirements Outstanding
- Days
- 59
- Premium
- $9,800
- UW-000037
Aurora Movement Clinic · Apex Specialty
- Stage
- Requirements Complete
- Days
- 55
- Premium
- $14,700
- UW-000027
Coastline Fitness Group · Peak Mutual
- Stage
- Carrier Received
- Days
- 54
- Premium
- $5,900
Mix
Applications by status
Quality
Application quality by agent
First-pass completeness drives underwriting speed
- 91
Simone Wexler
7 submitted · 100% first-pass · 1.4 reqs/case
- 90
Marcus Reed
1 submitted · 100% first-pass · 0.0 reqs/case
- 88
Dana Brooks
3 submitted · 100% first-pass · 1.0 reqs/case
- 87
Sarah Mitchell
3 submitted · 100% first-pass · 0.0 reqs/case
- 86
Bianca Solano
5 submitted · 100% first-pass · 0.6 reqs/case
- 84
Naomi Chen
5 submitted · 100% first-pass · 0.6 reqs/case
- 80
Elliot Pace
5 submitted · 100% first-pass · 1.2 reqs/case
Quality score blends completeness, rework, signature accuracy, approval rate and cycle time. Top agent: Simone Wexler · Life, Accident & Health