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.
Application queue
APP-000004 · Sequoia Wellness Center
Momentum Benefits · Group Dental · MA · Effective Nov 4
In Progress
Completeness
77%
2 missing items
Premium
$16,000
Employee Benefits · Supplement Company
Signatures
0/1
Submission readiness
4 blockers
Workspace
Dynamic application
Schema resolved for Employee Benefits · Momentum Benefits · MA
- Legal Business Namerequired
- Sequoia Wellness Center LLC
- DBArequired
- Sequoia Wellness Center
- FEINrequired
- **-***5274
- Business Addressrequired
- 3605 Commerce Way, MA
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 23
- Ownership Structurerequired
- LLC
- Annual Revenuerequired
- $1,690,000
- Annual Payrollrequired
- $940,000
- Employees
- Missing
- Locations
- 2
- Website
- www.sequoiawellnesscenter.com
Source: Client 360
Source: Client 360
Source: Client 360
Source: Client 360
Source: Client 360
Source: Client 360
Source: Quote
Source: Quote
Source: Quote
Source: Manual
Source: Manual
Source: Manual
Ownership
Team & routing
- Producer
- Jordan Ellis
- Operations owner
- Owen Baptiste
- Carrier underwriter
- Andre Kowalski
- Next action
- Send supplemental form
Completeness
Outstanding items
77%application complete
- Loss runs
- Additional insured schedule