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-000006 · Apex Performance Center
Vanguard Fitness Risk · Group Health · AZ · Effective Oct 4
In Progress
Completeness
70%
3 missing items
Premium
$121,700
Employee Benefits · Gym
Signatures
0/1
Submission readiness
3 blockers
Workspace
Dynamic application
Schema resolved for Employee Benefits · Vanguard Fitness Risk · AZ
- Legal Business Namerequired
- Apex Performance Center LLC
- DBArequired
- Apex Performance Center
- FEINrequired
- **-***8771
- Business Addressrequired
- 1369 Commerce Way, AZ
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 10
- Ownership Structurerequired
- S-Corp
- Annual Revenuerequired
- $1,959,000
- Annual Payrollrequired
- $2,069,000
- Employees
- Missing
- Locations
- 3
- Website
- www.apexperformancecenter.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
- Dana Brooks
- Operations owner
- Kayla Brennan
- Carrier underwriter
- Terrence Vaughn
- Next action
- Not set
Completeness
Outstanding items
70%application complete
- Additional insured schedule
- Effective date confirmation
- Loss runs