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-000007 · Momentum Movement Studio
Sterling Assurance · Buy-Sell Funding · MA · Effective Oct 16
In Progress
Completeness
61%
3 missing items
Premium
$45,400
Life · Bodybuilder
Signatures
0/2
Submission readiness
3 blockers
Workspace
Dynamic application
Schema resolved for Life · Sterling Assurance · MA
- Legal Business Namerequired
- Momentum Movement Studio LLC
- DBArequired
- Momentum Movement Studio
- FEINrequired
- **-***3912
- Business Addressrequired
- 3021 Commerce Way, MA
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 14
- Ownership Structurerequired
- Partnership
- Annual Revenuerequired
- $1,158,000
- Annual Payrollrequired
- $945,000
- Employees
- 17
- Locations
- 5
- Website
- www.momentummovementstudio.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
- Sarah Mitchell
- Operations owner
- Marcus Delgado
- Carrier underwriter
- Nadia El-Amin
- Next action
- Send supplemental form
Completeness
Outstanding items
61%application complete
- Payment method
- Loss runs
- FEIN