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-000008 · Foundry Strength Works
Sterling Assurance · Accident Indemnity · PA · Effective Sep 21
In Progress
Completeness
61%
3 missing items
Premium
$3,500
Accident & Health · Personal Trainer
Signatures
0/2
Submission readiness
4 blockers
Workspace
Dynamic application
Schema resolved for Accident & Health · Sterling Assurance · PA
- Legal Business Namerequired
- Foundry Strength Works LLC
- DBArequired
- Foundry Strength Works
- FEINrequired
- **-***6833
- Business Addressrequired
- 3941 Commerce Way, PA
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 11
- Ownership Structurerequired
- C-Corp
- Annual Revenuerequired
- $3,803,000
- Annual Payrollrequired
- $640,000
- Employees
- Missing
- Locations
- 1
- Website
- www.foundrystrengthworks.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
- Maya Lindqvist
- Operations owner
- Tanya Whitfield
- Carrier underwriter
- Hollis Grant
- Next action
- Client signature
Completeness
Outstanding items
61%application complete
- Owner signature
- Supplemental form
- Effective date confirmation