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-000009 · Keystone Strength Co.
Peak Mutual · Commercial Auto · NV · Effective Sep 5
Waiting on Client
Completeness
91%
0 missing items
Premium
$35,500
Property & Casualty · Gym
Signatures
1/2
Submission readiness
2 blockers
Workspace
Dynamic application
Schema resolved for Property & Casualty · Peak Mutual · NV
- Legal Business Namerequired
- Keystone Strength Co. LLC
- DBArequired
- Keystone Strength Co.
- FEINrequired
- **-***4282
- Business Addressrequired
- 1934 Commerce Way, NV
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 21
- Ownership Structurerequired
- C-Corp
- Annual Revenuerequired
- $1,952,000
- Annual Payrollrequired
- $1,576,000
- Employees
- 70
- Locations
- 6
- Website
- www.keystonestrengthco.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
- Owen Baptiste
- Carrier underwriter
- Gwen Halloway
- Next action
- Present modified terms
Completeness
Outstanding items
91%application complete
- Nothing outstanding — application data is complete.