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-000015 · Kinetic Health Collective
Apex Specialty · Short-Term Medical · NC · Effective Nov 8
Signature Pending
Completeness
84%
1 missing items
Premium
$7,400
Accident & Health · Supplement Company
Signatures
2/3
Submission readiness
3 blockers
Workspace
Dynamic application
Schema resolved for Accident & Health · Apex Specialty · NC
- Legal Business Namerequired
- Kinetic Health Collective LLC
- DBArequired
- Kinetic Health Collective
- FEINrequired
- **-***1114
- Business Addressrequired
- 7073 Commerce Way, NC
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 5
- Ownership Structurerequired
- Partnership
- Annual Revenuerequired
- $3,969,000
- Annual Payrollrequired
- $1,946,000
- Employees
- 50
- Locations
- Missing
- Website
- www.kinetichealthcollective.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
- Naomi Chen
- Operations owner
- Rachel Kim
- Carrier underwriter
- Nadia El-Amin
- Next action
- Not set
Completeness
Outstanding items
84%application complete
- Owner signature