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-000019 · Kinetic Health Collective
Harborview Health · Group Dental · NC · Effective Sep 23
Signature Pending
Completeness
77%
2 missing items
Premium
$24,600
Employee Benefits · Supplement Company
Signatures
2/3
Submission readiness
3 blockers
Workspace
Dynamic application
Schema resolved for Employee Benefits · Harborview Health · NC
- Legal Business Namerequired
- Kinetic Health Collective LLC
- DBArequired
- Kinetic Health Collective
- FEINrequired
- **-***2933
- Business Addressrequired
- 2281 Commerce Way, NC
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 24
- Ownership Structurerequired
- Partnership
- Annual Revenuerequired
- $3,510,000
- Annual Payrollrequired
- $1,481,000
- Employees
- 22
- Locations
- 3
- Website
- Missing
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
- Owen Baptiste
- Carrier underwriter
- Louise Chandler
- Next action
- Client signature
Completeness
Outstanding items
77%application complete
- Loss runs
- Effective date confirmation