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-000023 · Trailhead Fitness Co.
Cardinal Underwriters · Group Dental · TN · Effective Oct 15
Ready to Submit
Completeness
100%
0 missing items
Premium
$13,300
Employee Benefits · Health Professional
Signatures
2/2
Submission readiness
Ready
Workspace
Dynamic application
Schema resolved for Employee Benefits · Cardinal Underwriters · TN
- Legal Business Namerequired
- Trailhead Fitness Co. LLC
- DBArequired
- Trailhead Fitness Co.
- FEINrequired
- **-***4796
- Business Addressrequired
- 338 Commerce Way, TN
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 24
- Ownership Structurerequired
- S-Corp
- Annual Revenuerequired
- $3,247,000
- Annual Payrollrequired
- $1,351,000
- Employees
- 33
- Locations
- 6
- Website
- www.trailheadfitnessco.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
- Hugo Ferreira
- Operations owner
- Tanya Whitfield
- Carrier underwriter
- Nadia El-Amin
- Next action
- Follow up with underwriter
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.