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-000025 · Novum Wellness Clinic
Sterling Assurance · Key Person Life · PA · Effective Oct 27
Ready to Submit
Completeness
100%
0 missing items
Premium
$20,500
Life · Gym
Signatures
2/2
Submission readiness
1 blockers
Workspace
Dynamic application
Schema resolved for Life · Sterling Assurance · PA
- Legal Business Namerequired
- Novum Wellness Clinic LLC
- DBArequired
- Novum Wellness Clinic
- FEINrequired
- **-***9446
- Business Addressrequired
- 7809 Commerce Way, PA
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 6
- Ownership Structurerequired
- S-Corp
- Annual Revenuerequired
- $5,623,000
- Annual Payrollrequired
- $415,000
- Employees
- 21
- Locations
- 4
- Website
- www.novumwellnessclinic.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
- Gwen Halloway
- Next action
- Request bind order
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.