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-000027 · Coastline Fitness Group
Peak Mutual · Final Expense · CA · Effective Aug 20
SubmittedUnderwriting case UW-000027
Completeness
100%
0 missing items
Premium
$5,900
Life · Fitness Influencer
Signatures
3/3
Submission readiness
1 blockers
Workspace
Dynamic application
Schema resolved for Life · Peak Mutual · CA
- Legal Business Namerequired
- Coastline Fitness Group LLC
- DBArequired
- Coastline Fitness Group
- FEINrequired
- **-***4281
- Business Addressrequired
- 1175 Commerce Way, CA
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 23
- Ownership Structurerequired
- S-Corp
- Annual Revenuerequired
- $6,206,000
- Annual Payrollrequired
- $1,817,000
- Employees
- 13
- Locations
- 4
- Website
- www.coastlinefitnessgroup.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
- Devin Wallace
- Operations owner
- Marcus Delgado
- Carrier underwriter
- Louise Chandler
- Next action
- Not set
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.