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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-000030 · Halcyon Recovery Studio

Apex Specialty · Cyber Liability · WA · Effective Oct 19

SubmittedUnderwriting case UW-000030

Completeness

100%

0 missing items

Premium

$8,000

Property & Casualty · Gym

Signatures

1/1

Submission readiness

Ready

Workspace

Dynamic application

Schema resolved for Property & Casualty · Apex Specialty · WA

Legal Business Namerequired
Halcyon Recovery Studio LLC

Source: Client 360

DBArequired
Halcyon Recovery Studio

Source: Client 360

FEINrequired
**-***1712

Source: Client 360

Business Addressrequired
9433 Commerce Way, WA

Source: Client 360

Mailing Addressrequired
Same as business address

Source: Client 360

Years in Businessrequired
11

Source: Client 360

Ownership Structurerequired
C-Corp

Source: Quote

Annual Revenuerequired
$1,142,000

Source: Quote

Annual Payrollrequired
$1,771,000

Source: Quote

Employees
42

Source: Manual

Locations
6

Source: Manual

Website
www.halcyonrecoverystudio.com

Source: Manual

Ownership

Team & routing

Producer
Elliot Pace
Operations owner
Rachel Kim
Carrier underwriter
Terrence Vaughn
Next action
Upload loss runs

Completeness

Outstanding items

100%application complete
  • Nothing outstanding — application data is complete.