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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-000032 · Lakeshore Fitness Club
Cardinal Underwriters · Retirement / 401(k) · TN · Effective Nov 8
SubmittedUnderwriting case UW-000032
Completeness
100%
0 missing items
Premium
$25,000
Employee Benefits · Gym
Signatures
2/2
Submission readiness
Ready
Workspace
Dynamic application
Schema resolved for Employee Benefits · Cardinal Underwriters · TN
- Legal Business Namerequired
- Lakeshore Fitness Club LLC
- DBArequired
- Lakeshore Fitness Club
- FEINrequired
- **-***9641
- Business Addressrequired
- 1568 Commerce Way, TN
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 9
- Ownership Structurerequired
- C-Corp
- Annual Revenuerequired
- $5,765,000
- Annual Payrollrequired
- $1,197,000
- Employees
- 80
- Locations
- 1
- Website
- www.lakeshorefitnessclub.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
- Kendall Boyd
- Operations owner
- Marcus Delgado
- Carrier underwriter
- Hollis Grant
- Next action
- Client signature
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.