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-000033 · Everline Fitness
Harborview Health · Retirement / 401(k) · CA · Effective Oct 25
SubmittedUnderwriting case UW-000033
Completeness
100%
0 missing items
Premium
$41,500
Employee Benefits · Fitness Event
Signatures
2/2
Submission readiness
1 blockers
Workspace
Dynamic application
Schema resolved for Employee Benefits · Harborview Health · CA
- Legal Business Namerequired
- Everline Fitness LLC
- DBArequired
- Everline Fitness
- FEINrequired
- **-***3120
- Business Addressrequired
- 7585 Commerce Way, CA
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 8
- Ownership Structurerequired
- LLC
- Annual Revenuerequired
- $1,332,000
- Annual Payrollrequired
- $885,000
- Employees
- 49
- Locations
- 4
- Website
- www.everlinefitness.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
- Tobias Nguyen
- Operations owner
- Tanya Whitfield
- Carrier underwriter
- Gwen Halloway
- Next action
- Client signature
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.