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-000038 · Champion Athletics
Peak Mutual · Key Person Life · PA · Effective Nov 9
UnderwritingUnderwriting case UW-000038
Completeness
100%
0 missing items
Premium
$23,900
Life · Gym
Signatures
2/2
Submission readiness
Ready
Workspace
Dynamic application
Schema resolved for Life · Peak Mutual · PA
- Legal Business Namerequired
- Champion Athletics LLC
- DBArequired
- Champion Athletics
- FEINrequired
- **-***8160
- Business Addressrequired
- 3424 Commerce Way, PA
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 6
- Ownership Structurerequired
- S-Corp
- Annual Revenuerequired
- $4,609,000
- Annual Payrollrequired
- $1,946,000
- Employees
- 65
- Locations
- 1
- Website
- www.championathletics.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
- Terrence Vaughn
- Next action
- Present modified terms
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.