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-000040 · Coastline Fitness Group
Cardinal Underwriters · Group Dental · CA · Effective Aug 30
UnderwritingUnderwriting case UW-000040
Completeness
100%
0 missing items
Premium
$24,200
Employee Benefits · Fitness Influencer
Signatures
2/2
Submission readiness
Ready
Workspace
Dynamic application
Schema resolved for Employee Benefits · Cardinal Underwriters · CA
- Legal Business Namerequired
- Coastline Fitness Group LLC
- DBArequired
- Coastline Fitness Group
- FEINrequired
- **-***5684
- Business Addressrequired
- 3478 Commerce Way, CA
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 24
- Ownership Structurerequired
- S-Corp
- Annual Revenuerequired
- $3,139,000
- Annual Payrollrequired
- $1,713,000
- Employees
- 84
- 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
- Rachel Kim
- Carrier underwriter
- Hollis Grant
- Next action
- Collect payroll report
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.