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-000042 · Halcyon Recovery Studio
Harborview Health · Group Life · WA · Effective Nov 3
UnderwritingUnderwriting case UW-000042
Completeness
100%
0 missing items
Premium
$16,400
Employee Benefits · Gym
Signatures
2/2
Submission readiness
1 blockers
Workspace
Dynamic application
Schema resolved for Employee Benefits · Harborview Health · WA
- Legal Business Namerequired
- Halcyon Recovery Studio LLC
- DBArequired
- Halcyon Recovery Studio
- FEINrequired
- **-***3723
- Business Addressrequired
- 3980 Commerce Way, WA
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 8
- Ownership Structurerequired
- Partnership
- Annual Revenuerequired
- $3,220,000
- Annual Payrollrequired
- $1,405,000
- Employees
- 9
- Locations
- 6
- Website
- www.halcyonrecoverystudio.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
- Elliot Pace
- Operations owner
- Marcus Delgado
- Carrier underwriter
- Peter Iyer
- Next action
- Present modified terms
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.