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-000045 · Vitality Nutrition Group
Apex Specialty · Disability Income · NC · Effective Aug 17
UnderwritingUnderwriting case UW-000045
Completeness
100%
0 missing items
Premium
$24,800
Accident & Health · Personal Trainer
Signatures
1/1
Submission readiness
Ready
Workspace
Dynamic application
Schema resolved for Accident & Health · Apex Specialty · NC
- Legal Business Namerequired
- Vitality Nutrition Group LLC
- DBArequired
- Vitality Nutrition Group
- FEINrequired
- **-***2273
- Business Addressrequired
- 7391 Commerce Way, NC
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 3
- Ownership Structurerequired
- C-Corp
- Annual Revenuerequired
- $1,910,000
- Annual Payrollrequired
- $1,865,000
- Employees
- 47
- Locations
- 5
- Website
- www.vitalitynutritiongroup.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
- Curtis Hale
- Operations owner
- Rachel Kim
- Carrier underwriter
- Simone Bright
- Next action
- Present modified terms
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.