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-000047 · Sequoia Wellness Center
Peak Mutual · Professional Liability · MA · Effective Oct 22
UnderwritingUnderwriting case UW-000047
Completeness
100%
0 missing items
Premium
$19,000
Property & Casualty · Supplement Company
Signatures
1/1
Submission readiness
Ready
Workspace
Dynamic application
Schema resolved for Property & Casualty · Peak Mutual · MA
- Legal Business Namerequired
- Sequoia Wellness Center LLC
- DBArequired
- Sequoia Wellness Center
- FEINrequired
- **-***6893
- Business Addressrequired
- 6893 Commerce Way, MA
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 17
- Ownership Structurerequired
- S-Corp
- Annual Revenuerequired
- $2,228,000
- Annual Payrollrequired
- $981,000
- Employees
- 19
- Locations
- 2
- Website
- www.sequoiawellnesscenter.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
- Jordan Ellis
- Operations owner
- Marcus Delgado
- Carrier underwriter
- Nadia El-Amin
- Next action
- Client signature
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.