Application Workspace

Complete, validate and submit a single application

Data updated just now|Full agency visibility
Filters
Date Range
Division
Agent
Field Manager
Carrier
Product
State
Client Segment
Lead Source

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-000050 · Aurora Movement Clinic

Cardinal Underwriters · Commercial Auto · NV · Effective Oct 20

UnderwritingUnderwriting case UW-000050

Completeness

100%

0 missing items

Premium

$12,600

Property & Casualty · Gym

Signatures

3/3

Submission readiness

Ready

Workspace

Dynamic application

Schema resolved for Property & Casualty · Cardinal Underwriters · NV

Legal Business Namerequired
Aurora Movement Clinic LLC

Source: Client 360

DBArequired
Aurora Movement Clinic

Source: Client 360

FEINrequired
**-***7582

Source: Client 360

Business Addressrequired
5852 Commerce Way, NV

Source: Client 360

Mailing Addressrequired
Same as business address

Source: Client 360

Years in Businessrequired
15

Source: Client 360

Ownership Structurerequired
C-Corp

Source: Quote

Annual Revenuerequired
$3,851,000

Source: Quote

Annual Payrollrequired
$768,000

Source: Quote

Employees
63

Source: Manual

Locations
5

Source: Manual

Website
www.auroramovementclinic.com

Source: Manual

Ownership

Team & routing

Producer
Camille Foster
Operations owner
Rachel Kim
Carrier underwriter
Peter Iyer
Next action
Upload loss runs

Completeness

Outstanding items

100%application complete
  • Nothing outstanding — application data is complete.