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-000054 · Vitality Nutrition Group
Peak Mutual · Buy-Sell Funding · NC · Effective Sep 16
UnderwritingUnderwriting case UW-000054
Completeness
100%
0 missing items
Premium
$29,500
Life · Personal Trainer
Signatures
3/3
Submission readiness
1 blockers
Workspace
Dynamic application
Schema resolved for Life · Peak Mutual · NC
- Legal Business Namerequired
- Vitality Nutrition Group LLC
- DBArequired
- Vitality Nutrition Group
- FEINrequired
- **-***7702
- Business Addressrequired
- 8953 Commerce Way, NC
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 22
- Ownership Structurerequired
- C-Corp
- Annual Revenuerequired
- $2,016,000
- Annual Payrollrequired
- $1,440,000
- Employees
- 8
- Locations
- 6
- 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
- Owen Baptiste
- Carrier underwriter
- Terrence Vaughn
- Next action
- Schedule inspection
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.