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.
UnderwritingUnderwriting case UW-000056
Completeness
100%
0 missing items
Premium
$13,400
Life · Health Professional
Signatures
1/1
Submission readiness
1 blockers
Workspace
Dynamic application
Schema resolved for Life · Summit Life · TN
- Legal Business Namerequired
- Trailhead Fitness Co. LLC
- DBArequired
- Trailhead Fitness Co.
- FEINrequired
- **-***1584
- Business Addressrequired
- 9584 Commerce Way, TN
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 5
- Ownership Structurerequired
- LLC
- Annual Revenuerequired
- $4,170,000
- Annual Payrollrequired
- $702,000
- Employees
- 26
- Locations
- 5
- Website
- www.trailheadfitnessco.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
- Hugo Ferreira
- Operations owner
- Kayla Brennan
- Carrier underwriter
- Hollis Grant
- Next action
- Follow up with underwriter
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.