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-000057 · Blue Ridge Barbell
Cardinal Underwriters · Retirement / 401(k) · TX · Effective Aug 18
UnderwritingUnderwriting case UW-000057
Completeness
100%
0 missing items
Premium
$36,500
Employee Benefits · Personal Trainer
Signatures
2/2
Submission readiness
1 blockers
Workspace
Dynamic application
Schema resolved for Employee Benefits · Cardinal Underwriters · TX
- Legal Business Namerequired
- Blue Ridge Barbell LLC
- DBArequired
- Blue Ridge Barbell
- FEINrequired
- **-***9170
- Business Addressrequired
- 3860 Commerce Way, TX
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 22
- Ownership Structurerequired
- C-Corp
- Annual Revenuerequired
- $1,232,000
- Annual Payrollrequired
- $2,105,000
- Employees
- 7
- Locations
- 1
- Website
- www.blueridgebarbell.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
- Roman Petrov
- Operations owner
- Marcus Delgado
- Carrier underwriter
- Gwen Halloway
- Next action
- Client signature
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.