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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-000060 · Sequoia Wellness Center

Northgate Indemnity · Commercial Auto · MA · Effective Aug 30

UnderwritingUnderwriting case UW-000060

Completeness

100%

0 missing items

Premium

$11,500

Property & Casualty · Supplement Company

Signatures

2/2

Submission readiness

Ready

Workspace

Dynamic application

Schema resolved for Property & Casualty · Northgate Indemnity · MA

Legal Business Namerequired
Sequoia Wellness Center LLC

Source: Client 360

DBArequired
Sequoia Wellness Center

Source: Client 360

FEINrequired
**-***9235

Source: Client 360

Business Addressrequired
3996 Commerce Way, MA

Source: Client 360

Mailing Addressrequired
Same as business address

Source: Client 360

Years in Businessrequired
16

Source: Client 360

Ownership Structurerequired
Partnership

Source: Quote

Annual Revenuerequired
$3,428,000

Source: Quote

Annual Payrollrequired
$1,027,000

Source: Quote

Employees
81

Source: Manual

Locations
6

Source: Manual

Website
www.sequoiawellnesscenter.com

Source: Manual

Ownership

Team & routing

Producer
Jordan Ellis
Operations owner
Rachel Kim
Carrier underwriter
Andre Kowalski
Next action
Request bind order

Completeness

Outstanding items

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