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-000062 · Sequoia Wellness Center
Momentum Benefits · Group Dental · MA · Effective Oct 29
ApprovedUnderwriting case UW-000062
Completeness
100%
0 missing items
Premium
$16,000
Employee Benefits · Supplement Company
Signatures
1/1
Submission readiness
1 blockers
Workspace
Dynamic application
Schema resolved for Employee Benefits · Momentum Benefits · MA
- Legal Business Namerequired
- Sequoia Wellness Center LLC
- DBArequired
- Sequoia Wellness Center
- FEINrequired
- **-***3804
- Business Addressrequired
- 3832 Commerce Way, MA
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 16
- Ownership Structurerequired
- C-Corp
- Annual Revenuerequired
- $2,397,000
- Annual Payrollrequired
- $964,000
- Employees
- 59
- Locations
- 1
- Website
- www.sequoiawellnesscenter.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
- Jordan Ellis
- Operations owner
- Marcus Delgado
- Carrier underwriter
- Terrence Vaughn
- Next action
- Not set
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.