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-000063 · Wrought Iron Gym
Summit Life · Indexed Universal Life · CO · Effective Oct 10
ApprovedUnderwriting case UW-000063
Completeness
100%
0 missing items
Premium
$15,700
Life · Gym
Signatures
2/2
Submission readiness
Ready
Workspace
Dynamic application
Schema resolved for Life · Summit Life · CO
- Legal Business Namerequired
- Wrought Iron Gym LLC
- DBArequired
- Wrought Iron Gym
- FEINrequired
- **-***7644
- Business Addressrequired
- 4162 Commerce Way, CO
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 22
- Ownership Structurerequired
- LLC
- Annual Revenuerequired
- $4,598,000
- Annual Payrollrequired
- $503,000
- Employees
- 13
- Locations
- 6
- Website
- www.wroughtirongym.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
- Bianca Solano
- Operations owner
- Tanya Whitfield
- Carrier underwriter
- Nadia El-Amin
- Next action
- Client signature
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.