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-000064 · Apex Performance Center
Vanguard Fitness Risk · Group Health · AZ · Effective Oct 27
ApprovedUnderwriting case UW-000064
Completeness
100%
0 missing items
Premium
$121,700
Employee Benefits · Gym
Signatures
3/3
Submission readiness
Ready
Workspace
Dynamic application
Schema resolved for Employee Benefits · Vanguard Fitness Risk · AZ
- Legal Business Namerequired
- Apex Performance Center LLC
- DBArequired
- Apex Performance Center
- FEINrequired
- **-***4765
- Business Addressrequired
- 8417 Commerce Way, AZ
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 19
- Ownership Structurerequired
- C-Corp
- Annual Revenuerequired
- $6,272,000
- Annual Payrollrequired
- $1,730,000
- Employees
- 42
- Locations
- 4
- Website
- www.apexperformancecenter.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
- Dana Brooks
- Operations owner
- Owen Baptiste
- Carrier underwriter
- Hollis Grant
- Next action
- Client signature
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.