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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-000065 · Momentum Movement Studio

Sterling Assurance · Buy-Sell Funding · MA · Effective Oct 5

ApprovedUnderwriting case UW-000065

Completeness

100%

0 missing items

Premium

$45,400

Life · Bodybuilder

Signatures

1/1

Submission readiness

Ready

Workspace

Dynamic application

Schema resolved for Life · Sterling Assurance · MA

Legal Business Namerequired
Momentum Movement Studio LLC

Source: Client 360

DBArequired
Momentum Movement Studio

Source: Client 360

FEINrequired
**-***3420

Source: Client 360

Business Addressrequired
9162 Commerce Way, MA

Source: Client 360

Mailing Addressrequired
Same as business address

Source: Client 360

Years in Businessrequired
5

Source: Client 360

Ownership Structurerequired
C-Corp

Source: Quote

Annual Revenuerequired
$5,729,000

Source: Quote

Annual Payrollrequired
$1,377,000

Source: Quote

Employees
63

Source: Manual

Locations
6

Source: Manual

Website
www.momentummovementstudio.com

Source: Manual

Ownership

Team & routing

Producer
Sarah Mitchell
Operations owner
Rachel Kim
Carrier underwriter
Gwen Halloway
Next action
Present modified terms

Completeness

Outstanding items

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