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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-000072 · Novum Wellness Clinic

Harborview Health · Accident Indemnity · PA · Effective Sep 29

Approved ModifiedUnderwriting case UW-000072

Completeness

100%

0 missing items

Premium

$6,600

Accident & Health · Gym

Signatures

1/1

Submission readiness

1 blockers

Workspace

Dynamic application

Schema resolved for Accident & Health · Harborview Health · PA

Legal Business Namerequired
Novum Wellness Clinic LLC

Source: Client 360

DBArequired
Novum Wellness Clinic

Source: Client 360

FEINrequired
**-***5534

Source: Client 360

Business Addressrequired
7352 Commerce Way, PA

Source: Client 360

Mailing Addressrequired
Same as business address

Source: Client 360

Years in Businessrequired
9

Source: Client 360

Ownership Structurerequired
C-Corp

Source: Quote

Annual Revenuerequired
$2,148,000

Source: Quote

Annual Payrollrequired
$272,000

Source: Quote

Employees
76

Source: Manual

Locations
6

Source: Manual

Website
www.novumwellnessclinic.com

Source: Manual

Ownership

Team & routing

Producer
Naomi Chen
Operations owner
Marcus Delgado
Carrier underwriter
Hollis Grant
Next action
Send supplemental form

Completeness

Outstanding items

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