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-000077 · Kinetic Health Collective
Harborview Health · Group Dental · NC · Effective Aug 24
DeclinedUnderwriting case UW-000077
Completeness
100%
0 missing items
Premium
$24,600
Employee Benefits · Supplement Company
Signatures
3/3
Submission readiness
Ready
Workspace
Dynamic application
Schema resolved for Employee Benefits · Harborview Health · NC
- Legal Business Namerequired
- Kinetic Health Collective LLC
- DBArequired
- Kinetic Health Collective
- FEINrequired
- **-***8585
- Business Addressrequired
- 2025 Commerce Way, NC
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 23
- Ownership Structurerequired
- S-Corp
- Annual Revenuerequired
- $3,584,000
- Annual Payrollrequired
- $873,000
- Employees
- 50
- Locations
- 5
- Website
- www.kinetichealthcollective.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
- Naomi Chen
- Operations owner
- Marcus Delgado
- Carrier underwriter
- Simone Bright
- Next action
- Send supplemental form
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.