Application Workspace

Complete, validate and submit a single application

Data updated just now|Full agency visibility
Filters
Date Range
Division
Agent
Field Manager
Carrier
Product
State
Client Segment
Lead Source

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-000078 · Momentum Movement Studio

Sterling Assurance · Final Expense · MA · Effective Sep 30

DeclinedUnderwriting case UW-000078

Completeness

100%

0 missing items

Premium

$2,700

Life · Bodybuilder

Signatures

3/3

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
**-***7025

Source: Client 360

Business Addressrequired
5600 Commerce Way, MA

Source: Client 360

Mailing Addressrequired
Same as business address

Source: Client 360

Years in Businessrequired
2

Source: Client 360

Ownership Structurerequired
C-Corp

Source: Quote

Annual Revenuerequired
$4,583,000

Source: Quote

Annual Payrollrequired
$905,000

Source: Quote

Employees
11

Source: Manual

Locations
1

Source: Manual

Website
www.momentummovementstudio.com

Source: Manual

Ownership

Team & routing

Producer
Sarah Mitchell
Operations owner
Tanya Whitfield
Carrier underwriter
Terrence Vaughn
Next action
Upload loss runs

Completeness

Outstanding items

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