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-000081 · Trailhead Fitness Co.
Cardinal Underwriters · Group Dental · TN · Effective Sep 1
DeclinedUnderwriting case UW-000081
Completeness
100%
0 missing items
Premium
$13,300
Employee Benefits · Health Professional
Signatures
3/3
Submission readiness
Ready
Workspace
Dynamic application
Schema resolved for Employee Benefits · Cardinal Underwriters · TN
- Legal Business Namerequired
- Trailhead Fitness Co. LLC
- DBArequired
- Trailhead Fitness Co.
- FEINrequired
- **-***1219
- Business Addressrequired
- 8512 Commerce Way, TN
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 17
- Ownership Structurerequired
- Partnership
- Annual Revenuerequired
- $621,000
- Annual Payrollrequired
- $844,000
- Employees
- 29
- Locations
- 4
- Website
- www.trailheadfitnessco.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
- Hugo Ferreira
- Operations owner
- Kayla Brennan
- Carrier underwriter
- Gwen Halloway
- Next action
- Not set
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.