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-000085 · Coastline Fitness Group
Peak Mutual · Final Expense · CA · Effective Nov 5
Completeness
100%
0 missing items
Premium
$5,900
Life · Fitness Influencer
Signatures
2/2
Submission readiness
1 blockers
Workspace
Dynamic application
Schema resolved for Life · Peak Mutual · CA
- Legal Business Namerequired
- Coastline Fitness Group LLC
- DBArequired
- Coastline Fitness Group
- FEINrequired
- **-***6959
- Business Addressrequired
- 4090 Commerce Way, CA
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 3
- Ownership Structurerequired
- LLC
- Annual Revenuerequired
- $739,000
- Annual Payrollrequired
- $1,428,000
- Employees
- 16
- Locations
- 6
- Website
- www.coastlinefitnessgroup.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
- Devin Wallace
- Operations owner
- Rachel Kim
- Carrier underwriter
- Simone Bright
- Next action
- Present modified terms
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.