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-000090 · Lakeshore Fitness Club
Cardinal Underwriters · Retirement / 401(k) · TN · Effective Sep 9
Completeness
100%
0 missing items
Premium
$25,000
Employee Benefits · Gym
Signatures
2/2
Submission readiness
Ready
Workspace
Dynamic application
Schema resolved for Employee Benefits · Cardinal Underwriters · TN
- Legal Business Namerequired
- Lakeshore Fitness Club LLC
- DBArequired
- Lakeshore Fitness Club
- FEINrequired
- **-***3217
- Business Addressrequired
- 2352 Commerce Way, TN
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 10
- Ownership Structurerequired
- S-Corp
- Annual Revenuerequired
- $3,471,000
- Annual Payrollrequired
- $1,623,000
- Employees
- 45
- Locations
- 2
- Website
- www.lakeshorefitnessclub.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
- Kendall Boyd
- Operations owner
- Rachel Kim
- Carrier underwriter
- Peter Iyer
- Next action
- Send supplemental form
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.