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-000091 · Everline Fitness
Harborview Health · Retirement / 401(k) · CA · Effective Nov 2
Completeness
100%
0 missing items
Premium
$41,500
Employee Benefits · Fitness Event
Signatures
1/1
Submission readiness
1 blockers
Workspace
Dynamic application
Schema resolved for Employee Benefits · Harborview Health · CA
- Legal Business Namerequired
- Everline Fitness LLC
- DBArequired
- Everline Fitness
- FEINrequired
- **-***7869
- Business Addressrequired
- 1836 Commerce Way, CA
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 3
- Ownership Structurerequired
- Partnership
- Annual Revenuerequired
- $946,000
- Annual Payrollrequired
- $304,000
- Employees
- 5
- Locations
- 4
- Website
- www.everlinefitness.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
- Tobias Nguyen
- Operations owner
- Kayla Brennan
- Carrier underwriter
- Louise Chandler
- Next action
- Collect payroll report
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.