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-000093 · Redline Conditioning
Sterling Assurance · Key Person Life · TX · Effective Sep 8
Completeness
100%
0 missing items
Premium
$44,500
Life · Fitness Event
Signatures
2/2
Submission readiness
Ready
Workspace
Dynamic application
Schema resolved for Life · Sterling Assurance · TX
- Legal Business Namerequired
- Redline Conditioning LLC
- DBArequired
- Redline Conditioning
- FEINrequired
- **-***6860
- Business Addressrequired
- 3650 Commerce Way, TX
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 3
- Ownership Structurerequired
- LLC
- Annual Revenuerequired
- $2,243,000
- Annual Payrollrequired
- $1,588,000
- Employees
- 71
- Locations
- 5
- Website
- www.redlineconditioning.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
- Simone Wexler
- Operations owner
- Tanya Whitfield
- Carrier underwriter
- Simone Bright
- Next action
- Client signature
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.