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-000094 · Coastline Fitness Group
Cardinal Underwriters · Umbrella / Excess · CA · Effective Oct 5
Completeness
100%
0 missing items
Premium
$23,500
Property & Casualty · Fitness Influencer
Signatures
2/2
Submission readiness
1 blockers
Workspace
Dynamic application
Schema resolved for Property & Casualty · Cardinal Underwriters · CA
- Legal Business Namerequired
- Coastline Fitness Group LLC
- DBArequired
- Coastline Fitness Group
- FEINrequired
- **-***9836
- Business Addressrequired
- 5941 Commerce Way, CA
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 21
- Ownership Structurerequired
- Partnership
- Annual Revenuerequired
- $1,894,000
- Annual Payrollrequired
- $1,282,000
- Employees
- 74
- Locations
- 2
- 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
- Owen Baptiste
- Carrier underwriter
- Terrence Vaughn
- Next action
- Not set
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.