Application Workspace

Complete, validate and submit a single application

Data updated just now|Full agency visibility
Filters
Date Range
Division
Agent
Field Manager
Carrier
Product
State
Client Segment
Lead Source

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-000095 · Aurora Movement Clinic

Apex Specialty · Product Liability · NV · Effective Aug 20

IssuedUnderwriting case UW-000095

Completeness

100%

0 missing items

Premium

$14,700

Property & Casualty · Gym

Signatures

1/1

Submission readiness

Ready

Workspace

Dynamic application

Schema resolved for Property & Casualty · Apex Specialty · NV

Legal Business Namerequired
Aurora Movement Clinic LLC

Source: Client 360

DBArequired
Aurora Movement Clinic

Source: Client 360

FEINrequired
**-***5800

Source: Client 360

Business Addressrequired
3291 Commerce Way, NV

Source: Client 360

Mailing Addressrequired
Same as business address

Source: Client 360

Years in Businessrequired
17

Source: Client 360

Ownership Structurerequired
Partnership

Source: Quote

Annual Revenuerequired
$5,840,000

Source: Quote

Annual Payrollrequired
$201,000

Source: Quote

Employees
24

Source: Manual

Locations
4

Source: Manual

Website
www.auroramovementclinic.com

Source: Manual

Ownership

Team & routing

Producer
Camille Foster
Operations owner
Rachel Kim
Carrier underwriter
Nadia El-Amin
Next action
Send supplemental form

Completeness

Outstanding items

100%application complete
  • Nothing outstanding — application data is complete.