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-000098 · Coastline Fitness Group
Cardinal Underwriters · Group Dental · CA · Effective Oct 4
Completeness
100%
0 missing items
Premium
$24,200
Employee Benefits · Fitness Influencer
Signatures
3/3
Submission readiness
Ready
Workspace
Dynamic application
Schema resolved for Employee Benefits · Cardinal Underwriters · CA
- Legal Business Namerequired
- Coastline Fitness Group LLC
- DBArequired
- Coastline Fitness Group
- FEINrequired
- **-***8857
- Business Addressrequired
- 1215 Commerce Way, CA
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 14
- Ownership Structurerequired
- C-Corp
- Annual Revenuerequired
- $2,257,000
- Annual Payrollrequired
- $1,680,000
- Employees
- 40
- Locations
- 5
- 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
- Tanya Whitfield
- Carrier underwriter
- Peter Iyer
- Next action
- Follow up with underwriter
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.