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.
Underwriting Command Center
UW-000032 · Lakeshore Fitness Club
Cardinal Underwriters · Retirement / 401(k) · TN · Underwriter Hollis Grant
Days pending
62
Expected decision Jul 4
Premium
$25,000
Employee Benefits · Gym
Est. gross commission
$2,725
Net agency $1,226
Open requirements
3
3 overdue
Case 360
Full underwriting record
Every requirement, touchpoint and decision on this case
- Producer
- Kendall Boyd
- Operations owner
- Marcus Delgado
- Next action
- Upload loss runs
- Submitted
- Jun 10
- Last activity
- Aug 1
- Application completeness
- 100%
- Carrier sync
- Manual · EXT-C-2031
- Carrier status
- Referred
- Prior declines
- 2