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-000033 · Everline Fitness
Harborview Health · Retirement / 401(k) · CA · Underwriter Gwen Halloway
Days pending
38
Expected decision Jul 21
Premium
$41,500
Employee Benefits · Fitness Event
Est. gross commission
$6,474
Net agency $2,913
Open requirements
2
2 overdue
Case 360
Full underwriting record
Every requirement, touchpoint and decision on this case
- Producer
- Tobias Nguyen
- Operations owner
- Tanya Whitfield
- Next action
- Collect payroll report
- Submitted
- Jul 4
- Last activity
- Aug 11
- Application completeness
- 100%
- Carrier sync
- Synced · EXT-C-2032
- Carrier status
- UW Review
- Prior declines
- 0