Underwriting Case 360

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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-000042 · Halcyon Recovery Studio

Harborview Health · Group Life · WA · Underwriter Peter Iyer

Requirements Requested45· Moderate RiskApplication

Days pending

7

Expected decision Aug 15

Premium

$16,400

Employee Benefits · Gym

Est. gross commission

$2,558

Net agency $1,151

Open requirements

1

0 overdue

Case 360

Full underwriting record

Every requirement, touchpoint and decision on this case

Producer
Elliot Pace
Operations owner
Marcus Delgado
Next action
Upload loss runs
Submitted
Aug 4
Last activity
Jul 31
Application completeness
100%
Carrier sync
Manual · EXT-C-2041
Carrier status
UW Review
Prior declines
0