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-000054 · Vitality Nutrition Group

Peak Mutual · Buy-Sell Funding · NC · Underwriter Terrence Vaughn

Underwriter Review36· Moderate RiskApplication

Days pending

3

Expected decision Aug 15

Premium

$29,500

Life · Personal Trainer

Est. gross commission

$5,163

Net agency $2,323

Open requirements

3

0 overdue

Case 360

Full underwriting record

Every requirement, touchpoint and decision on this case

Producer
Curtis Hale
Operations owner
Owen Baptiste
Next action
Follow up with underwriter
Submitted
Aug 8
Last activity
Aug 11
Application completeness
100%
Carrier sync
Synced · EXT-C-2053
Carrier status
Issued
Prior declines
0