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-000057 · Blue Ridge Barbell
Cardinal Underwriters · Retirement / 401(k) · TX · Underwriter Gwen Halloway
Days pending
20
Expected decision Aug 14
Premium
$36,500
Employee Benefits · Personal Trainer
Est. gross commission
$3,979
Net agency $1,791
Open requirements
2
2 overdue
Case 360
Full underwriting record
Every requirement, touchpoint and decision on this case
- Producer
- Roman Petrov
- Operations owner
- Marcus Delgado
- Next action
- Schedule inspection
- Submitted
- Jul 22
- Last activity
- Aug 2
- Application completeness
- 100%
- Carrier sync
- Synced · EXT-C-2056
- Carrier status
- Referred
- Prior declines
- 0