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-000064 · Apex Performance Center

Vanguard Fitness Risk · Group Health · AZ · Underwriter Hollis Grant

Bind Pending58· High RiskApplication

Days pending

65

Expected decision Jun 14

Premium

$121,700

Employee Benefits · Gym

Est. gross commission

$18,377

Net agency $8,270

Open requirements

1

1 overdue

Case 360

Full underwriting record

Every requirement, touchpoint and decision on this case

Producer
Dana Brooks
Operations owner
Owen Baptiste
Next action
Schedule inspection
Submitted
Jun 7
Last activity
Aug 10
Application completeness
100%
Carrier sync
Synced · EXT-C-2063
Carrier status
UW Review
Prior declines
0