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-000090 · Lakeshore Fitness Club
Cardinal Underwriters · Retirement / 401(k) · TN · Underwriter Peter Iyer
Days pending
56
Expected decision Jun 27
Premium
$25,000
Employee Benefits · Gym
Est. gross commission
$2,725
Net agency $1,226
Open requirements
0
0 overdue
Case 360
Full underwriting record
Every requirement, touchpoint and decision on this case
- Producer
- Kendall Boyd
- Operations owner
- Rachel Kim
- Next action
- Request bind order
- Submitted
- Jun 16
- Last activity
- Aug 6
- Application completeness
- 100%
- Carrier sync
- Synced · EXT-C-2089
- Carrier status
- Issued
- Prior declines
- 0