Underwriting Analytics

Conversion, cycle time, carrier and producer performance

Data updated just now|Full agency visibility
Filters
Date Range
Division
Agent
Field Manager
Carrier
Product
State
Client Segment
Lead Source

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.

Placement rate

22.7%

Cases bound or issued

Avg underwriting cycle

35.8 days

48 overdue requirements

Approval rate

52.6%

36.8% decline rate

Revenue pending

$89K

$681K premium in underwriting

Underwriting Intelligence

What the case load is telling you

Demo intelligence generated from current underwriting data — no live AI model is connected.

REVENUE

$88,709 in estimated commission revenue is currently pending underwriting across 35 active cases.

BOTTLENECK

22 cases have been pending more than 10 days, including 15 beyond 30 days.

CARRIER

Titan Commercial is averaging 22.1 underwriting days compared with 35.8 agency-wide; Summit Life is slowest at 37.8.

REQUIREMENTS

Waiver & Release Forms is the most common outstanding requirement this month (10 open).

AGENT

Simone Wexler has a 100% first-pass application completeness rate across 7 submissions.

RISK

1 high-value cases have had no activity in the last 7 days.

FORECAST

Based on current approval patterns, approximately $127,152 in pending premium is likely to issue within 14 days.

Ask InsurFit IQ

Funnel

Application to issuance conversion

Volume, premium and stage-over-stage conversion across the full workflow

  • Application Created

    created

    100

    applications

    $1.98M

    premium

    100.0%

    conversion

  • Completed

    completed

    84

    applications

    $1.67M

    premium

    84.0%

    conversion

  • Signed

    signed

    84

    applications

    $1.63M

    premium

    84.0%

    conversion

  • Submitted

    submitted

    75

    applications

    $1.51M

    premium

    75.0%

    conversion

  • Underwriting

    underwriting

    54

    applications

    $978K

    premium

    54.0%

    conversion

  • Approved

    approved

    31

    applications

    $687K

    premium

    31.0%

    conversion

  • Bound

    bound

    17

    applications

    $368K

    premium

    17.0%

    conversion

  • Issued

    issued

    10

    applications

    $271K

    premium

    10.0%

    conversion

Requirements

Most requested requirements

Where applications leak time before a decision

  • Property Schedule12
  • Waiver & Release Forms12
  • Attending Physician Statement12
  • Loss Runs (3 yr)9
  • Employee Census9
  • Certificate of Incorporation8

Segment

Premium in underwriting by fitness segment

  • Gym$580,200
  • Fitness Event$308,300
  • Personal Trainer$217,500
  • Bodybuilder$188,600
  • Fitness Influencer$107,200
  • Supplement Company$78,500
  • Health Professional$26,700

Carriers

Carrier underwriting performance

Speed, approval behaviour and requirement burden by carrier

  • Cardinal Underwriters
    Cases
    12
    Avg days to decision
    32.3 days
    Approval rate
    0.0%
    Issued premium
    $74K
  • Harborview Health
    Cases
    7
    Avg days to decision
    34.9 days
    Approval rate
    50.0%
    Issued premium
    $58K
  • Sterling Assurance
    Cases
    7
    Avg days to decision
    32.7 days
    Approval rate
    25.0%
    Issued premium
    $45K
  • Titan Commercial
    Cases
    8
    Avg days to decision
    22.1 days
    Approval rate
    50.0%
    Issued premium
    $29K
  • Northgate Indemnity
    Cases
    5
    Avg days to decision
    35.6 days
    Approval rate
    0.0%
    Issued premium
    $28K
  • Peak Mutual
    Cases
    12
    Avg days to decision
    33.8 days
    Approval rate
    80.0%
    Issued premium
    $24K
  • Apex Specialty
    Cases
    11
    Avg days to decision
    26.7 days
    Approval rate
    100.0%
    Issued premium
    $15K
  • Summit Life
    Cases
    6
    Avg days to decision
    37.8 days
    Approval rate
    100.0%
    Issued premium
    $0
  • Vanguard Fitness Risk
    Cases
    4
    Avg days to decision
    32.5 days
    Approval rate
    0.0%
    Issued premium
    $0
  • Momentum Benefits
    Cases
    3
    Avg days to decision
    26.0 days
    Approval rate
    0.0%
    Issued premium
    $0

Producers

Agent application quality

Completeness, requirement burden and cycle time drive the InsurFit IQ quality score

  • Simone Wexler
    Applications
    7
    Avg completeness
    100%
    Quality score
    91Strong
  • Marcus Reed
    Applications
    1
    Avg completeness
    100%
    Quality score
    90Strong
  • Dana Brooks
    Applications
    3
    Avg completeness
    100%
    Quality score
    88Strong
  • Sarah Mitchell
    Applications
    3
    Avg completeness
    100%
    Quality score
    87Strong
  • Bianca Solano
    Applications
    5
    Avg completeness
    100%
    Quality score
    86Strong
  • Naomi Chen
    Applications
    5
    Avg completeness
    100%
    Quality score
    84Strong
  • Elliot Pace
    Applications
    5
    Avg completeness
    100%
    Quality score
    80Strong
  • Maya Lindqvist
    Applications
    2
    Avg completeness
    100%
    Quality score
    80Strong
  • Tobias Nguyen
    Applications
    7
    Avg completeness
    100%
    Quality score
    78Watch
  • Grant Whitaker
    Applications
    3
    Avg completeness
    100%
    Quality score
    78Watch
  • Priya Raman
    Applications
    5
    Avg completeness
    100%
    Quality score
    76Watch
  • Devin Wallace
    Applications
    6
    Avg completeness
    100%
    Quality score
    76Watch
  • Curtis Hale
    Applications
    4
    Avg completeness
    100%
    Quality score
    76Watch
  • Hugo Ferreira
    Applications
    2
    Avg completeness
    100%
    Quality score
    76Watch
  • Kendall Boyd
    Applications
    2
    Avg completeness
    100%
    Quality score
    76Watch
  • Alex Carter
    Applications
    4
    Avg completeness
    100%
    Quality score
    75Watch
  • Camille Foster
    Applications
    4
    Avg completeness
    100%
    Quality score
    74Watch
  • Roman Petrov
    Applications
    4
    Avg completeness
    100%
    Quality score
    74Watch
  • Jordan Ellis
    Applications
    3
    Avg completeness
    100%
    Quality score
    73Watch