Declined Cases

Lost underwriting business, root causes and remarket paths

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.

Declined cases

9

Decline rate

12.0%

Of all cases in view

Premium lost

$140K

Revenue lost

$22K

Estimated gross commission

Root cause

Decline reasons

  • Insufficient Information2
  • No reason recorded2
  • Medical1
  • Claims1
  • Geography1
  • Carrier Capacity1
  • Payroll1

Carrier

Premium declined by carrier

  • Peak Mutual$40K
  • Vanguard Fitness Risk$29K
  • Sterling Assurance$28K
  • Harborview Health$25K
  • Cardinal Underwriters$13K
  • Titan Commercial$4K

Segment

Declines by fitness segment

  • Gym3
  • Bodybuilder3
  • Supplement Company1
  • Personal Trainer1
  • Health Professional1

Declined Cases

Lost underwriting business and remarket paths

Every decline and withdrawal with reason, revenue impact and next market

  • UW-000080

    Meridian Movement Group · Product Liability · CA

    Carrier
    Peak Mutual
    Reason
    Carrier Capacity
    Premium lost
    $40,400
  • UW-000077

    Kinetic Health Collective · Group Dental · NC

    Carrier
    Harborview Health
    Reason
    Geography
    Premium lost
    $24,600
  • UW-000083

    Novum Wellness Clinic · Key Person Life · PA

    Carrier
    Sterling Assurance
    Reason
    No reason recorded
    Premium lost
    $20,500
  • UW-000079

    Foundry Strength Works · Commercial Property · PA

    Carrier
    Vanguard Fitness Risk
    Reason
    Insufficient Information
    Premium lost
    $19,800
  • UW-000081

    Trailhead Fitness Co. · Group Dental · TN

    Carrier
    Cardinal Underwriters
    Reason
    Payroll
    Premium lost
    $13,300
  • UW-000076

    Wrought Iron Gym · Professional Liability · CO

    Carrier
    Vanguard Fitness Risk
    Reason
    Claims
    Premium lost
    $9,500
  • UW-000075

    Halcyon Recovery Studio · Abuse & Molestation · WA

    Carrier
    Titan Commercial
    Reason
    Medical
    Premium lost
    $4,400
  • UW-000082

    Highpoint Athletics · Final Expense · NV

    Carrier
    Sterling Assurance
    Reason
    No reason recorded
    Premium lost
    $4,400
  • UW-000078

    Momentum Movement Studio · Final Expense · MA

    Carrier
    Sterling Assurance
    Reason
    Insufficient Information
    Premium lost
    $2,700