Underwriting Command Center

Open cases, aging, requirements and revenue at stake

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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.

Active cases

35

75 in current view

Premium pending

$681K

$89K commission

Aging

22 / 18 / 15

>10 / >20 / >30 days

Avg cycle time

35.8 days

52.6% approval rate

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

Workflow

Cases by stage

  • Issued10
  • Declined9
  • Carrier Received8
  • Requirements Outstanding8
  • Approved5
  • Approved Modified5
  • Requirements Requested4
  • Bind Pending4
  • Issuance Pending4
  • Requirements Complete3
  • Underwriter Review3
  • Additional Requirements3
  • Final Review3
  • Initial Review3
  • Bound3

Aging

Days pending distribution

  • 30+ days39
  • 0–5 days15
  • 6–10 days8
  • 11–20 days7
  • 21–30 days6

Underwriting Command Center

Every open case in one operating view

Prioritized by aging, requirements and revenue at stake

Saved view
Stage
Case age
  • UW-000053

    Elite Physique Coaching · Commercial Property

    Stage
    Requirements Complete
    Days pending
    71
    Premium
    $23,200
  • UW-000047

    Sequoia Wellness Center · Professional Liability

    Stage
    Additional Requirements
    Days pending
    70
    Premium
    $19,000
  • UW-000081

    Trailhead Fitness Co. · Group Dental

    Stage
    Declined
    Days pending
    70
    Premium
    $13,300
  • UW-000080

    Meridian Movement Group · Product Liability

    Stage
    Declined
    Days pending
    68
    Premium
    $40,400
  • UW-000091

    Everline Fitness · Retirement / 401(k)

    Stage
    Issued
    Days pending
    68
    Premium
    $41,500
  • UW-000064

    Apex Performance Center · Group Health

    Stage
    Bind Pending
    Days pending
    65
    Premium
    $121,700
  • UW-000068

    Vitality Nutrition Group · Indexed Universal Life

    Stage
    Bind Pending
    Days pending
    64
    Premium
    $19,600
  • UW-000041

    Blue Ridge Barbell · Business Owners Policy

    Stage
    Initial Review
    Days pending
    63
    Premium
    $29,100
  • UW-000032

    Lakeshore Fitness Club · Retirement / 401(k)

    Stage
    Carrier Received
    Days pending
    62
    Premium
    $25,000
  • UW-000060

    Sequoia Wellness Center · Commercial Auto

    Stage
    Requirements Outstanding
    Days pending
    61
    Premium
    $11,500
  • UW-000063

    Wrought Iron Gym · Indexed Universal Life

    Stage
    Approved
    Days pending
    61
    Premium
    $15,700
  • UW-000071

    Keystone Strength Co. · Term Life

    Stage
    Approved Modified
    Days pending
    61
    Premium
    $7,900
  • UW-000051

    Blue Ridge Barbell · Commercial Auto

    Stage
    Requirements Outstanding
    Days pending
    59
    Premium
    $9,800
  • UW-000077

    Kinetic Health Collective · Group Dental

    Stage
    Declined
    Days pending
    59
    Premium
    $24,600
  • UW-000082

    Highpoint Athletics · Final Expense

    Stage
    Declined
    Days pending
    59
    Premium
    $4,400
  • UW-000078

    Momentum Movement Studio · Final Expense

    Stage
    Declined
    Days pending
    56
    Premium
    $2,700
  • UW-000090

    Lakeshore Fitness Club · Retirement / 401(k)

    Stage
    Issuance Pending
    Days pending
    56
    Premium
    $25,000
  • UW-000037

    Aurora Movement Clinic · Product Liability

    Stage
    Requirements Complete
    Days pending
    55
    Premium
    $14,700
  • UW-000027

    Coastline Fitness Group · Final Expense

    Stage
    Carrier Received
    Days pending
    54
    Premium
    $5,900
  • UW-000098

    Coastline Fitness Group · Group Dental

    Stage
    Issued
    Days pending
    53
    Premium
    $24,200
  • UW-000036

    Coastline Fitness Group · Umbrella / Excess

    Stage
    Requirements Outstanding
    Days pending
    49
    Premium
    $23,500
  • UW-000069

    Prime Cadence Studio · Cyber Liability

    Stage
    Approved
    Days pending
    47
    Premium
    $7,800
  • UW-000093

    Redline Conditioning · Key Person Life

    Stage
    Issued
    Days pending
    46
    Premium
    $44,500
  • UW-000049

    Anvil Powerlifting · Term Life

    Stage
    Initial Review
    Days pending
    45
    Premium
    $16,900
  • UW-000059

    Anvil Powerlifting · Final Expense

    Stage
    Requirements Outstanding
    Days pending
    45
    Premium
    $6,600
  • UW-000086

    Wrought Iron Gym · Umbrella / Excess

    Stage
    Issuance Pending
    Days pending
    45
    Premium
    $16,300
  • UW-000072

    Novum Wellness Clinic · Accident Indemnity

    Stage
    Approved Modified
    Days pending
    44
    Premium
    $6,600
  • UW-000095

    Aurora Movement Clinic · Product Liability

    Stage
    Issued
    Days pending
    43
    Premium
    $14,700
  • UW-000075

    Halcyon Recovery Studio · Abuse & Molestation

    Stage
    Declined
    Days pending
    42
    Premium
    $4,400
  • UW-000085

    Coastline Fitness Group · Final Expense

    Stage
    Bound
    Days pending
    40
    Premium
    $5,900
  • UW-000087

    Elite Physique Coaching · Disability Income

    Stage
    Bound
    Days pending
    39
    Premium
    $9,800
  • UW-000033

    Everline Fitness · Retirement / 401(k)

    Stage
    Carrier Received
    Days pending
    38
    Premium
    $41,500
  • UW-000039

    Redline Conditioning · General Liability

    Stage
    Additional Requirements
    Days pending
    37
    Premium
    $27,600
  • UW-000088

    Halcyon Recovery Studio · Cyber Liability

    Stage
    Issuance Pending
    Days pending
    36
    Premium
    $8,000
  • UW-000066

    Foundry Strength Works · Accident Indemnity

    Stage
    Bind Pending
    Days pending
    35
    Premium
    $3,500
  • UW-000043

    Aurora Movement Clinic · Cyber Liability

    Stage
    Requirements Outstanding
    Days pending
    33
    Premium
    $11,800
  • UW-000089

    Highpoint Athletics · Hospital Indemnity

    Stage
    Bound
    Days pending
    32
    Premium
    $9,600
  • UW-000052

    Meridian Movement Group · Commercial Property

    Stage
    Requirements Outstanding
    Days pending
    31
    Premium
    $20,200
  • UW-000074

    Momentum Movement Studio · Abuse & Molestation

    Stage
    Approved Modified
    Days pending
    31
    Premium
    $13,500
  • UW-000028

    Wrought Iron Gym · Umbrella / Excess

    Stage
    Carrier Received
    Days pending
    27
    Premium
    $16,300
  • UW-000034

    Champion Athletics · Business Owners Policy

    Stage
    Requirements Requested
    Days pending
    27
    Premium
    $25,900
  • UW-000073

    Kinetic Health Collective · Short-Term Medical

    Stage
    Approved Modified
    Days pending
    26
    Premium
    $7,400
  • UW-000031

    Highpoint Athletics · Hospital Indemnity

    Stage
    Carrier Received
    Days pending
    25
    Premium
    $9,600
  • UW-000062

    Sequoia Wellness Center · Group Dental

    Stage
    Bind Pending
    Days pending
    24
    Premium
    $16,000
  • UW-000067

    Keystone Strength Co. · Commercial Auto

    Stage
    Approved
    Days pending
    21
    Premium
    $35,500
  • UW-000057

    Blue Ridge Barbell · Retirement / 401(k)

    Stage
    Initial Review
    Days pending
    20
    Premium
    $36,500
  • UW-000058

    Vitality Nutrition Group · Short-Term Medical

    Stage
    Requirements Requested
    Days pending
    16
    Premium
    $15,800
  • UW-000065

    Momentum Movement Studio · Buy-Sell Funding

    Stage
    Approved
    Days pending
    16
    Premium
    $45,400
  • UW-000029

    Elite Physique Coaching · Disability Income

    Stage
    Carrier Received
    Days pending
    15
    Premium
    $9,800
  • UW-000044

    Everline Fitness · Business Owners Policy

    Stage
    Requirements Outstanding
    Days pending
    15
    Premium
    $29,500
  • UW-000099

    Blue Ridge Barbell · Business Owners Policy

    Stage
    Issued
    Days pending
    12
    Premium
    $29,100
  • UW-000100

    Halcyon Recovery Studio · Group Life

    Stage
    Issued
    Days pending
    12
    Premium
    $16,400
  • UW-000083

    Novum Wellness Clinic · Key Person Life

    Stage
    Declined
    Days pending
    10
    Premium
    $20,500
  • UW-000040

    Coastline Fitness Group · Group Dental

    Stage
    Final Review
    Days pending
    9
    Premium
    $24,200
  • UW-000084

    Redline Conditioning · General Liability

    Stage
    Issuance Pending
    Days pending
    8
    Premium
    $22,200
  • UW-000097

    Redline Conditioning · General Liability

    Stage
    Issued
    Days pending
    8
    Premium
    $27,600
  • UW-000035

    Redline Conditioning · Key Person Life

    Stage
    Requirements Outstanding
    Days pending
    7
    Premium
    $44,500
  • UW-000038

    Champion Athletics · Key Person Life

    Stage
    Underwriter Review
    Days pending
    7
    Premium
    $23,900
  • UW-000042

    Halcyon Recovery Studio · Group Life

    Stage
    Requirements Requested
    Days pending
    7
    Premium
    $16,400
  • UW-000056

    Trailhead Fitness Co. · Term Life

    Stage
    Final Review
    Days pending
    7
    Premium
    $13,400
  • UW-000048

    Novum Wellness Clinic · Term Life

    Stage
    Final Review
    Days pending
    5
    Premium
    $6,300
  • UW-000079

    Foundry Strength Works · Commercial Property

    Stage
    Declined
    Days pending
    5
    Premium
    $19,800
  • UW-000094

    Coastline Fitness Group · Umbrella / Excess

    Stage
    Issued
    Days pending
    5
    Premium
    $23,500
  • UW-000050

    Aurora Movement Clinic · Commercial Auto

    Stage
    Requirements Requested
    Days pending
    4
    Premium
    $12,600
  • UW-000030

    Halcyon Recovery Studio · Cyber Liability

    Stage
    Carrier Received
    Days pending
    3
    Premium
    $8,000
  • UW-000054

    Vitality Nutrition Group · Buy-Sell Funding

    Stage
    Underwriter Review
    Days pending
    3
    Premium
    $29,500
  • UW-000070

    Wrought Iron Gym · Umbrella / Excess

    Stage
    Approved Modified
    Days pending
    3
    Premium
    $10,700
  • UW-000092

    Champion Athletics · Business Owners Policy

    Stage
    Issued
    Days pending
    2
    Premium
    $25,900
  • UW-000096

    Champion Athletics · Key Person Life

    Stage
    Issued
    Days pending
    2
    Premium
    $23,900
  • UW-000026

    Redline Conditioning · General Liability

    Stage
    Carrier Received
    Days pending
    1
    Premium
    $22,200
  • UW-000045

    Vitality Nutrition Group · Disability Income

    Stage
    Requirements Complete
    Days pending
    1
    Premium
    $24,800
  • UW-000046

    Anvil Powerlifting · Commercial Auto

    Stage
    Underwriter Review
    Days pending
    1
    Premium
    $16,600
  • UW-000055

    Anvil Powerlifting · Cyber Liability

    Stage
    Additional Requirements
    Days pending
    1
    Premium
    $8,700
  • UW-000061

    Redline Conditioning · Professional Liability

    Stage
    Approved
    Days pending
    1
    Premium
    $7,200
  • UW-000076

    Wrought Iron Gym · Professional Liability

    Stage
    Declined
    Days pending
    1
    Premium
    $9,500