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.
$88,709 in estimated commission revenue is currently pending underwriting across 35 active cases.
22 cases have been pending more than 10 days, including 15 beyond 30 days.
Titan Commercial is averaging 22.1 underwriting days compared with 35.8 agency-wide; Summit Life is slowest at 37.8.
Waiver & Release Forms is the most common outstanding requirement this month (10 open).
Simone Wexler has a 100% first-pass application completeness rate across 7 submissions.
1 high-value cases have had no activity in the last 7 days.
Based on current approval patterns, approximately $127,152 in pending premium is likely to issue within 14 days.
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
- 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