Operations
Track every application from submission through underwriting, issuance, delivery, and ongoing service.
Phase 7 — Policy / Application Workflow. Schema is live in Supabase: carriers + carrier products, applications + participants + requirements, underwriting cases + requirements + status history, policies + members, ancillary add-ons, delivery receipts, funding transfers, policy service issues, and policy activity. Carrier API integrations, live DocuSign envelope binding, AI assistance, commissions, and the compliance bundle PDF land in their own follow-up phases. The data shown here is mocked for UI preview.
Applications In Progress
1
Drafts, in-progress, signature pending.
Awaiting Carrier
2
Submitted / received / under review.
Underwriting Active
1
1 pending requirements
Policies Pending
2
Awaiting issuance or funding.
In-Force Policies
1
Active client coverage.
Delivery Awaiting Ack
0
Receipts not yet acknowledged.
Open Service Issues
1
Open / pending client / pending carrier.
Application counts by stage and policies in force per line of business.
| Product Line | Total Apps | In Progress | Under Review | Approved | Pending Policies | In-Force | Delivery Outstanding |
|---|---|---|---|---|---|---|---|
| Health | 1 | 0 | 1 | 0 | 0 | 1 | 0 |
| Life | 1 | 0 | 1 | 0 | 1 | 0 | 0 |
| Retirement & Wealth | 1 | 1 | 0 | 0 | 1 | 0 | 0 |
| Disability Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Ancillary | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Latest policy and application events across the firm.
May 1, 2026, 6:00 PM
Delivery receipt acknowledged
Client acknowledged email delivery; first premium confirmed.
May 1, 2026, 9:00 AM
Policy issued
BlueOptions Silver 1443 — effective first of next month.
Apr 29, 2026, 9:00 AM
Application submitted
Florida Blue carrier portal submission.
Apr 28, 2026, 9:00 AM
Funding transfer requested
1035 exchange request sent to Vanguard.
Apr 27, 2026, 9:00 AM
Underwriting opened
Exclusive Brokerage opened underwriting case PRU-2026-04-117.