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Case NS-18472

Underwriting Review

Daniel Brooks · 20-Year Term Life · $1,500,000 · Harbor Life

OverviewActivityDocumentsNotes

Case overview

Client
Daniel Brooks, 47
Product
20-Year Term Life
Face amount
$1,500,000
Carrier
Harbor Life
Submitted
9 days ago
Target issue date
2026-10-11
Current stage
Underwriting Review
State
California

Workflow timeline

  1. Application submitted

    Electronic application received and validated.

  2. Underwriting opened

    Initial carrier review started.

  3. APS requested

    Attending Physician Statement requested from Pacific Internal Medicine.

  4. Automated status check

    Records provider reports request still pending.

  5. Target coverage date

    Client requested coverage in force by this date.

Requirements

  • Application
    Complete
  • MIB check
    Complete
  • Prescription history
    Complete
  • Attending Physician Statement
    Pending
  • Final underwriting decision
    Blocked