Lost Opportunities
34
11 leads also disqualified
Premium Lost
$591K
Annualized premium not placed
Revenue Lost
$85K
Commission opportunity forgone
Recoverable
$22K
7 lost on price, timing or no response
Loss Reasons
Where deals break down, ranked by revenue impact
- No Response5 deals$102K17%
- Client Stayed With Current Agent6 deals$100K17%
- Product Unavailable3 deals$99K17%
- Duplicate4 deals$83K14%
- Carrier Declined3 deals$35K6%
- Underwriting4 deals$39K7%
- Other2 deals$41K7%
- Price1 deals$31K5%
- Not Qualified3 deals$31K5%
- Agent Follow-Up Failure1 deals$13K2%
- Competitor1 deals$10K2%
- Timing1 deals$10K2%
Lost To
Competitive displacement by counterparty
- Northline Insurance Group7
- None7
- Direct Carrier6
- Sentinel Brokerage5
- Baycrest Advisors5
- Incumbent Agent3
- Hartwell Risk Partners1
Lost Business Register
Every closed-lost opportunity with reason, competitor and value — the win-back list
- Key Person Life — 2026
Redline Conditioning
- Loss Reason
- Product Unavailable
- Premium Lost
- $45,500
- Revenue Lost
- $7,326
- Lost
- Jul 18
- Retirement / 401(k) — 2026
Everline Fitness
- Loss Reason
- No Response
- Premium Lost
- $45,000
- Revenue Lost
- $6,795
- Lost
- Apr 4
- Retirement / 401(k) — 2026
Blue Ridge Barbell
- Loss Reason
- Duplicate
- Premium Lost
- $33,500
- Revenue Lost
- $3,652
- Lost
- Jun 3
- Buy-Sell Funding — 2026
Vitality Nutrition Group
- Loss Reason
- No Response
- Premium Lost
- $30,500
- Revenue Lost
- $4,911
- Lost
- Apr 6
- Retirement / 401(k) — 2026
Foundry Strength Works
- Loss Reason
- Price
- Premium Lost
- $30,500
- Revenue Lost
- $4,606
- Lost
- Mar 27
- Retirement / 401(k) — 2026
Lakeshore Fitness Club
- Loss Reason
- Client Stayed With Current Agent
- Premium Lost
- $28,500
- Revenue Lost
- $4,304
- Lost
- Jul 19
- Business Owners Policy — 2026
Champion Athletics
- Loss Reason
- Client Stayed With Current Agent
- Premium Lost
- $27,500
- Revenue Lost
- $4,153
- Lost
- Apr 27
- Commercial Auto — 2026
Brightline Nutrition Co.
- Loss Reason
- Product Unavailable
- Premium Lost
- $27,500
- Revenue Lost
- $2,695
- Lost
- May 15
- General Liability — 2026
Sequoia Wellness Center
- Loss Reason
- Duplicate
- Premium Lost
- $27,500
- Revenue Lost
- $2,998
- Lost
- Jun 29
- Commercial Property — 2026
Prime Cadence Studio
- Loss Reason
- Product Unavailable
- Premium Lost
- $25,500
- Revenue Lost
- $4,463
- Lost
- Jul 31
- Umbrella / Excess — 2026
Coastline Fitness Group
- Loss Reason
- Carrier Declined
- Premium Lost
- $24,000
- Revenue Lost
- $4,200
- Lost
- May 5
- Commercial Property — 2026
Meridian Movement Group
- Loss Reason
- Other
- Premium Lost
- $20,500
- Revenue Lost
- $2,235
- Lost
- Apr 19
- Commercial Property — 2026
Elite Physique Coaching
- Loss Reason
- Other
- Premium Lost
- $20,500
- Revenue Lost
- $3,096
- Lost
- Jul 26
- Product Liability — 2026
Aurora Movement Clinic
- Loss Reason
- Client Stayed With Current Agent
- Premium Lost
- $14,500
- Revenue Lost
- $2,538
- Lost
- Aug 1
- Abuse & Molestation — 2026
Momentum Movement Studio
- Loss Reason
- Duplicate
- Premium Lost
- $14,000
- Revenue Lost
- $2,114
- Lost
- May 26
- Event Liability — 2026
Meridian Movement Group
- Loss Reason
- Not Qualified
- Premium Lost
- $13,000
- Revenue Lost
- $1,274
- Lost
- Jun 12
- Commercial Auto — 2026
Aurora Movement Clinic
- Loss Reason
- Agent Follow-Up Failure
- Premium Lost
- $12,500
- Revenue Lost
- $2,025
- Lost
- Jul 8
- Hospital Indemnity — 2026
Windward Fitness Studio
- Loss Reason
- Underwriting
- Premium Lost
- $12,000
- Revenue Lost
- $1,872
- Lost
- May 2
- Term Life — 2026
Trailhead Fitness Co.
- Loss Reason
- Underwriting
- Premium Lost
- $12,000
- Revenue Lost
- $1,128
- Lost
- Jun 14
- Cyber Liability — 2026
Keystone Strength Co.
- Loss Reason
- Client Stayed With Current Agent
- Premium Lost
- $12,000
- Revenue Lost
- $2,100
- Lost
- Apr 4
- Hospital Indemnity — 2026
Highpoint Athletics
- Loss Reason
- No Response
- Premium Lost
- $11,500
- Revenue Lost
- $1,794
- Lost
- Jun 4
- Commercial Auto — 2026
Blue Ridge Barbell
- Loss Reason
- Not Qualified
- Premium Lost
- $11,500
- Revenue Lost
- $1,150
- Lost
- Jun 27
- Cyber Liability — 2026
Anvil Powerlifting
- Loss Reason
- Client Stayed With Current Agent
- Premium Lost
- $10,500
- Revenue Lost
- $1,145
- Lost
- Apr 3
- Event Liability — 2026
Sequoia Wellness Center
- Loss Reason
- No Response
- Premium Lost
- $10,000
- Revenue Lost
- $1,750
- Lost
- Mar 21
- Professional Liability — 2026
Wrought Iron Gym
- Loss Reason
- Competitor
- Premium Lost
- $10,000
- Revenue Lost
- $1,750
- Lost
- May 30
- Sports Accident — 2026
Apex Performance Center
- Loss Reason
- Timing
- Premium Lost
- $9,500
- Revenue Lost
- $1,482
- Lost
- Jun 16
- Umbrella / Excess — 2026
Wrought Iron Gym
- Loss Reason
- Underwriting
- Premium Lost
- $9,000
- Revenue Lost
- $1,458
- Lost
- Apr 30
- Term Life — 2026
Keystone Strength Co.
- Loss Reason
- Duplicate
- Premium Lost
- $7,500
- Revenue Lost
- $705
- Lost
- Jul 10
- Disability Income — 2026
Lakeshore Fitness Club
- Loss Reason
- Carrier Declined
- Premium Lost
- $7,000
- Revenue Lost
- $1,092
- Lost
- Jul 18
- Group Life — 2026
Everline Fitness
- Loss Reason
- Client Stayed With Current Agent
- Premium Lost
- $7,000
- Revenue Lost
- $1,057
- Lost
- Mar 31
- Accident Indemnity — 2026
Novum Wellness Clinic
- Loss Reason
- Not Qualified
- Premium Lost
- $6,000
- Revenue Lost
- $936
- Lost
- Apr 2
- Short-Term Medical — 2026
Kinetic Health Collective
- Loss Reason
- Underwriting
- Premium Lost
- $6,000
- Revenue Lost
- $972
- Lost
- Mar 17
- Group Vision — 2026
Highpoint Athletics
- Loss Reason
- No Response
- Premium Lost
- $5,000
- Revenue Lost
- $780
- Lost
- May 16
- Abuse & Molestation — 2026
Halcyon Recovery Studio
- Loss Reason
- Carrier Declined
- Premium Lost
- $4,000
- Revenue Lost
- $700
- Lost
- May 12