Opportunity 360

Everything about one deal in a single record view

Data updated just now|Full agency visibility
Filters
Date Range
Division
Agent
Field Manager
Carrier
Product
State
Client Segment
Lead Source
Back to pipeline

Abuse & Molestation — 2026

Elite Physique Coaching · OPP-000001 · created Jul 23

LowIQ 59

Stage

Application Started

5d in stage · 5d target

Est. Premium

$13,000

Annualized

Est. Revenue

$1,274

70% close probability

Weighted Revenue

$892

Probability-adjusted

Expected Close

Nov 6

87 days from today

Stage Progression

Advance the opportunity through the sales workflow

  1. Discovery
  2. Quote Requested
  3. Quote Received
  4. Proposal Presented
  5. Client Reviewing
  6. Application Started
  7. Application Submitted
  8. Underwriting
  9. Approved
  10. Bound
  11. Issued

IQ Score composition

  • Stage progression17/25
  • Activity recency20/20
  • Client engagement12/20
  • Premium size2/15
  • Close timing2/10
  • Data completeness6/10

Quotes

Carrier quotes attached to this opportunity

  • Apex Specialty
    Premium
    $13,700
    Est. Commission
    $2,219
    Expires
    Sep 3
    Status
    Expired

Application & Underwriting

Submission status and outstanding carrier requirements

Application

Awaiting Payment

UW Stage

Not in underwriting

Days Pending

—

No outstanding underwriting requirements.

Activity Timeline

Every touch on this opportunity

  • MeetingMay 21

    Discussed coverage gaps and current carrier pricing.

    Information sent

  • NoteMay 15

    Reviewed payroll classification for workers comp.

    Meeting scheduled

Account

Client and ownership detail

  • ClientElite Physique Coaching
  • CarrierTitan Commercial
  • ProductAbuse & Molestation
  • ProducerPriya Raman
  • Service (CSR)Bethany Cole
  • Last activityAug 10
  • SegmentBodybuilder
  • StatePA
  • Client since2023-06-20

Contacts

Decision makers on the account

  • Damon Sandoval

    Decision maker

    Owner / Founder

    damon@elitephysiquecoa.com · (430) 579-2815

    Prefers Text

  • Devon Sandoval

    Owner / Founder

    devon@elitephysiquecoa.com · (775) 708-5035

    Prefers In Person

  • Tasha Ivers

    Decision maker

    General Manager

    tasha@elitephysiquecoa.com · (525) 305-4138

    Prefers Text

Open Tasks

Work required to advance this deal

  • Cross-Sell Outreach — Abuse & Molestation — 2026

    Due Aug 22 · Cross-Sell Opportunities

    Open

Other Opportunities

4 more open with this client