Stage
Quote Received
2d in stage · 5d target
Est. Premium
$19,500
Annualized
Est. Revenue
$3,140
45% close probability
Weighted Revenue
$1,413
Probability-adjusted
Expected Close
Aug 11
0 days from today
Stage Progression
Advance the opportunity through the sales workflow
- Discovery
- Quote Requested
- Quote Received
- Proposal Presented
- Client Reviewing
- Application Started
- Application Submitted
- Underwriting
- Approved
- Bound
- Issued
IQ Score composition
- Stage progression10/25
- Activity recency4/20
- Client engagement19/20
- Premium size3/15
- Close timing10/10
- Data completeness8/10
Quotes
Carrier quotes attached to this opportunity
- Peak Mutual
- Premium
- $23,900
- Est. Commission
- $4,183
- Expires
- Aug 25
- Status
- Presented
Application & Underwriting
Submission status and outstanding carrier requirements
Application
Not Started
UW Stage
Not in underwriting
Days Pending
—
No outstanding underwriting requirements.
Activity Timeline
Every touch on this opportunity
- MeetingMay 28
Confirmed effective date expectations.
Information sent
- MeetingMay 21
Reviewed payroll classification for workers comp.
Requested more time
Account
Client and ownership detail
- ClientChampion Athletics
- CarrierSterling Assurance
- ProductKey Person Life
- ProducerTobias Nguyen
- Service (CSR)Unassigned
- Last activityJul 26
- SegmentGym
- StatePA
- Client since2023-07-30
Contacts
Decision makers on the account
Omar Lombard
Decision makerOwner / Founder
omar@championathletic.com · (396) 461-3429
Prefers In Person
Andre Grayson
Decision makerHR Manager
andre@championathletic.com · (855) 924-1115
Prefers Phone
Elena Jansen
General Manager
elena@championathletic.com · (930) 909-2077
Prefers Email
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Key Person Life — 2026
Due Jul 30 · Overdue Activities
Other Opportunities
4 more open with this client