Stage
Application Started
3d in stage · 5d target
Est. Premium
$21,000
Annualized
Est. Revenue
$3,171
70% close probability
Weighted Revenue
$2,220
Probability-adjusted
Expected Close
Sep 5
25 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 progression17/25
- Activity recency20/20
- Client engagement15/20
- Premium size4/15
- Close timing6/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
- Harborview Health
- Premium
- $24,600
- Est. Commission
- $3,838
- Expires
- Sep 11
- Status
- Received
Application & Underwriting
Submission status and outstanding carrier requirements
Application
Awaiting Signature
UW Stage
Not in underwriting
Days Pending
—
No outstanding underwriting requirements.
Activity Timeline
Every touch on this opportunity
- MeetingJun 29
Discussed coverage gaps and current carrier pricing.
No answer
- SMSJun 11
Sent proposal summary and comparison sheet.
Requested proposal
Account
Client and ownership detail
- ClientKinetic Health Collective
- CarrierVanguard Fitness Risk
- ProductGroup Dental
- ProducerNaomi Chen
- Service (CSR)Marcus Ellery
- Last activityAug 9
- SegmentSupplement Company
- StateNC
- Client since2022-01-23
Contacts
Decision makers on the account
Kelsey Rhodes
Decision makerOwner / Founder
kelsey@kinetichealthcol.com · (272) 860-1367
Prefers Email
Bryce Winslow
CFO
bryce@kinetichealthcol.com · (764) 539-3785
Prefers In Person
Open Tasks
Work required to advance this deal
- Open
Present Proposal — Group Dental — 2026
Due Aug 11 · Quotes Expiring
Other Opportunities
4 more open with this client
- Indexed Universal Life — 2026$22,500
- Product Liability — 2026$21,000
- Group Life — 2026$15,500
- Short-Term Medical — 2026$6,000