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Short-Term Medical — 2026

Vitality Nutrition Group · OPP-000004 · created May 15

LowStalled 16dIQ 62

Stage

Client Reviewing

23d in stage · 7d target

Est. Premium

$15,000

Annualized

Est. Revenue

$2,415

60% close probability

Weighted Revenue

$1,449

Probability-adjusted

Expected Close

Sep 29

49 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 progression14/25
  • Activity recency20/20
  • Client engagement15/20
  • Premium size3/15
  • Close timing2/10
  • Data completeness8/10

Quotes

Carrier quotes attached to this opportunity

  • Harborview Health
    Premium
    $15,800
    Est. Commission
    $2,465
    Expires
    Aug 18
    Status
    Received

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

  • Video MeetingJun 21

    Reviewed payroll classification for workers comp.

    Information sent

  • Follow-UpMay 14

    Sent proposal summary and comparison sheet.

    Requested more time

Account

Client and ownership detail

  • ClientVitality Nutrition Group
  • CarrierSterling Assurance
  • ProductShort-Term Medical
  • ProducerCurtis Hale
  • Service (CSR)Nia Ferrell
  • Last activityAug 10
  • SegmentPersonal Trainer
  • StateNC
  • Client since2021-02-03

Contacts

Decision makers on the account

  • Lena Thorne

    Decision maker

    Owner / Founder

    lena@vitalitynutritio.com · (935) 284-5716

    Prefers Email

  • Andre Quintero

    Decision maker

    CFO

    andre@vitalitynutritio.com · (317) 896-7440

    Prefers Text

Open Tasks

Work required to advance this deal

  • Present Proposal — Short-Term Medical — 2026

    Due Aug 12 · Quotes Expiring

    Open

  • Present Proposal — Short-Term Medical — 2026

    Due Aug 26 · Quotes Expiring

    Open

Other Opportunities

4 more open with this client