Stage
Client Reviewing
1d in stage · 7d target
Est. Premium
$24,500
Annualized
Est. Revenue
$3,700
60% close probability
Weighted Revenue
$2,220
Probability-adjusted
Expected Close
Aug 20
9 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 progression14/25
- Activity recency20/20
- Client engagement10/20
- Premium size4/15
- Close timing10/10
- Data completeness9/10
Quotes
Carrier quotes attached to this opportunity
- Northgate Indemnity
- Premium
- $27,600
- Est. Commission
- $2,760
- Expires
- Aug 24
- 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 18
Sent proposal summary and comparison sheet.
Requested more time
- NoteMay 31
Reviewed payroll classification for workers comp.
Information sent
Account
Client and ownership detail
- ClientRedline Conditioning
- CarrierVanguard Fitness Risk
- ProductGeneral Liability
- ProducerSimone Wexler
- Service (CSR)Bethany Cole
- Last activityAug 11
- SegmentFitness Event
- StateTX
- Client since2021-07-14
Contacts
Decision makers on the account
Damon Quintero
Decision makerOwner / Founder
damon@redlinecondition.com · (241) 257-5081
Prefers Email
Jared Delgado
Owner / Founder
jared@redlinecondition.com · (221) 597-9443
Prefers In Person
Open Tasks
Work required to advance this deal
- Overdue
Cross-Sell Outreach — General Liability — 2026
Due Jul 31 · Cross-Sell Opportunities
Other Opportunities
4 more open with this client
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- Commercial Auto — 2026$34,500
- Key Person Life — 2026$45,500