Stage
Quote Received
5d in stage · 5d target
Est. Premium
$2,500
Annualized
Est. Revenue
$438
45% close probability
Weighted Revenue
$197
Probability-adjusted
Expected Close
Aug 21
10 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 recency14/20
- Client engagement11/20
- Premium size0/15
- Close timing10/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
- Sterling Assurance
- Premium
- $2,700
- Est. Commission
- $435
- Expires
- Sep 4
- 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
- Phone CallAug 11
Sent proposal summary and comparison sheet.
Connected
- EmailJun 1
Left a message with the front desk.
No answer
Account
Client and ownership detail
- ClientMomentum Movement Studio
- CarrierPeak Mutual
- ProductFinal Expense
- ProducerSarah Mitchell
- Service (CSR)Unassigned
- Last activityAug 6
- SegmentBodybuilder
- StateMA
- Client since2023-01-21
Contacts
Decision makers on the account
Lena Faulkner
Decision makerOwner / Founder
lena@momentummovement.com · (403) 889-5569
Prefers Phone
Ingrid Vance
HR Manager
ingrid@momentummovement.com · (881) 350-8812
Prefers Phone
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Final Expense — 2026
Due Aug 1 · Overdue Activities
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