Stage
Quote Received
2d in stage · 5d target
Est. Premium
$8,000
Annualized
Est. Revenue
$752
45% close probability
Weighted Revenue
$338
Probability-adjusted
Expected Close
Aug 6
-5 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 engagement13/20
- Premium size1/15
- Close timing10/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
- Summit Life
- Premium
- $6,600
- Est. Commission
- $620
- Expires
- Sep 10
- 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
- MeetingJun 26
Client requested a follow-up after their board meeting.
Meeting scheduled
- EmailJun 12
Left a message with the front desk.
Documents received
Account
Client and ownership detail
- ClientAnvil Powerlifting
- CarrierSummit Life
- ProductFinal Expense
- ProducerAlex Carter
- Service (CSR)Unassigned
- Last activityAug 7
- SegmentGym
- StatePA
- Client since2025-03-16
Contacts
Decision makers on the account
Ingrid Ellison
Decision makerOwner / Founder
ingrid@anvilpowerliftin.com · (731) 316-8532
Prefers In Person
Lena Yates
Benefits Administrator
lena@anvilpowerliftin.com · (811) 960-6092
Prefers Email
Open Tasks
Work required to advance this deal
- Open
Present Proposal — Final Expense — 2026
Due Aug 21 · Quotes Expiring
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