Stage
Approved
4d in stage · 14d target
Est. Premium
$21,000
Annualized
Est. Revenue
$3,171
93% close probability
Weighted Revenue
$2,949
Probability-adjusted
Expected Close
Oct 25
75 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 progression23/25
- Activity recency14/20
- Client engagement14/20
- Premium size4/15
- Close timing2/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
- Cardinal Underwriters
- Premium
- $24,200
- Est. Commission
- $2,638
- Expires
- Sep 20
- Status
- Received
Application & Underwriting
Submission status and outstanding carrier requirements
Application
Submitted
UW Stage
Requirements Outstanding
Days Pending
6d
- Employee censusOutstanding
- Payroll verificationOutstanding
- Financial statementsOutstanding
Activity Timeline
Every touch on this opportunity
- SMSJul 25
Sent proposal summary and comparison sheet.
Requested proposal
- MeetingJun 7
Reviewed payroll classification for workers comp.
Information sent
Account
Client and ownership detail
- ClientCoastline Fitness Group
- CarrierVanguard Fitness Risk
- ProductGroup Dental
- ProducerDevin Wallace
- Service (CSR)Marcus Ellery
- Last activityAug 4
- SegmentFitness Influencer
- StateCA
- Client since2024-12-04
Contacts
Decision makers on the account
Grant Mercer
Decision makerOwner / Founder
grant@coastlinefitness.com · (575) 720-6080
Prefers Email
Yvette Mercer
General Manager
yvette@coastlinefitness.com · (778) 660-9462
Prefers In Person
Open Tasks
Work required to advance this deal
- Open
Follow-Up — Group Dental — 2026
Due Aug 19 · Follow-Ups Due
Other Opportunities
4 more open with this client
- General Liability — 2026$26,000
- Final Expense — 2026$5,500
- Professional Liability — 2026$6,500
- Umbrella / Excess — 2026$24,000