Stage
Quote Requested
1d in stage · 7d target
Est. Premium
$101,000
Annualized
Est. Revenue
$15,251
30% close probability
Weighted Revenue
$4,575
Probability-adjusted
Expected Close
Sep 24
44 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 progression8/25
- Activity recency20/20
- Client engagement12/20
- Premium size15/15
- Close timing6/10
- Data completeness9/10
Quotes
Carrier quotes attached to this opportunity
No quotes requested yet.
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
- EmailJul 9
Sent proposal summary and comparison sheet.
No answer
- NoteJun 27
Sent proposal summary and comparison sheet.
Left voicemail
Account
Client and ownership detail
- ClientBrightline Nutrition Co.
- CarrierVanguard Fitness Risk
- ProductGroup Health
- ProducerRenee Alvarez
- Service (CSR)Nia Ferrell
- Last activityAug 11
- SegmentGym
- StateCA
- Client since2024-04-30
Contacts
Decision makers on the account
Colin Thorne
Decision makerOwner / Founder
colin@brightlinenutrit.com · (424) 584-4818
Prefers In Person
Rosa Grayson
Owner / Founder
rosa@brightlinenutrit.com · (397) 373-5152
Prefers Text
Bianca Hollis
CFO
bianca@brightlinenutrit.com · (831) 825-1216
Prefers Phone
Open Tasks
Work required to advance this deal
- Open
Submit Application — Group Health — 2026
Due Aug 24 · Applications Incomplete
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