Stage
Discovery
5d in stage · 7d target
Est. Premium
$20,000
Annualized
Est. Revenue
$3,500
15% close probability
Weighted Revenue
$525
Probability-adjusted
Expected Close
Oct 26
76 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 progression6/25
- Activity recency20/20
- Client engagement14/20
- Premium size3/15
- Close timing2/10
- 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
- Follow-UpJun 11
Client requested a follow-up after their board meeting.
Documents received
- EmailJun 3
Sent proposal summary and comparison sheet.
Left voicemail
Account
Client and ownership detail
- ClientHalcyon Recovery Studio
- CarrierPeak Mutual
- ProductBuy-Sell Funding
- ProducerElliot Pace
- Service (CSR)Unassigned
- Last activityAug 8
- SegmentGym
- StateWA
- Client since2021-08-01
Contacts
Decision makers on the account
Marcus Quintero
Decision makerOwner / Founder
marcus@halcyonrecoverys.com · (330) 492-2679
Prefers Email
Ingrid Sandoval
Decision makerGeneral Manager
ingrid@halcyonrecoverys.com · (583) 698-4084
Prefers Text
Grant Rhodes
HR Manager
grant@halcyonrecoverys.com · (928) 753-9601
Prefers Phone
Open Tasks
Work required to advance this deal
- Open
Underwriting Requirement — Buy-Sell Funding — 2026
Due Aug 26 · Underwriting Requirements
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