Stage
Quote Received
2d in stage · 5d target
Est. Premium
$17,500
Annualized
Est. Revenue
$3,063
45% close probability
Weighted Revenue
$1,378
Probability-adjusted
Expected Close
Aug 16
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 recency20/20
- Client engagement16/20
- Premium size3/15
- Close timing10/10
- Data completeness10/10
Quotes
Carrier quotes attached to this opportunity
- Vanguard Fitness Risk
- Premium
- $19,800
- Est. Commission
- $2,990
- Expires
- Sep 17
- Status
- Presented
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 8
Reviewed payroll classification for workers comp.
No answer
- Follow-UpJun 19
Left a message with the front desk.
Connected
Account
Client and ownership detail
- ClientFoundry Strength Works
- CarrierPeak Mutual
- ProductCommercial Property
- ProducerMaya Lindqvist
- Service (CSR)Marcus Ellery
- Last activityAug 8
- SegmentPersonal Trainer
- StatePA
- Client since2024-09-05
Contacts
Decision makers on the account
Lena Mercer
Decision makerOwner / Founder
lena@foundrystrengthw.com · (305) 614-4647
Prefers In Person
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Commercial Property — 2026
Due Aug 2 · Pending Client Decisions
Other Opportunities
4 more open with this client
- Group Vision — 2026$5,500
- Accident Indemnity — 2026$3,500
- Business Owners Policy — 2026$14,000
- Retirement / 401(k) — 2026$30,500