Stage
Discovery
9d in stage · 7d target
Est. Premium
$38,500
Annualized
Est. Revenue
$4,197
15% close probability
Weighted Revenue
$630
Probability-adjusted
Expected Close
Oct 2
52 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 engagement19/20
- Premium size6/15
- 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
- EmailJul 15
Sent proposal summary and comparison sheet.
Meeting scheduled
- Document RequestMay 19
Reviewed payroll classification for workers comp.
Meeting scheduled
Account
Client and ownership detail
- ClientTrailhead Fitness Co.
- CarrierCardinal Underwriters
- ProductRetirement / 401(k)
- ProducerHugo Ferreira
- Service (CSR)Bethany Cole
- Last activityAug 11
- SegmentHealth Professional
- StateTN
- Client since2025-08-21
Contacts
Decision makers on the account
Rex Cortez
Decision makerOwner / Founder
rex@trailheadfitness.com · (952) 347-1814
Prefers Text
Simone Cortez
Owner / Founder
simone@trailheadfitness.com · (689) 351-7071
Prefers Email
Omar Delgado
HR Manager
omar@trailheadfitness.com · (475) 934-6668
Prefers Email
Open Tasks
Work required to advance this deal
- Open
Underwriting Requirement — Retirement / 401(k) — 2026
Due Aug 19 · Underwriting Requirements
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