Stage
Quote Received
5d in stage · 5d target
Est. Premium
$15,000
Annualized
Est. Revenue
$2,625
45% close probability
Weighted Revenue
$1,181
Probability-adjusted
Expected Close
Oct 19
69 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 recency14/20
- Client engagement18/20
- Premium size3/15
- Close timing2/10
- Data completeness10/10
Quotes
Carrier quotes attached to this opportunity
- Peak Mutual
- Premium
- $15,100
- Est. Commission
- $2,643
- Expires
- Aug 31
- Status
- Expired
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
- MeetingJun 28
Confirmed effective date expectations.
Requested proposal
- SMSJun 1
Sent proposal summary and comparison sheet.
Requested more time
Account
Client and ownership detail
- ClientPrime Cadence Studio
- CarrierPeak Mutual
- ProductAbuse & Molestation
- ProducerMarcus Reed
- Service (CSR)Unassigned
- Last activityAug 7
- SegmentGym
- StateWA
- Client since2021-02-27
Contacts
Decision makers on the account
Rex Winslow
Decision makerOwner / Founder
rex@primecadencestud.com · (520) 821-2301
Prefers Phone
Elena Brennan
CFO
elena@primecadencestud.com · (429) 753-3709
Prefers Email
Open Tasks
Work required to advance this deal
- Open
Underwriting Requirement — Abuse & Molestation — 2026
Due Aug 14 · Underwriting Requirements
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