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Commercial Auto — 2026

Sequoia Wellness Center · OPP-000014 · created Jun 20

LowIQ 70

Stage

Proposal Presented

6d in stage · 7d target

Est. Premium

$11,000

Annualized

Est. Revenue

$1,661

55% close probability

Weighted Revenue

$914

Probability-adjusted

Expected Close

Aug 19

8 days from today

Stage Progression

Advance the opportunity through the sales workflow

  1. Discovery
  2. Quote Requested
  3. Quote Received
  4. Proposal Presented
  5. Client Reviewing
  6. Application Started
  7. Application Submitted
  8. Underwriting
  9. Approved
  10. Bound
  11. Issued

IQ Score composition

  • Stage progression12/25
  • Activity recency20/20
  • Client engagement20/20
  • Premium size2/15
  • Close timing10/10
  • Data completeness6/10

Quotes

Carrier quotes attached to this opportunity

  • Northgate Indemnity
    Premium
    $11,500
    Est. Commission
    $1,150
    Expires
    Aug 26
    Status
    Received

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

  • Phone CallJul 16

    Reviewed payroll classification for workers comp.

    No answer

  • EmailJun 28

    Discussed coverage gaps and current carrier pricing.

    Requested more time

Account

Client and ownership detail

  • ClientSequoia Wellness Center
  • CarrierVanguard Fitness Risk
  • ProductCommercial Auto
  • ProducerJordan Ellis
  • Service (CSR)Unassigned
  • Last activityAug 8
  • SegmentSupplement Company
  • StateMA
  • Client since2024-12-17

Contacts

Decision makers on the account

  • Simone Whitfield

    Decision maker

    Owner / Founder

    simone@sequoiawellnessc.com · (801) 869-5129

    Prefers Phone

  • Priya Hollis

    Decision maker

    CFO

    priya@sequoiawellnessc.com · (649) 726-7673

    Prefers Phone

  • Elena Winslow

    General Manager

    elena@sequoiawellnessc.com · (674) 755-5083

    Prefers Phone

Open Tasks

Work required to advance this deal

  • Submit Application — Commercial Auto — 2026

    Due Jul 31 · Applications Incomplete

    Overdue

Other Opportunities

4 more open with this client