Stage
Bound
5d in stage · 14d target
Est. Premium
$26,500
Annualized
Est. Revenue
$4,002
97% close probability
Weighted Revenue
$3,882
Probability-adjusted
Expected Close
Sep 29
49 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 progression25/25
- Activity recency4/20
- Client engagement11/20
- Premium size4/15
- Close timing2/10
- Data completeness9/10
Quotes
Carrier quotes attached to this opportunity
- Cardinal Underwriters
- Premium
- $23,900
- Est. Commission
- $2,605
- Expires
- Aug 15
- Status
- Declined
Application & Underwriting
Submission status and outstanding carrier requirements
Application
Submitted
UW Stage
Not in underwriting
Days Pending
—
No outstanding underwriting requirements.
Activity Timeline
Every touch on this opportunity
- Document RequestJun 9
Confirmed effective date expectations.
Left voicemail
- Document RequestMay 24
Sent proposal summary and comparison sheet.
Requested more time
Account
Client and ownership detail
- ClientAurora Movement Clinic
- CarrierVanguard Fitness Risk
- ProductGeneral Liability
- ProducerCamille Foster
- Service (CSR)Tobias Reyn
- Last activityJul 22
- SegmentGym
- StateNV
- Client since2021-01-16
Contacts
Decision makers on the account
Noelle Grayson
Decision makerOwner / Founder
noelle@auroramovementcl.com · (404) 208-4076
Prefers In Person
Colin Mercer
Owner / Founder
colin@auroramovementcl.com · (842) 984-2246
Prefers Phone
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — General Liability — 2026
Due Aug 2 · Overdue Activities
Other Opportunities
4 more open with this client
- Cyber Liability — 2026$11,000
- Product Liability — 2026$17,500
- Commercial Auto — 2026$12,500
- Product Liability — 2026$14,500