Stage
Approved
4d in stage · 14d target
Est. Premium
$14,000
Annualized
Est. Revenue
$2,268
93% close probability
Weighted Revenue
$2,109
Probability-adjusted
Expected Close
Aug 10
-1 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 progression23/25
- Activity recency14/20
- Client engagement12/20
- Premium size2/15
- Close timing10/10
- Data completeness9/10
Quotes
Carrier quotes attached to this opportunity
- Apex Specialty
- Premium
- $15,600
- Est. Commission
- $2,527
- Expires
- Aug 25
- Status
- Expired
Application & Underwriting
Submission status and outstanding carrier requirements
Application
Submitted
UW Stage
Requirements Outstanding
Days Pending
17d
- Employee censusOutstanding
- Loss runs (3 years)Outstanding
- Payroll verificationOutstanding
Activity Timeline
Every touch on this opportunity
- NoteAug 5
Client requested a follow-up after their board meeting.
Requested more time
- MeetingJun 14
Reviewed payroll classification for workers comp.
Requested proposal
Account
Client and ownership detail
- ClientHighpoint Athletics
- CarrierApex Specialty
- ProductSports Accident
- ProducerGrant Whitaker
- Service (CSR)Tobias Reyn
- Last activityAug 7
- SegmentBodybuilder
- StateNV
- Client since2025-06-02
Contacts
Decision makers on the account
Lena Sandoval
Decision makerOwner / Founder
lena@highpointathleti.com · (905) 386-9546
Prefers Email
Rex Delgado
Business Partner
rex@highpointathleti.com · (795) 681-9202
Prefers Phone
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Sports Accident — 2026
Due Aug 7 · Follow-Ups Due
- Open
Cross-Sell Outreach — Sports Accident — 2026
Due Aug 22 · Cross-Sell Opportunities
Other Opportunities
4 more open with this client
- Final Expense — 2026$4,500
- Equipment Breakdown — 2026$6,000
- Hospital Indemnity — 2026$11,500
- Group Vision — 2026$5,000