Stage
Quote Requested
5d in stage · 7d target
Est. Premium
$19,000
Annualized
Est. Revenue
$2,071
30% close probability
Weighted Revenue
$621
Probability-adjusted
Expected Close
Oct 28
78 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 progression8/25
- Activity recency20/20
- Client engagement11/20
- Premium size3/15
- Close timing2/10
- Data completeness8/10
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 1
Reviewed payroll classification for workers comp.
Connected
- EmailMay 25
Discussed coverage gaps and current carrier pricing.
Requested more time
Account
Client and ownership detail
- ClientWrought Iron Gym
- CarrierCardinal Underwriters
- ProductVoluntary Benefits
- ProducerBianca Solano
- Service (CSR)Unassigned
- Last activityAug 8
- SegmentGym
- StateCO
- Client since2025-12-22
Contacts
Decision makers on the account
Rex Jansen
Decision makerOwner / Founder
rex@wroughtirongym.com · (267) 202-8445
Prefers Email
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Voluntary Benefits — 2026
Due Aug 1 · Follow-Ups Due
Other Opportunities
4 more open with this client
- Indexed Universal Life — 2026$16,000
- Umbrella / Excess — 2026$15,500
- Umbrella / Excess — 2026$9,000
- Professional Liability — 2026$10,000