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Business Owners Policy — 2026

Blue Ridge Barbell · OPP-000018 · created Jun 4

LowStalled 10dIQ 63

Stage

Application Submitted

17d in stage · 7d target

Est. Premium

$31,500

Annualized

Est. Revenue

$3,087

78% close probability

Weighted Revenue

$2,408

Probability-adjusted

Expected Close

Sep 22

42 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 progression19/25
  • Activity recency14/20
  • Client engagement13/20
  • Premium size5/15
  • Close timing6/10
  • Data completeness6/10

Quotes

Carrier quotes attached to this opportunity

  • Titan Commercial
    Premium
    $29,100
    Est. Commission
    $2,852
    Expires
    Aug 19
    Status
    Received

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

  • SMSJun 11

    Left a message with the front desk.

    Requested more time

  • Video MeetingJun 5

    Confirmed effective date expectations.

    Meeting scheduled

Account

Client and ownership detail

  • ClientBlue Ridge Barbell
  • CarrierTitan Commercial
  • ProductBusiness Owners Policy
  • ProducerRoman Petrov
  • Service (CSR)Unassigned
  • Last activityAug 6
  • SegmentPersonal Trainer
  • StateTX
  • Client since2020-09-18

Contacts

Decision makers on the account

  • Kelsey Cortez

    Decision maker

    Owner / Founder

    kelsey@blueridgebarbell.com · (417) 719-8859

    Prefers Phone

  • Simone Oyelaran

    Decision maker

    Business Partner

    simone@blueridgebarbell.com · (609) 575-6838

    Prefers In Person

  • Jared Jansen

    Benefits Administrator

    jared@blueridgebarbell.com · (545) 338-1656

    Prefers In Person

Open Tasks

Work required to advance this deal

  • Follow-Up — Business Owners Policy — 2026

    Due Aug 12 · Follow-Ups Due

    Open

Other Opportunities

4 more open with this client