Stage
Quote Requested
3d in stage · 7d target
Est. Premium
$13,000
Annualized
Est. Revenue
$2,028
30% close probability
Weighted Revenue
$608
Probability-adjusted
Expected Close
Sep 22
42 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 recency4/20
- Client engagement13/20
- Premium size2/15
- Close timing6/10
- Data completeness9/10
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
- Video MeetingJun 21
Discussed coverage gaps and current carrier pricing.
Requested more time
- Document RequestMay 24
Left a message with the front desk.
Meeting scheduled
Account
Client and ownership detail
- ClientLakeshore Fitness Club
- CarrierHarborview Health
- ProductShort-Term Medical
- ProducerKendall Boyd
- Service (CSR)Unassigned
- Last activityJul 27
- SegmentGym
- StateTN
- Client since2025-10-12
Contacts
Decision makers on the account
Kai Lombard
Decision makerOwner / Founder
kai@lakeshorefitness.com · (230) 438-3299
Prefers Text
Jared Mercer
CFO
jared@lakeshorefitness.com · (386) 301-7933
Prefers In Person
Open Tasks
Work required to advance this deal
- Open
Present Proposal — Short-Term Medical — 2026
Due Aug 18 · Quotes Expiring
Other Opportunities
4 more open with this client
- Key Person Life — 2026$42,500
- Group Vision — 2026$14,000
- Retirement / 401(k) — 2026$28,500
- Disability Income — 2026$7,000