Stage
Proposal Presented
1d in stage · 7d target
Est. Premium
$5,000
Annualized
Est. Revenue
$875
55% close probability
Weighted Revenue
$481
Probability-adjusted
Expected Close
Oct 18
68 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 progression12/25
- Activity recency14/20
- Client engagement17/20
- Premium size1/15
- Close timing2/10
- Data completeness9/10
Quotes
Carrier quotes attached to this opportunity
- Vanguard Fitness Risk
- Premium
- $5,100
- Est. Commission
- $770
- Expires
- Sep 11
- Status
- Expired
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
- MeetingJul 27
Left a message with the front desk.
Connected
- MeetingMay 28
Left a message with the front desk.
No answer
Account
Client and ownership detail
- ClientKeystone Strength Co.
- CarrierPeak Mutual
- ProductEvent Liability
- ProducerDana Brooks
- Service (CSR)Tobias Reyn
- Last activityAug 6
- SegmentGym
- StateNV
- Client since2023-11-06
Contacts
Decision makers on the account
Kai Thorne
Decision makerOwner / Founder
kai@keystonestrength.com · (836) 937-9835
Prefers Email
Open Tasks
Work required to advance this deal
- Open
Underwriting Requirement — Event Liability — 2026
Due Aug 17 · Underwriting Requirements
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