Stage
Bound
6d in stage · 14d target
Est. Premium
$37,500
Annualized
Est. Revenue
$3,675
97% close probability
Weighted Revenue
$3,565
Probability-adjusted
Expected Close
Sep 9
29 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 progression25/25
- Activity recency4/20
- Client engagement19/20
- Premium size6/15
- Close timing6/10
- Data completeness6/10
Quotes
Carrier quotes attached to this opportunity
- Peak Mutual
- Premium
- $40,400
- Est. Commission
- $7,070
- Expires
- Aug 21
- Status
- Selected
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
- Phone CallJul 14
Reviewed payroll classification for workers comp.
Connected
- TaskJun 23
Reviewed payroll classification for workers comp.
Documents received
Account
Client and ownership detail
- ClientMeridian Movement Group
- CarrierTitan Commercial
- ProductProduct Liability
- ProducerPriya Raman
- Service (CSR)Unassigned
- Last activityJul 24
- SegmentBodybuilder
- StateCA
- Client since2025-10-29
Contacts
Decision makers on the account
Elena Prescott
Decision makerOwner / Founder
elena@meridianmovement.com · (488) 625-6631
Prefers In Person
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Product Liability — 2026
Due Aug 3 · Overdue Activities
- Overdue
Underwriting Requirement — Product Liability — 2026
Due Aug 5 · Underwriting Requirements
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