Stage
Application Submitted
1d in stage · 7d target
Est. Premium
$15,500
Annualized
Est. Revenue
$1,550
78% close probability
Weighted Revenue
$1,209
Probability-adjusted
Expected Close
Nov 7
88 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 progression19/25
- Activity recency20/20
- Client engagement10/20
- Premium size3/15
- Close timing2/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
- Northgate Indemnity
- Premium
- $17,800
- Est. Commission
- $1,780
- Expires
- Sep 18
- Status
- Expired
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
- SMSAug 3
Reviewed payroll classification for workers comp.
Meeting scheduled
- Document RequestJun 12
Client requested a follow-up after their board meeting.
Meeting scheduled
Account
Client and ownership detail
- ClientEverline Fitness
- CarrierNorthgate Indemnity
- ProductGeneral Liability
- ProducerTobias Nguyen
- Service (CSR)Unassigned
- Last activityAug 10
- SegmentFitness Event
- StateCA
- Client since2025-08-10
Contacts
Decision makers on the account
Pierce Brennan
Decision makerOwner / Founder
pierce@everlinefitness.com · (503) 430-5453
Prefers Email
Open Tasks
Work required to advance this deal
- Open
Follow-Up — General Liability — 2026
Due Aug 17 · Follow-Ups Due
Other Opportunities
4 more open with this client
- Business Owners Policy — 2026$30,500
- Product Liability — 2026$48,500
- Retirement / 401(k) — 2026$45,000
- Group Life — 2026$7,000