Stage
Discovery
1d in stage · 7d target
Est. Premium
$4,500
Annualized
Est. Revenue
$423
15% close probability
Weighted Revenue
$63
Probability-adjusted
Expected Close
Sep 24
44 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 progression6/25
- Activity recency20/20
- Client engagement16/20
- Premium size1/15
- 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
- MeetingJun 19
Discussed coverage gaps and current carrier pricing.
Connected
- MeetingJun 15
Client requested a follow-up after their board meeting.
Meeting scheduled
Account
Client and ownership detail
- ClientNovum Wellness Clinic
- CarrierSummit Life
- ProductTerm Life
- ProducerNaomi Chen
- Service (CSR)Unassigned
- Last activityAug 9
- SegmentGym
- StatePA
- Client since2020-10-30
Contacts
Decision makers on the account
Yvette Rhodes
Decision makerOwner / Founder
yvette@novumwellnesscli.com · (498) 303-3512
Prefers Text
Jared Vance
General Manager
jared@novumwellnesscli.com · (755) 661-5618
Prefers Phone
Yvette Lombard
General Manager
yvette@novumwellnesscli.com · (301) 598-8248
Prefers Phone
Open Tasks
Work required to advance this deal
- No open tasks.
Other Opportunities
3 more open with this client
- Key Person Life — 2026$17,500
- Term Life — 2026$6,500
- Accident Indemnity — 2026$6,000