Stage
Quote Requested
18d in stage · 7d target
Est. Premium
$21,500
Annualized
Est. Revenue
$3,354
30% close probability
Weighted Revenue
$1,006
Probability-adjusted
Expected Close
Sep 10
30 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 recency20/20
- Client engagement12/20
- Premium size4/15
- 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 27
Confirmed effective date expectations.
Left voicemail
- Video MeetingMay 27
Sent proposal summary and comparison sheet.
Left voicemail
Account
Client and ownership detail
- ClientWindward Fitness Studio
- CarrierMomentum Benefits
- ProductRetirement / 401(k)
- ProducerCurtis Hale
- Service (CSR)Bethany Cole
- Last activityAug 8
- SegmentGym
- StateWA
- Client since2022-11-06
Contacts
Decision makers on the account
Camille Sandoval
Decision makerOwner / Founder
camille@windwardfitnesss.com · (515) 371-9128
Prefers In Person
Tasha Thorne
Benefits Administrator
tasha@windwardfitnesss.com · (716) 659-7897
Prefers Email
Andre Oyelaran
Decision makerBenefits Administrator
andre@windwardfitnesss.com · (286) 929-1139
Prefers Phone
Open Tasks
Work required to advance this deal
- No open tasks.
Other Opportunities
3 more open with this client
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- Workers Compensation — 2026$26,500
- Hospital Indemnity — 2026$12,000