Stage
Quote Requested
5d in stage · 7d target
Est. Premium
$134,000
Annualized
Est. Revenue
$14,606
30% close probability
Weighted Revenue
$4,382
Probability-adjusted
Expected Close
Oct 19
69 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 recency14/20
- Client engagement19/20
- Premium size15/15
- Close timing2/10
- 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
- Document RequestJul 1
Confirmed effective date expectations.
Requested more time
- Follow-UpMay 23
Confirmed effective date expectations.
No answer
Account
Client and ownership detail
- ClientApex Performance Center
- CarrierCardinal Underwriters
- ProductGroup Health
- ProducerDana Brooks
- Service (CSR)Unassigned
- Last activityAug 7
- SegmentGym
- StateAZ
- Client since2021-12-31
Contacts
Decision makers on the account
Dana Prescott
Decision makerOwner / Founder
dana@apexperformancec.com · (297) 864-2732
Prefers Phone
Ingrid Quintero
General Manager
ingrid@apexperformancec.com · (268) 358-9676
Prefers Phone
Open Tasks
Work required to advance this deal
- Open
Follow-Up — Group Health — 2026
Due Aug 22 · Pending Client Decisions
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