Opportunity 360

Everything about one deal in a single record view

Data updated just now|Full agency visibility
Filters
Date Range
Division
Agent
Field Manager
Carrier
Product
State
Client Segment
Lead Source
Back to pipeline

Accident Indemnity — 2026

Elite Physique Coaching · OPP-000026 · created Jul 12

LowIQ 72

Stage

Underwriting

4d in stage · 10d target

Est. Premium

$5,500

Annualized

Est. Revenue

$858

85% close probability

Weighted Revenue

$729

Probability-adjusted

Expected Close

Oct 6

56 days from today

Stage Progression

Advance the opportunity through the sales workflow

  1. Discovery
  2. Quote Requested
  3. Quote Received
  4. Proposal Presented
  5. Client Reviewing
  6. Application Started
  7. Application Submitted
  8. Underwriting
  9. Approved
  10. Bound
  11. Issued

IQ Score composition

  • Stage progression21/25
  • Activity recency20/20
  • Client engagement20/20
  • Premium size1/15
  • Close timing2/10
  • Data completeness8/10

Quotes

Carrier quotes attached to this opportunity

  • Momentum Benefits
    Premium
    $6,100
    Est. Commission
    $952
    Expires
    Aug 19
    Status
    Expired

Application & Underwriting

Submission status and outstanding carrier requirements

Application

Submitted

UW Stage

Requirements Outstanding

Days Pending

9d

  • Medical exam resultsOutstanding

Activity Timeline

Every touch on this opportunity

  • Phone CallJun 20

    Left a message with the front desk.

    Meeting scheduled

  • TaskMay 28

    Confirmed effective date expectations.

    Meeting scheduled

Account

Client and ownership detail

  • ClientElite Physique Coaching
  • CarrierMomentum Benefits
  • ProductAccident Indemnity
  • ProducerPriya Raman
  • Service (CSR)Marcus Ellery
  • Last activityAug 11
  • SegmentBodybuilder
  • StatePA
  • Client since2023-06-20

Contacts

Decision makers on the account

  • Damon Sandoval

    Decision maker

    Owner / Founder

    damon@elitephysiquecoa.com · (430) 579-2815

    Prefers Text

  • Devon Sandoval

    Owner / Founder

    devon@elitephysiquecoa.com · (775) 708-5035

    Prefers In Person

  • Tasha Ivers

    Decision maker

    General Manager

    tasha@elitephysiquecoa.com · (525) 305-4138

    Prefers Text

Open Tasks

Work required to advance this deal

  • Underwriting Requirement — Accident Indemnity — 2026

    Due Aug 2 · Underwriting Requirements

    Overdue

  • Follow-Up — Accident Indemnity — 2026

    Due Aug 23 · Follow-Ups Due

    Open

Other Opportunities

4 more open with this client