Stage
Quote Requested
4d in stage · 7d target
Est. Premium
$5,000
Annualized
Est. Revenue
$875
30% close probability
Weighted Revenue
$263
Probability-adjusted
Expected Close
Aug 21
10 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 engagement11/20
- Premium size1/15
- Close timing10/10
- Data completeness6/10
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
- SMSAug 7
Confirmed effective date expectations.
Documents received
- SMSJun 13
Left a message with the front desk.
Requested more time
Account
Client and ownership detail
- ClientChampion Athletics
- CarrierPeak Mutual
- ProductAbuse & Molestation
- ProducerTobias Nguyen
- Service (CSR)Unassigned
- Last activityAug 9
- SegmentGym
- StatePA
- Client since2023-07-30
Contacts
Decision makers on the account
Omar Lombard
Decision makerOwner / Founder
omar@championathletic.com · (396) 461-3429
Prefers In Person
Andre Grayson
Decision makerHR Manager
andre@championathletic.com · (855) 924-1115
Prefers Phone
Elena Jansen
General Manager
elena@championathletic.com · (930) 909-2077
Prefers Email
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Abuse & Molestation — 2026
Due Aug 2 · Follow-Ups Due
Other Opportunities
4 more open with this client
- Key Person Life — 2026$19,500
- Voluntary Benefits — 2026$21,000
- Professional Liability — 2026$24,500
- Business Owners Policy — 2026$27,500