Indexed Universal Life — 2026
Kinetic Health Collective · OPP-000028 · created Jul 26
Stage
Quote Requested
2d in stage · 7d target
Est. Premium
$22,500
Annualized
Est. Revenue
$3,623
30% close probability
Weighted Revenue
$1,087
Probability-adjusted
Expected Close
Oct 23
73 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 engagement13/20
- Premium size4/15
- Close timing2/10
- Data completeness8/10
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
- SMSJun 22
Client requested a follow-up after their board meeting.
Requested proposal
- NoteMay 19
Reviewed payroll classification for workers comp.
Information sent
Account
Client and ownership detail
- ClientKinetic Health Collective
- CarrierSterling Assurance
- ProductIndexed Universal Life
- ProducerNaomi Chen
- Service (CSR)Marcus Ellery
- Last activityAug 6
- SegmentSupplement Company
- StateNC
- Client since2022-01-23
Contacts
Decision makers on the account
Kelsey Rhodes
Decision makerOwner / Founder
kelsey@kinetichealthcol.com · (272) 860-1367
Prefers Email
Bryce Winslow
CFO
bryce@kinetichealthcol.com · (764) 539-3785
Prefers In Person
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Indexed Universal Life — 2026
Due Aug 2 · Follow-Ups Due
Other Opportunities
4 more open with this client
- Group Dental — 2026$21,000
- Product Liability — 2026$21,000
- Group Life — 2026$15,500
- Short-Term Medical — 2026$6,000