Stage
Quote Requested
1d in stage · 7d target
Est. Premium
$14,000
Annualized
Est. Revenue
$2,184
30% close probability
Weighted Revenue
$655
Probability-adjusted
Expected Close
Sep 15
35 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 engagement11/20
- Premium size2/15
- Close timing6/10
- Data completeness7/10
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
- TaskJul 2
Reviewed payroll classification for workers comp.
Meeting scheduled
- Follow-UpJun 23
Client requested a follow-up after their board meeting.
No answer
Account
Client and ownership detail
- ClientVitality Nutrition Group
- CarrierMomentum Benefits
- ProductGroup Vision
- ProducerCurtis Hale
- Service (CSR)Tobias Reyn
- Last activityAug 6
- SegmentPersonal Trainer
- StateNC
- Client since2021-02-03
Contacts
Decision makers on the account
Lena Thorne
Decision makerOwner / Founder
lena@vitalitynutritio.com · (935) 284-5716
Prefers Email
Andre Quintero
Decision makerCFO
andre@vitalitynutritio.com · (317) 896-7440
Prefers Text
Open Tasks
Work required to advance this deal
- Open
Present Proposal — Group Vision — 2026
Due Aug 16 · Quotes Expiring
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4 more open with this client
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