Stage
Application Submitted
2d in stage · 7d target
Est. Premium
$6,500
Annualized
Est. Revenue
$637
78% close probability
Weighted Revenue
$497
Probability-adjusted
Expected Close
Aug 6
-5 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 progression19/25
- Activity recency14/20
- Client engagement19/20
- Premium size1/15
- Close timing10/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
- Apex Specialty
- Premium
- $7,200
- Est. Commission
- $1,166
- Expires
- Aug 16
- Status
- Received
Application & Underwriting
Submission status and outstanding carrier requirements
Application
Submitted
UW Stage
Not in underwriting
Days Pending
—
No outstanding underwriting requirements.
Activity Timeline
Every touch on this opportunity
- Video MeetingJun 26
Left a message with the front desk.
Requested proposal
- EmailJun 13
Reviewed payroll classification for workers comp.
Connected
Account
Client and ownership detail
- ClientRedline Conditioning
- CarrierTitan Commercial
- ProductProfessional Liability
- ProducerSimone Wexler
- Service (CSR)Nia Ferrell
- Last activityAug 7
- SegmentFitness Event
- StateTX
- Client since2021-07-14
Contacts
Decision makers on the account
Damon Quintero
Decision makerOwner / Founder
damon@redlinecondition.com · (241) 257-5081
Prefers Email
Jared Delgado
Owner / Founder
jared@redlinecondition.com · (221) 597-9443
Prefers In Person
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Professional Liability — 2026
Due Aug 3 · Overdue Activities
Other Opportunities
4 more open with this client
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