Stage
Bound
2d in stage · 14d target
Est. Premium
$19,500
Annualized
Est. Revenue
$3,159
97% close probability
Weighted Revenue
$3,064
Probability-adjusted
Expected Close
Sep 23
43 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 progression25/25
- Activity recency8/20
- Client engagement19/20
- Premium size3/15
- Close timing6/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
- Titan Commercial
- Premium
- $20,100
- Est. Commission
- $1,970
- Expires
- Sep 9
- Status
- Declined
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
- MeetingMay 28
Discussed coverage gaps and current carrier pricing.
Requested more time
- NoteMay 25
Confirmed effective date expectations.
Information sent
Account
Client and ownership detail
- ClientMomentum Movement Studio
- CarrierApex Specialty
- ProductCyber Liability
- ProducerSarah Mitchell
- Service (CSR)Nia Ferrell
- Last activityJul 30
- SegmentBodybuilder
- StateMA
- Client since2023-01-21
Contacts
Decision makers on the account
Lena Faulkner
Decision makerOwner / Founder
lena@momentummovement.com · (403) 889-5569
Prefers Phone
Ingrid Vance
HR Manager
ingrid@momentummovement.com · (881) 350-8812
Prefers Phone
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Cyber Liability — 2026
Due Jul 31 · Overdue Activities
- Open
Present Proposal — Cyber Liability — 2026
Due Aug 25 · Quotes Expiring
Other Opportunities
4 more open with this client
- Final Expense — 2026$2,500
- Buy-Sell Funding — 2026$39,500
- Equipment Breakdown — 2026$8,500
- Abuse & Molestation — 2026$14,000