Stage
Application Submitted
4d in stage · 7d target
Est. Premium
$11,500
Annualized
Est. Revenue
$1,794
78% close probability
Weighted Revenue
$1,399
Probability-adjusted
Expected Close
Sep 19
39 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 recency20/20
- Client engagement12/20
- Premium size2/15
- Close timing6/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
- Apex Specialty
- Premium
- $13,000
- Est. Commission
- $2,106
- Expires
- Sep 11
- Status
- Expired
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
- SMSAug 9
Reviewed payroll classification for workers comp.
Information sent
- Video MeetingAug 1
Sent proposal summary and comparison sheet.
Meeting scheduled
Account
Client and ownership detail
- ClientAnvil Powerlifting
- CarrierHarborview Health
- ProductShort-Term Medical
- ProducerAlex Carter
- Service (CSR)Nia Ferrell
- Last activityAug 11
- SegmentGym
- StatePA
- Client since2025-03-16
Contacts
Decision makers on the account
Ingrid Ellison
Decision makerOwner / Founder
ingrid@anvilpowerliftin.com · (731) 316-8532
Prefers In Person
Lena Yates
Benefits Administrator
lena@anvilpowerliftin.com · (811) 960-6092
Prefers Email
Open Tasks
Work required to advance this deal
- No open tasks.
Other Opportunities
4 more open with this client
- Final Expense — 2026$8,000
- Commercial Auto — 2026$17,500
- Term Life — 2026$14,500
- Cyber Liability — 2026$10,500