Stage
Application Submitted
5d in stage · 7d target
Est. Premium
$26,000
Annualized
Est. Revenue
$2,600
78% close probability
Weighted Revenue
$2,028
Probability-adjusted
Expected Close
Sep 3
23 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 recency4/20
- Client engagement11/20
- Premium size4/15
- Close timing6/10
- Data completeness6/10
Quotes
Carrier quotes attached to this opportunity
- Peak Mutual
- Premium
- $31,700
- Est. Commission
- $5,548
- Expires
- Sep 6
- 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
- Document RequestAug 10
Left a message with the front desk.
No answer
- Follow-UpJun 13
Reviewed payroll classification for workers comp.
Information sent
Account
Client and ownership detail
- ClientCoastline Fitness Group
- CarrierNorthgate Indemnity
- ProductGeneral Liability
- ProducerDevin Wallace
- Service (CSR)Tobias Reyn
- Last activityJul 27
- SegmentFitness Influencer
- StateCA
- Client since2024-12-04
Contacts
Decision makers on the account
Grant Mercer
Decision makerOwner / Founder
grant@coastlinefitness.com · (575) 720-6080
Prefers Email
Yvette Mercer
General Manager
yvette@coastlinefitness.com · (778) 660-9462
Prefers In Person
Open Tasks
Work required to advance this deal
- No open tasks.
Other Opportunities
4 more open with this client
- Group Dental — 2026$21,000
- Final Expense — 2026$5,500
- Professional Liability — 2026$6,500
- Umbrella / Excess — 2026$24,000