Stage
Quote Requested
2d in stage · 7d target
Est. Premium
$115,000
Annualized
Est. Revenue
$17,940
30% close probability
Weighted Revenue
$5,382
Probability-adjusted
Expected Close
Aug 30
19 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 engagement16/20
- Premium size15/15
- Close timing6/10
- Data completeness8/10
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
- Follow-UpJul 12
Reviewed payroll classification for workers comp.
Requested more time
- EmailMay 22
Left a message with the front desk.
Information sent
Account
Client and ownership detail
- ClientBrightline Nutrition Co.
- CarrierMomentum Benefits
- ProductGroup Health
- ProducerRenee Alvarez
- Service (CSR)Unassigned
- Last activityAug 7
- SegmentGym
- StateCA
- Client since2024-04-30
Contacts
Decision makers on the account
Colin Thorne
Decision makerOwner / Founder
colin@brightlinenutrit.com · (424) 584-4818
Prefers In Person
Rosa Grayson
Owner / Founder
rosa@brightlinenutrit.com · (397) 373-5152
Prefers Text
Bianca Hollis
CFO
bianca@brightlinenutrit.com · (831) 825-1216
Prefers Phone
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Group Health — 2026
Due Aug 2 · Overdue Activities
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4 more open with this client
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