Stage
Application Started
11d in stage · 5d target
Est. Premium
$16,000
Annualized
Est. Revenue
$1,744
70% close probability
Weighted Revenue
$1,221
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 progression17/25
- Activity recency14/20
- Client engagement19/20
- Premium size3/15
- Close timing6/10
- Data completeness8/10
Quotes
Carrier quotes attached to this opportunity
- Harborview Health
- Premium
- $16,400
- Est. Commission
- $2,558
- Expires
- Sep 5
- Status
- Presented
Application & Underwriting
Submission status and outstanding carrier requirements
Application
Awaiting Payment
UW Stage
Not in underwriting
Days Pending
—
No outstanding underwriting requirements.
Activity Timeline
Every touch on this opportunity
- Document RequestAug 7
Confirmed effective date expectations.
Left voicemail
- SMSJun 17
Confirmed effective date expectations.
Requested proposal
Account
Client and ownership detail
- ClientHalcyon Recovery Studio
- CarrierCardinal Underwriters
- ProductGroup Life
- ProducerElliot Pace
- Service (CSR)Unassigned
- Last activityAug 6
- SegmentGym
- StateWA
- Client since2021-08-01
Contacts
Decision makers on the account
Marcus Quintero
Decision makerOwner / Founder
marcus@halcyonrecoverys.com · (330) 492-2679
Prefers Email
Ingrid Sandoval
Decision makerGeneral Manager
ingrid@halcyonrecoverys.com · (583) 698-4084
Prefers Text
Grant Rhodes
HR Manager
grant@halcyonrecoverys.com · (928) 753-9601
Prefers Phone
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Group Life — 2026
Due Aug 6 · Overdue Activities
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