Stage
Quote Requested
1d in stage · 7d target
Est. Premium
$5,500
Annualized
Est. Revenue
$600
30% close probability
Weighted Revenue
$180
Probability-adjusted
Expected Close
Sep 12
32 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 recency8/20
- Client engagement12/20
- Premium size1/15
- 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
- Phone CallAug 5
Discussed coverage gaps and current carrier pricing.
Connected
- TaskJul 31
Discussed coverage gaps and current carrier pricing.
Documents received
Account
Client and ownership detail
- ClientFoundry Strength Works
- CarrierCardinal Underwriters
- ProductGroup Vision
- ProducerMaya Lindqvist
- Service (CSR)Tobias Reyn
- Last activityAug 1
- SegmentPersonal Trainer
- StatePA
- Client since2024-09-05
Contacts
Decision makers on the account
Lena Mercer
Decision makerOwner / Founder
lena@foundrystrengthw.com · (305) 614-4647
Prefers In Person
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Group Vision — 2026
Due Aug 8 · Overdue Activities
- Open
Present Proposal — Group Vision — 2026
Due Aug 23 · Quotes Expiring
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