Stage
Application Submitted
5d in stage · 7d target
Est. Premium
$11,000
Annualized
Est. Revenue
$1,716
78% close probability
Weighted Revenue
$1,338
Probability-adjusted
Expected Close
Oct 14
64 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 engagement10/20
- Premium size2/15
- Close timing2/10
- Data completeness8/10
Quotes
Carrier quotes attached to this opportunity
- Cardinal Underwriters
- Premium
- $13,300
- Est. Commission
- $1,450
- Expires
- Aug 25
- Status
- Received
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
- Phone CallAug 9
Discussed coverage gaps and current carrier pricing.
Information sent
- NoteJul 8
Reviewed payroll classification for workers comp.
No answer
Account
Client and ownership detail
- ClientTrailhead Fitness Co.
- CarrierHarborview Health
- ProductGroup Dental
- ProducerHugo Ferreira
- Service (CSR)Nia Ferrell
- Last activityAug 10
- SegmentHealth Professional
- StateTN
- Client since2025-08-21
Contacts
Decision makers on the account
Rex Cortez
Decision makerOwner / Founder
rex@trailheadfitness.com · (952) 347-1814
Prefers Text
Simone Cortez
Owner / Founder
simone@trailheadfitness.com · (689) 351-7071
Prefers Email
Omar Delgado
HR Manager
omar@trailheadfitness.com · (475) 934-6668
Prefers Email
Open Tasks
Work required to advance this deal
- Open
Present Proposal — Group Dental — 2026
Due Aug 21 · Quotes Expiring
Other Opportunities
4 more open with this client
- Retirement / 401(k) — 2026$38,500
- Group Dental — 2026$29,500
- Sports Accident — 2026$7,000
- Term Life — 2026$12,000