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Group Dental — 2026

Sequoia Wellness Center · OPP-000039 · created Jul 5

LowStalled 4dIQ 42

Stage

Proposal Presented

11d in stage · 7d target

Est. Premium

$14,500

Annualized

Est. Revenue

$2,190

55% close probability

Weighted Revenue

$1,205

Probability-adjusted

Expected Close

Sep 5

25 days from today

Stage Progression

Advance the opportunity through the sales workflow

  1. Discovery
  2. Quote Requested
  3. Quote Received
  4. Proposal Presented
  5. Client Reviewing
  6. Application Started
  7. Application Submitted
  8. Underwriting
  9. Approved
  10. Bound
  11. Issued

IQ Score composition

  • Stage progression12/25
  • Activity recency4/20
  • Client engagement11/20
  • Premium size2/15
  • Close timing6/10
  • Data completeness7/10

Quotes

Carrier quotes attached to this opportunity

  • Momentum Benefits
    Premium
    $16,000
    Est. Commission
    $2,496
    Expires
    Aug 28
    Status
    Presented

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

  • SMSJun 23

    Discussed coverage gaps and current carrier pricing.

    Requested proposal

  • MeetingJun 16

    Discussed coverage gaps and current carrier pricing.

    Requested more time

Account

Client and ownership detail

  • ClientSequoia Wellness Center
  • CarrierVanguard Fitness Risk
  • ProductGroup Dental
  • ProducerJordan Ellis
  • Service (CSR)Tobias Reyn
  • Last activityJul 22
  • SegmentSupplement Company
  • StateMA
  • Client since2024-12-17

Contacts

Decision makers on the account

  • Simone Whitfield

    Decision maker

    Owner / Founder

    simone@sequoiawellnessc.com · (801) 869-5129

    Prefers Phone

  • Priya Hollis

    Decision maker

    CFO

    priya@sequoiawellnessc.com · (649) 726-7673

    Prefers Phone

  • Elena Winslow

    General Manager

    elena@sequoiawellnessc.com · (674) 755-5083

    Prefers Phone

Open Tasks

Work required to advance this deal

  • Follow-Up — Group Dental — 2026

    Due Aug 8 · Overdue Activities

    Overdue

Other Opportunities

4 more open with this client