Stage
Approved
3d in stage · 14d target
Est. Premium
$11,000
Annualized
Est. Revenue
$1,100
93% close probability
Weighted Revenue
$1,023
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 progression23/25
- Activity recency20/20
- Client engagement17/20
- Premium size2/15
- Close timing6/10
- Data completeness10/10
Quotes
Carrier quotes attached to this opportunity
- Titan Commercial
- Premium
- $11,800
- Est. Commission
- $1,156
- Expires
- Aug 24
- Status
- Received
Application & Underwriting
Submission status and outstanding carrier requirements
Application
Submitted
UW Stage
Requirements Outstanding
Days Pending
21d
- Employee censusOutstanding
- Loss runs (3 years)Outstanding
Activity Timeline
Every touch on this opportunity
- SMSJul 12
Client requested a follow-up after their board meeting.
No answer
- Video MeetingMay 26
Discussed coverage gaps and current carrier pricing.
Documents received
Account
Client and ownership detail
- ClientAurora Movement Clinic
- CarrierNorthgate Indemnity
- ProductCyber Liability
- ProducerCamille Foster
- Service (CSR)Unassigned
- Last activityAug 8
- SegmentGym
- StateNV
- Client since2021-01-16
Contacts
Decision makers on the account
Noelle Grayson
Decision makerOwner / Founder
noelle@auroramovementcl.com · (404) 208-4076
Prefers In Person
Colin Mercer
Owner / Founder
colin@auroramovementcl.com · (842) 984-2246
Prefers Phone
Open Tasks
Work required to advance this deal
- Overdue
Renewal Review — Cyber Liability — 2026
Due Aug 6 · Renewals Requiring Action
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4 more open with this client
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