Stage
Client Reviewing
5d in stage · 7d target
Est. Premium
$4,500
Annualized
Est. Revenue
$423
60% close probability
Weighted Revenue
$254
Probability-adjusted
Expected Close
Nov 6
87 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 progression14/25
- Activity recency4/20
- Client engagement14/20
- Premium size1/15
- Close timing2/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
- Sterling Assurance
- Premium
- $4,400
- Est. Commission
- $708
- Expires
- Aug 21
- Status
- Received
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
- TaskAug 2
Sent proposal summary and comparison sheet.
Documents received
- Phone CallJun 9
Left a message with the front desk.
Information sent
Account
Client and ownership detail
- ClientHighpoint Athletics
- CarrierSummit Life
- ProductFinal Expense
- ProducerGrant Whitaker
- Service (CSR)Unassigned
- Last activityJul 25
- SegmentBodybuilder
- StateNV
- Client since2025-06-02
Contacts
Decision makers on the account
Lena Sandoval
Decision makerOwner / Founder
lena@highpointathleti.com · (905) 386-9546
Prefers Email
Rex Delgado
Business Partner
rex@highpointathleti.com · (795) 681-9202
Prefers Phone
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Final Expense — 2026
Due Aug 3 · Overdue Activities
- Open
Present Proposal — Final Expense — 2026
Due Aug 24 · Quotes Expiring
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