Stage
Bound
5d in stage · 14d target
Est. Premium
$16,000
Annualized
Est. Revenue
$1,504
97% close probability
Weighted Revenue
$1,459
Probability-adjusted
Expected Close
Nov 3
84 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 progression25/25
- Activity recency14/20
- Client engagement18/20
- Premium size3/15
- Close timing2/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
- Summit Life
- Premium
- $15,700
- Est. Commission
- $1,476
- Expires
- Aug 15
- Status
- Selected
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
- EmailJul 18
Sent proposal summary and comparison sheet.
Requested more time
- SMSJun 23
Confirmed effective date expectations.
Meeting scheduled
Account
Client and ownership detail
- ClientWrought Iron Gym
- CarrierSummit Life
- ProductIndexed Universal Life
- ProducerBianca Solano
- Service (CSR)Unassigned
- Last activityAug 5
- SegmentGym
- StateCO
- Client since2025-12-22
Contacts
Decision makers on the account
Rex Jansen
Decision makerOwner / Founder
rex@wroughtirongym.com · (267) 202-8445
Prefers Email
Open Tasks
Work required to advance this deal
- Overdue
Present Proposal — Indexed Universal Life — 2026
Due Aug 2 · Quotes Expiring
Other Opportunities
4 more open with this client
- Voluntary Benefits — 2026$19,000
- Umbrella / Excess — 2026$15,500
- Umbrella / Excess — 2026$9,000
- Professional Liability — 2026$10,000