Opportunity 360

Everything about one deal in a single record view

Data updated just now|Full agency visibility
Filters
Date Range
Division
Agent
Field Manager
Carrier
Product
State
Client Segment
Lead Source
Back to pipeline

Group Vision — 2026

Blue Ridge Barbell · OPP-000043 · created Aug 5

LowIQ 53

Stage

Quote Received

2d in stage · 5d target

Est. Premium

$5,500

Annualized

Est. Revenue

$858

45% close probability

Weighted Revenue

$386

Probability-adjusted

Expected Close

Oct 25

75 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 progression10/25
  • Activity recency14/20
  • Client engagement18/20
  • Premium size1/15
  • Close timing2/10
  • Data completeness8/10

Quotes

Carrier quotes attached to this opportunity

  • Momentum Benefits
    Premium
    $5,600
    Est. Commission
    $874
    Expires
    Aug 18
    Status
    Expired

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

  • TaskJul 28

    Client requested a follow-up after their board meeting.

    Requested more time

  • MeetingJul 28

    Discussed coverage gaps and current carrier pricing.

    Left voicemail

Account

Client and ownership detail

  • ClientBlue Ridge Barbell
  • CarrierMomentum Benefits
  • ProductGroup Vision
  • ProducerRoman Petrov
  • Service (CSR)Marcus Ellery
  • Last activityAug 6
  • SegmentPersonal Trainer
  • StateTX
  • Client since2020-09-18

Contacts

Decision makers on the account

  • Kelsey Cortez

    Decision maker

    Owner / Founder

    kelsey@blueridgebarbell.com · (417) 719-8859

    Prefers Phone

  • Simone Oyelaran

    Decision maker

    Business Partner

    simone@blueridgebarbell.com · (609) 575-6838

    Prefers In Person

  • Jared Jansen

    Benefits Administrator

    jared@blueridgebarbell.com · (545) 338-1656

    Prefers In Person

Open Tasks

Work required to advance this deal

  • Follow-Up — Group Vision — 2026

    Due Aug 5 · Overdue Activities

    Overdue

Other Opportunities

4 more open with this client