Stage
Bound
19d in stage · 14d target
Est. Premium
$42,500
Annualized
Est. Revenue
$3,995
97% close probability
Weighted Revenue
$3,875
Probability-adjusted
Expected Close
Sep 4
24 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 recency20/20
- Client engagement18/20
- Premium size7/15
- Close timing6/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
- Sterling Assurance
- Premium
- $35,600
- Est. Commission
- $5,732
- Expires
- Aug 26
- Status
- Declined
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
- NoteAug 5
Client requested a follow-up after their board meeting.
Meeting scheduled
- Follow-UpJun 2
Discussed coverage gaps and current carrier pricing.
Documents received
Account
Client and ownership detail
- ClientLakeshore Fitness Club
- CarrierSummit Life
- ProductKey Person Life
- ProducerKendall Boyd
- Service (CSR)Unassigned
- Last activityAug 9
- SegmentGym
- StateTN
- Client since2025-10-12
Contacts
Decision makers on the account
Kai Lombard
Decision makerOwner / Founder
kai@lakeshorefitness.com · (230) 438-3299
Prefers Text
Jared Mercer
CFO
jared@lakeshorefitness.com · (386) 301-7933
Prefers In Person
Open Tasks
Work required to advance this deal
- Overdue
Underwriting Requirement — Key Person Life — 2026
Due Jul 31 · Underwriting Requirements
Other Opportunities
4 more open with this client
- Short-Term Medical — 2026$13,000
- Group Vision — 2026$14,000
- Retirement / 401(k) — 2026$28,500
- Disability Income — 2026$7,000