Stage
Application Submitted
15d in stage · 7d target
Est. Premium
$11,000
Annualized
Est. Revenue
$1,782
78% close probability
Weighted Revenue
$1,390
Probability-adjusted
Expected Close
Oct 24
74 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 progression19/25
- Activity recency8/20
- Client engagement20/20
- Premium size2/15
- Close timing2/10
- Data completeness10/10
Quotes
Carrier quotes attached to this opportunity
- Sterling Assurance
- Premium
- $12,700
- Est. Commission
- $2,045
- Expires
- Aug 21
- Status
- Expired
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
- TaskJul 21
Reviewed payroll classification for workers comp.
No answer
- Phone CallMay 28
Left a message with the front desk.
Requested more time
Account
Client and ownership detail
- ClientKeystone Strength Co.
- CarrierApex Specialty
- ProductSports Accident
- ProducerDana Brooks
- Service (CSR)Unassigned
- Last activityAug 3
- SegmentGym
- StateNV
- Client since2023-11-06
Contacts
Decision makers on the account
Kai Thorne
Decision makerOwner / Founder
kai@keystonestrength.com · (836) 937-9835
Prefers Email
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Sports Accident — 2026
Due Aug 6 · Pending Client Decisions
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