Stage
Quote Requested
4d in stage · 7d target
Est. Premium
$12,500
Annualized
Est. Revenue
$1,950
30% close probability
Weighted Revenue
$585
Probability-adjusted
Expected Close
Aug 6
-5 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 progression8/25
- Activity recency20/20
- Client engagement16/20
- Premium size2/15
- Close timing10/10
- Data completeness8/10
Quotes
Carrier quotes attached to this opportunity
No quotes requested yet.
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 19
Left a message with the front desk.
Connected
- NoteJun 16
Confirmed effective date expectations.
Documents received
Account
Client and ownership detail
- ClientMeridian Movement Group
- CarrierHarborview Health
- ProductHospital Indemnity
- ProducerPriya Raman
- Service (CSR)Unassigned
- Last activityAug 9
- SegmentBodybuilder
- StateCA
- Client since2025-10-29
Contacts
Decision makers on the account
Elena Prescott
Decision makerOwner / Founder
elena@meridianmovement.com · (488) 625-6631
Prefers In Person
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Hospital Indemnity — 2026
Due Jul 31 · Follow-Ups Due
- Open
Renewal Review — Hospital Indemnity — 2026
Due Aug 11 · Renewals Requiring Action
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