Stage
Quote Received
3d in stage · 5d target
Est. Premium
$30,500
Annualized
Est. Revenue
$2,989
45% close probability
Weighted Revenue
$1,345
Probability-adjusted
Expected Close
Aug 10
-1 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 progression10/25
- Activity recency14/20
- Client engagement14/20
- Premium size5/15
- Close timing10/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
- Titan Commercial
- Premium
- $29,500
- Est. Commission
- $2,891
- Expires
- Aug 23
- Status
- Presented
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
- NoteJun 27
Sent proposal summary and comparison sheet.
Connected
- Follow-UpJun 21
Left a message with the front desk.
Requested proposal
Account
Client and ownership detail
- ClientEverline Fitness
- CarrierTitan Commercial
- ProductBusiness Owners Policy
- ProducerTobias Nguyen
- Service (CSR)Unassigned
- Last activityAug 6
- SegmentFitness Event
- StateCA
- Client since2025-08-10
Contacts
Decision makers on the account
Pierce Brennan
Decision makerOwner / Founder
pierce@everlinefitness.com · (503) 430-5453
Prefers Email
Open Tasks
Work required to advance this deal
- Open
Cross-Sell Outreach — Business Owners Policy — 2026
Due Aug 19 · Cross-Sell Opportunities
Other Opportunities
4 more open with this client
- General Liability — 2026$15,500
- Product Liability — 2026$48,500
- Retirement / 401(k) — 2026$45,000
- Group Life — 2026$7,000