Stage
Approved
12d in stage · 14d target
Est. Premium
$17,500
Annualized
Est. Revenue
$2,818
93% close probability
Weighted Revenue
$2,621
Probability-adjusted
Expected Close
Aug 8
-3 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 progression23/25
- Activity recency20/20
- Client engagement14/20
- Premium size3/15
- Close timing10/10
- Data completeness8/10
Quotes
Carrier quotes attached to this opportunity
- Sterling Assurance
- Premium
- $20,500
- Est. Commission
- $3,301
- Expires
- Aug 23
- Status
- Presented
Application & Underwriting
Submission status and outstanding carrier requirements
Application
Submitted
UW Stage
Requirements Outstanding
Days Pending
5d
- Financial statementsOutstanding
Activity Timeline
Every touch on this opportunity
- Follow-UpAug 4
Confirmed effective date expectations.
Meeting scheduled
- Follow-UpJun 14
Client requested a follow-up after their board meeting.
Left voicemail
Account
Client and ownership detail
- ClientNovum Wellness Clinic
- CarrierSterling Assurance
- ProductKey Person Life
- ProducerNaomi Chen
- Service (CSR)Nia Ferrell
- Last activityAug 9
- SegmentGym
- StatePA
- Client since2020-10-30
Contacts
Decision makers on the account
Yvette Rhodes
Decision makerOwner / Founder
yvette@novumwellnesscli.com · (498) 303-3512
Prefers Text
Jared Vance
General Manager
jared@novumwellnesscli.com · (755) 661-5618
Prefers Phone
Yvette Lombard
General Manager
yvette@novumwellnesscli.com · (301) 598-8248
Prefers Phone
Open Tasks
Work required to advance this deal
- No open tasks.
Other Opportunities
3 more open with this client
- Term Life — 2026$4,500
- Term Life — 2026$6,500
- Accident Indemnity — 2026$6,000