Stage
Approved
1d in stage · 14d target
Est. Premium
$125,500
Annualized
Est. Revenue
$13,680
93% close probability
Weighted Revenue
$12,722
Probability-adjusted
Expected Close
Oct 2
52 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 recency14/20
- Client engagement18/20
- Premium size15/15
- Close timing2/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
- Vanguard Fitness Risk
- Premium
- $121,700
- Est. Commission
- $18,377
- Expires
- Sep 14
- Status
- Received
Application & Underwriting
Submission status and outstanding carrier requirements
Application
Submitted
UW Stage
Requirements Outstanding
Days Pending
11d
- Medical exam resultsOutstanding
- Payroll verificationOutstanding
Activity Timeline
Every touch on this opportunity
- TaskJul 24
Client requested a follow-up after their board meeting.
Requested proposal
- SMSJul 11
Left a message with the front desk.
Requested proposal
Account
Client and ownership detail
- ClientApex Performance Center
- CarrierCardinal Underwriters
- ProductGroup Health
- ProducerDana Brooks
- Service (CSR)Tobias Reyn
- Last activityAug 7
- SegmentGym
- StateAZ
- Client since2021-12-31
Contacts
Decision makers on the account
Dana Prescott
Decision makerOwner / Founder
dana@apexperformancec.com · (297) 864-2732
Prefers Phone
Ingrid Quintero
General Manager
ingrid@apexperformancec.com · (268) 358-9676
Prefers Phone
Open Tasks
Work required to advance this deal
- No open tasks.
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3 more open with this client
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