Stage
Quote Requested
5d in stage · 7d target
Est. Premium
$17,000
Annualized
Est. Revenue
$2,975
30% close probability
Weighted Revenue
$893
Probability-adjusted
Expected Close
Oct 19
69 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 engagement18/20
- Premium size3/15
- Close timing2/10
- Data completeness10/10
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
- Follow-UpJul 11
Discussed coverage gaps and current carrier pricing.
Information sent
- SMSJul 3
Discussed coverage gaps and current carrier pricing.
Meeting scheduled
Account
Client and ownership detail
- ClientElite Physique Coaching
- CarrierPeak Mutual
- ProductTerm Life
- ProducerPriya Raman
- Service (CSR)Unassigned
- Last activityAug 10
- SegmentBodybuilder
- StatePA
- Client since2023-06-20
Contacts
Decision makers on the account
Damon Sandoval
Decision makerOwner / Founder
damon@elitephysiquecoa.com · (430) 579-2815
Prefers Text
Devon Sandoval
Owner / Founder
devon@elitephysiquecoa.com · (775) 708-5035
Prefers In Person
Tasha Ivers
Decision makerGeneral Manager
tasha@elitephysiquecoa.com · (525) 305-4138
Prefers Text
Open Tasks
Work required to advance this deal
- Overdue
Cross-Sell Outreach — Term Life — 2026
Due Aug 5 · Cross-Sell Opportunities
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