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Voluntary Benefits — 2026

Champion Athletics · OPP-000052 · created Jun 10

LowIQ 64

Stage

Quote Received

4d in stage · 5d target

Est. Premium

$21,000

Annualized

Est. Revenue

$3,276

45% close probability

Weighted Revenue

$1,474

Probability-adjusted

Expected Close

Aug 15

4 days from today

Stage Progression

Advance the opportunity through the sales workflow

  1. Discovery
  2. Quote Requested
  3. Quote Received
  4. Proposal Presented
  5. Client Reviewing
  6. Application Started
  7. Application Submitted
  8. Underwriting
  9. Approved
  10. Bound
  11. Issued

IQ Score composition

  • Stage progression10/25
  • Activity recency20/20
  • Client engagement11/20
  • Premium size4/15
  • Close timing10/10
  • Data completeness9/10

Quotes

Carrier quotes attached to this opportunity

  • Harborview Health
    Premium
    $21,200
    Est. Commission
    $3,307
    Expires
    Sep 15
    Status
    Expired

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

  • Document RequestJul 26

    Client requested a follow-up after their board meeting.

    Information sent

  • MeetingJul 3

    Confirmed effective date expectations.

    Left voicemail

Account

Client and ownership detail

  • ClientChampion Athletics
  • CarrierMomentum Benefits
  • ProductVoluntary Benefits
  • ProducerTobias Nguyen
  • Service (CSR)Tobias Reyn
  • Last activityAug 10
  • SegmentGym
  • StatePA
  • Client since2023-07-30

Contacts

Decision makers on the account

  • Omar Lombard

    Decision maker

    Owner / Founder

    omar@championathletic.com · (396) 461-3429

    Prefers In Person

  • Andre Grayson

    Decision maker

    HR Manager

    andre@championathletic.com · (855) 924-1115

    Prefers Phone

  • Elena Jansen

    General Manager

    elena@championathletic.com · (930) 909-2077

    Prefers Email

Open Tasks

Work required to advance this deal

  • Follow-Up — Voluntary Benefits — 2026

    Due Aug 6 · Overdue Activities

    Overdue

Other Opportunities

4 more open with this client