Stage
Proposal Presented
5d in stage · 7d target
Est. Premium
$21,000
Annualized
Est. Revenue
$2,058
55% close probability
Weighted Revenue
$1,132
Probability-adjusted
Expected Close
Oct 21
71 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 progression12/25
- Activity recency20/20
- Client engagement14/20
- Premium size4/15
- Close timing2/10
- Data completeness9/10
Quotes
Carrier quotes attached to this opportunity
- Cardinal Underwriters
- Premium
- $23,000
- Est. Commission
- $2,507
- Expires
- Sep 2
- 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
- Phone CallAug 6
Sent proposal summary and comparison sheet.
Information sent
- Follow-UpAug 4
Discussed coverage gaps and current carrier pricing.
Requested more time
Account
Client and ownership detail
- ClientKinetic Health Collective
- CarrierTitan Commercial
- ProductProduct Liability
- ProducerNaomi Chen
- Service (CSR)Unassigned
- Last activityAug 10
- SegmentSupplement Company
- StateNC
- Client since2022-01-23
Contacts
Decision makers on the account
Kelsey Rhodes
Decision makerOwner / Founder
kelsey@kinetichealthcol.com · (272) 860-1367
Prefers Email
Bryce Winslow
CFO
bryce@kinetichealthcol.com · (764) 539-3785
Prefers In Person
Open Tasks
Work required to advance this deal
- Open
Follow-Up — Product Liability — 2026
Due Aug 12 · Pending Client Decisions
Other Opportunities
4 more open with this client
- Group Dental — 2026$21,000
- Indexed Universal Life — 2026$22,500
- Group Life — 2026$15,500
- Short-Term Medical — 2026$6,000