Stage
Proposal Presented
1d in stage · 7d target
Est. Premium
$22,500
Annualized
Est. Revenue
$3,645
55% close probability
Weighted Revenue
$2,005
Probability-adjusted
Expected Close
Sep 21
41 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 recency14/20
- Client engagement16/20
- Premium size4/15
- Close timing6/10
- Data completeness8/10
Quotes
Carrier quotes attached to this opportunity
- Apex Specialty
- Premium
- $24,800
- Est. Commission
- $4,018
- Expires
- Sep 5
- Status
- Received
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
- TaskJun 23
Sent proposal summary and comparison sheet.
Left voicemail
- NoteJun 12
Sent proposal summary and comparison sheet.
Left voicemail
Account
Client and ownership detail
- ClientVitality Nutrition Group
- CarrierApex Specialty
- ProductDisability Income
- ProducerCurtis Hale
- Service (CSR)Bethany Cole
- Last activityAug 6
- SegmentPersonal Trainer
- StateNC
- Client since2021-02-03
Contacts
Decision makers on the account
Lena Thorne
Decision makerOwner / Founder
lena@vitalitynutritio.com · (935) 284-5716
Prefers Email
Andre Quintero
Decision makerCFO
andre@vitalitynutritio.com · (317) 896-7440
Prefers Text
Open Tasks
Work required to advance this deal
- Open
Submit Application — Disability Income — 2026
Due Aug 25 · Applications Incomplete
Other Opportunities
4 more open with this client
- Short-Term Medical — 2026$15,000
- Group Vision — 2026$14,000
- Indexed Universal Life — 2026$21,000
- Buy-Sell Funding — 2026$30,500