Stage
Proposal Presented
4d in stage · 7d target
Est. Premium
$24,000
Annualized
Est. Revenue
$4,200
55% close probability
Weighted Revenue
$2,310
Probability-adjusted
Expected Close
Oct 17
67 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 engagement10/20
- Premium size4/15
- Close timing2/10
- Data completeness8/10
Quotes
Carrier quotes attached to this opportunity
- Titan Commercial
- Premium
- $22,200
- Est. Commission
- $2,176
- Expires
- Aug 28
- 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
- Phone CallJun 28
Confirmed effective date expectations.
Requested more time
- EmailMay 23
Left a message with the front desk.
Meeting scheduled
Account
Client and ownership detail
- ClientRedline Conditioning
- CarrierPeak Mutual
- ProductGeneral Liability
- ProducerSimone Wexler
- Service (CSR)Unassigned
- Last activityAug 6
- SegmentFitness Event
- StateTX
- Client since2021-07-14
Contacts
Decision makers on the account
Damon Quintero
Decision makerOwner / Founder
damon@redlinecondition.com · (241) 257-5081
Prefers Email
Jared Delgado
Owner / Founder
jared@redlinecondition.com · (221) 597-9443
Prefers In Person
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — General Liability — 2026
Due Aug 9 · Overdue Activities
Other Opportunities
4 more open with this client
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- Professional Liability — 2026$6,500
- Commercial Auto — 2026$34,500
- Key Person Life — 2026$45,500