Stage
Proposal Presented
21d in stage · 7d target
Est. Premium
$39,500
Annualized
Est. Revenue
$6,913
55% close probability
Weighted Revenue
$3,802
Probability-adjusted
Expected Close
Aug 26
15 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 engagement17/20
- Premium size7/15
- Close timing6/10
- Data completeness9/10
Quotes
Carrier quotes attached to this opportunity
- Sterling Assurance
- Premium
- $45,400
- Est. Commission
- $7,309
- Expires
- Aug 26
- 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
- NoteJun 20
Discussed coverage gaps and current carrier pricing.
Left voicemail
- Follow-UpJun 3
Discussed coverage gaps and current carrier pricing.
Information sent
Account
Client and ownership detail
- ClientMomentum Movement Studio
- CarrierPeak Mutual
- ProductBuy-Sell Funding
- ProducerSarah Mitchell
- Service (CSR)Marcus Ellery
- Last activityAug 6
- SegmentBodybuilder
- StateMA
- Client since2023-01-21
Contacts
Decision makers on the account
Lena Faulkner
Decision makerOwner / Founder
lena@momentummovement.com · (403) 889-5569
Prefers Phone
Ingrid Vance
HR Manager
ingrid@momentummovement.com · (881) 350-8812
Prefers Phone
Open Tasks
Work required to advance this deal
- Open
Follow-Up — Buy-Sell Funding — 2026
Due Aug 21 · Follow-Ups Due
- Open
Follow-Up — Buy-Sell Funding — 2026
Due Aug 26 · Follow-Ups Due
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