Stage
Quote Received
8d in stage · 5d target
Est. Premium
$17,500
Annualized
Est. Revenue
$3,063
45% close probability
Weighted Revenue
$1,378
Probability-adjusted
Expected Close
Oct 2
52 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 progression10/25
- Activity recency20/20
- Client engagement13/20
- Premium size3/15
- Close timing2/10
- Data completeness6/10
Quotes
Carrier quotes attached to this opportunity
- Peak Mutual
- Premium
- $16,600
- Est. Commission
- $2,905
- Expires
- Aug 17
- 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
- NoteJul 11
Reviewed payroll classification for workers comp.
Left voicemail
- Video MeetingJun 30
Sent proposal summary and comparison sheet.
No answer
Account
Client and ownership detail
- ClientAnvil Powerlifting
- CarrierPeak Mutual
- ProductCommercial Auto
- ProducerAlex Carter
- Service (CSR)Marcus Ellery
- Last activityAug 8
- SegmentGym
- StatePA
- Client since2025-03-16
Contacts
Decision makers on the account
Ingrid Ellison
Decision makerOwner / Founder
ingrid@anvilpowerliftin.com · (731) 316-8532
Prefers In Person
Lena Yates
Benefits Administrator
lena@anvilpowerliftin.com · (811) 960-6092
Prefers Email
Open Tasks
Work required to advance this deal
- Open
Present Proposal — Commercial Auto — 2026
Due Aug 24 · Quotes Expiring
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