Stage
Application Submitted
5d in stage · 7d target
Est. Premium
$5,500
Annualized
Est. Revenue
$962
78% close probability
Weighted Revenue
$750
Probability-adjusted
Expected Close
Oct 13
63 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 progression19/25
- Activity recency8/20
- Client engagement10/20
- Premium size1/15
- Close timing2/10
- Data completeness8/10
Quotes
Carrier quotes attached to this opportunity
- Peak Mutual
- Premium
- $5,900
- Est. Commission
- $1,033
- Expires
- Aug 27
- Status
- Presented
Application & Underwriting
Submission status and outstanding carrier requirements
Application
Submitted
UW Stage
Not in underwriting
Days Pending
—
No outstanding underwriting requirements.
Activity Timeline
Every touch on this opportunity
- Document RequestJun 2
Left a message with the front desk.
Documents received
Account
Client and ownership detail
- ClientCoastline Fitness Group
- CarrierPeak Mutual
- ProductFinal Expense
- ProducerDevin Wallace
- Service (CSR)Tobias Reyn
- Last activityJul 30
- SegmentFitness Influencer
- StateCA
- Client since2024-12-04
Contacts
Decision makers on the account
Grant Mercer
Decision makerOwner / Founder
grant@coastlinefitness.com · (575) 720-6080
Prefers Email
Yvette Mercer
General Manager
yvette@coastlinefitness.com · (778) 660-9462
Prefers In Person
Open Tasks
Work required to advance this deal
- Open
Renewal Review — Final Expense — 2026
Due Aug 14 · Renewals Requiring Action
Other Opportunities
4 more open with this client
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- General Liability — 2026$26,000
- Professional Liability — 2026$6,500
- Umbrella / Excess — 2026$24,000