Stage
Bound
2d in stage · 14d target
Est. Premium
$9,500
Annualized
Est. Revenue
$1,530
97% close probability
Weighted Revenue
$1,484
Probability-adjusted
Expected Close
Oct 4
54 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 progression25/25
- Activity recency4/20
- Client engagement20/20
- Premium size2/15
- Close timing2/10
- Data completeness8/10
Quotes
Carrier quotes attached to this opportunity
- Momentum Benefits
- Premium
- $10,300
- Est. Commission
- $1,607
- Expires
- Aug 21
- Status
- Declined
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
- TaskJul 14
Confirmed effective date expectations.
Documents received
- NoteJun 4
Sent proposal summary and comparison sheet.
No answer
Account
Client and ownership detail
- ClientHalcyon Recovery Studio
- CarrierSterling Assurance
- ProductShort-Term Medical
- ProducerElliot Pace
- Service (CSR)Unassigned
- Last activityJul 24
- SegmentGym
- StateWA
- Client since2021-08-01
Contacts
Decision makers on the account
Marcus Quintero
Decision makerOwner / Founder
marcus@halcyonrecoverys.com · (330) 492-2679
Prefers Email
Ingrid Sandoval
Decision makerGeneral Manager
ingrid@halcyonrecoverys.com · (583) 698-4084
Prefers Text
Grant Rhodes
HR Manager
grant@halcyonrecoverys.com · (928) 753-9601
Prefers Phone
Open Tasks
Work required to advance this deal
- Open
Present Proposal — Short-Term Medical — 2026
Due Aug 20 · Quotes Expiring
Other Opportunities
4 more open with this client
- Buy-Sell Funding — 2026$20,000
- Group Life — 2026$16,000
- Cyber Liability — 2026$9,000
- Abuse & Molestation — 2026$4,000