Stage
Issued
2d in stage · 14d target
Est. Premium
$3,500
Annualized
Est. Revenue
$567
100% close probability
Weighted Revenue
$567
Probability-adjusted
Expected Close
Nov 7
88 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 progression27/25
- Activity recency20/20
- Client engagement18/20
- Premium size1/15
- Close timing2/10
- Data completeness6/10
Quotes
Carrier quotes attached to this opportunity
- Sterling Assurance
- Premium
- $3,500
- Est. Commission
- $564
- Expires
- Aug 18
- Status
- Selected
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
- EmailJul 13
Sent proposal summary and comparison sheet.
Documents received
Account
Client and ownership detail
- ClientFoundry Strength Works
- CarrierApex Specialty
- ProductAccident Indemnity
- ProducerMaya Lindqvist
- Service (CSR)Tobias Reyn
- Last activityAug 11
- SegmentPersonal Trainer
- StatePA
- Client since2024-09-05
Contacts
Decision makers on the account
Lena Mercer
Decision makerOwner / Founder
lena@foundrystrengthw.com · (305) 614-4647
Prefers In Person
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Accident Indemnity — 2026
Due Aug 4 · Follow-Ups Due
- Open
Present Proposal — Accident Indemnity — 2026
Due Aug 23 · Quotes Expiring
Other Opportunities
4 more open with this client
- Commercial Property — 2026$17,500
- Group Vision — 2026$5,500
- Business Owners Policy — 2026$14,000
- Retirement / 401(k) — 2026$30,500