Stage
Issued
2d in stage · 14d target
Est. Premium
$12,000
Annualized
Est. Revenue
$1,872
100% close probability
Weighted Revenue
$1,872
Probability-adjusted
Expected Close
Sep 3
23 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 engagement11/20
- Premium size2/15
- Close timing6/10
- Data completeness9/10
Quotes
Carrier quotes attached to this opportunity
- Apex Specialty
- Premium
- $13,100
- Est. Commission
- $2,122
- Expires
- Sep 13
- 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
- EmailJul 23
Discussed coverage gaps and current carrier pricing.
Left voicemail
- Follow-UpJul 20
Left a message with the front desk.
No answer
Account
Client and ownership detail
- ClientPrime Cadence Studio
- CarrierMomentum Benefits
- ProductShort-Term Medical
- ProducerMarcus Reed
- Service (CSR)Marcus Ellery
- Last activityAug 11
- SegmentGym
- StateWA
- Client since2021-02-27
Contacts
Decision makers on the account
Rex Winslow
Decision makerOwner / Founder
rex@primecadencestud.com · (520) 821-2301
Prefers Phone
Elena Brennan
CFO
elena@primecadencestud.com · (429) 753-3709
Prefers Email
Open Tasks
Work required to advance this deal
- Open
Cross-Sell Outreach — Short-Term Medical — 2026
Due Aug 20 · Cross-Sell Opportunities
Other Opportunities
4 more open with this client
- Abuse & Molestation — 2026$15,000
- Group Dental — 2026$23,500
- Cyber Liability — 2026$6,500
- Commercial Property — 2026$25,500