Stage
Issued
3d in stage · 14d target
Est. Premium
$15,500
Annualized
Est. Revenue
$1,550
100% close probability
Weighted Revenue
$1,550
Probability-adjusted
Expected Close
Sep 30
50 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 recency14/20
- Client engagement10/20
- Premium size3/15
- Close timing2/10
- Data completeness10/10
Quotes
Carrier quotes attached to this opportunity
- Peak Mutual
- Premium
- $19,000
- Est. Commission
- $3,325
- Expires
- Sep 1
- 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
- MeetingJul 26
Left a message with the front desk.
Meeting scheduled
Account
Client and ownership detail
- ClientSequoia Wellness Center
- CarrierNorthgate Indemnity
- ProductProfessional Liability
- ProducerJordan Ellis
- Service (CSR)Unassigned
- Last activityAug 4
- SegmentSupplement Company
- StateMA
- Client since2024-12-17
Contacts
Decision makers on the account
Simone Whitfield
Decision makerOwner / Founder
simone@sequoiawellnessc.com · (801) 869-5129
Prefers Phone
Priya Hollis
Decision makerCFO
priya@sequoiawellnessc.com · (649) 726-7673
Prefers Phone
Elena Winslow
General Manager
elena@sequoiawellnessc.com · (674) 755-5083
Prefers Phone
Open Tasks
Work required to advance this deal
- Open
Follow-Up — Professional Liability — 2026
Due Aug 17 · Follow-Ups Due
Other Opportunities
4 more open with this client
- Commercial Auto — 2026$11,000
- Group Dental — 2026$14,500
- Event Liability — 2026$10,000
- General Liability — 2026$27,500