Stage
Issued
5d in stage · 14d target
Est. Premium
$17,500
Annualized
Est. Revenue
$1,715
100% close probability
Weighted Revenue
$1,715
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 recency20/20
- Client engagement13/20
- Premium size3/15
- Close timing2/10
- Data completeness9/10
Quotes
Carrier quotes attached to this opportunity
- Northgate Indemnity
- Premium
- $16,400
- Est. Commission
- $1,640
- Expires
- Sep 5
- 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
- SMSJun 29
Sent proposal summary and comparison sheet.
Connected
Account
Client and ownership detail
- ClientAurora Movement Clinic
- CarrierTitan Commercial
- ProductProduct Liability
- ProducerCamille Foster
- Service (CSR)Marcus Ellery
- Last activityAug 8
- SegmentGym
- StateNV
- Client since2021-01-16
Contacts
Decision makers on the account
Noelle Grayson
Decision makerOwner / Founder
noelle@auroramovementcl.com · (404) 208-4076
Prefers In Person
Colin Mercer
Owner / Founder
colin@auroramovementcl.com · (842) 984-2246
Prefers Phone
Open Tasks
Work required to advance this deal
- No open tasks.
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4 more open with this client
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