Stage
Issued
2d in stage · 14d target
Est. Premium
$6,000
Annualized
Est. Revenue
$1,050
100% close probability
Weighted Revenue
$1,050
Probability-adjusted
Expected Close
Aug 12
1 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 engagement15/20
- Premium size1/15
- Close timing10/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
- Cardinal Underwriters
- Premium
- $5,600
- Est. Commission
- $610
- Expires
- Sep 17
- 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
- MeetingJul 11
Confirmed effective date expectations.
Left voicemail
- NoteJun 18
Discussed coverage gaps and current carrier pricing.
Requested proposal
Account
Client and ownership detail
- ClientHighpoint Athletics
- CarrierPeak Mutual
- ProductEquipment Breakdown
- ProducerGrant Whitaker
- Service (CSR)Bethany Cole
- Last activityAug 4
- SegmentBodybuilder
- StateNV
- Client since2025-06-02
Contacts
Decision makers on the account
Lena Sandoval
Decision makerOwner / Founder
lena@highpointathleti.com · (905) 386-9546
Prefers Email
Rex Delgado
Business Partner
rex@highpointathleti.com · (795) 681-9202
Prefers Phone
Open Tasks
Work required to advance this deal
- Open
Cross-Sell Outreach — Equipment Breakdown — 2026
Due Aug 24 · Cross-Sell Opportunities
Other Opportunities
4 more open with this client
- Sports Accident — 2026$14,000
- Final Expense — 2026$4,500
- Hospital Indemnity — 2026$11,500
- Group Vision — 2026$5,000