Stage
Issued
18d in stage · 14d target
Est. Premium
$15,500
Annualized
Est. Revenue
$1,550
100% close probability
Weighted Revenue
$1,550
Probability-adjusted
Expected Close
Oct 25
75 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 size3/15
- Close timing2/10
- Data completeness8/10
Quotes
Carrier quotes attached to this opportunity
- Apex Specialty
- Premium
- $16,300
- Est. Commission
- $2,641
- Expires
- Aug 14
- 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
- SMSJun 11
Reviewed payroll classification for workers comp.
Documents received
Account
Client and ownership detail
- ClientWrought Iron Gym
- CarrierNorthgate Indemnity
- ProductUmbrella / Excess
- ProducerBianca Solano
- Service (CSR)Unassigned
- Last activityAug 6
- SegmentGym
- StateCO
- Client since2025-12-22
Contacts
Decision makers on the account
Rex Jansen
Decision makerOwner / Founder
rex@wroughtirongym.com · (267) 202-8445
Prefers Email
Open Tasks
Work required to advance this deal
- Overdue
Underwriting Requirement — Umbrella / Excess — 2026
Due Aug 2 · Underwriting Requirements
Other Opportunities
4 more open with this client
- Voluntary Benefits — 2026$19,000
- Indexed Universal Life — 2026$16,000
- Umbrella / Excess — 2026$9,000
- Professional Liability — 2026$10,000