Stage
Issued
4d in stage · 14d target
Est. Premium
$58,000
Annualized
Est. Revenue
$5,800
100% close probability
Weighted Revenue
$5,800
Probability-adjusted
Expected Close
Oct 1
51 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 engagement12/20
- Premium size10/15
- Close timing2/10
- Data completeness10/10
Quotes
Carrier quotes attached to this opportunity
- Titan Commercial
- Premium
- $60,900
- Est. Commission
- $5,968
- Expires
- Aug 20
- 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
- MeetingAug 7
Confirmed effective date expectations.
Information sent
Account
Client and ownership detail
- ClientBlue Ridge Barbell
- CarrierNorthgate Indemnity
- ProductCommercial Property
- ProducerRoman Petrov
- Service (CSR)Tobias Reyn
- Last activityAug 9
- SegmentPersonal Trainer
- StateTX
- Client since2020-09-18
Contacts
Decision makers on the account
Kelsey Cortez
Decision makerOwner / Founder
kelsey@blueridgebarbell.com · (417) 719-8859
Prefers Phone
Simone Oyelaran
Decision makerBusiness Partner
simone@blueridgebarbell.com · (609) 575-6838
Prefers In Person
Jared Jansen
Benefits Administrator
jared@blueridgebarbell.com · (545) 338-1656
Prefers In Person
Open Tasks
Work required to advance this deal
- Open
Follow-Up — Commercial Property — 2026
Due Aug 19 · Follow-Ups Due
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