Stage
Issued
3d in stage · 14d target
Est. Premium
$29,500
Annualized
Est. Revenue
$3,216
100% close probability
Weighted Revenue
$3,216
Probability-adjusted
Expected Close
Oct 23
73 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 engagement17/20
- Premium size5/15
- Close timing2/10
- Data completeness9/10
Quotes
Carrier quotes attached to this opportunity
- Peak Mutual
- Premium
- $35,500
- Est. Commission
- $6,213
- Expires
- Aug 19
- 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
- Video MeetingJul 23
Confirmed effective date expectations.
Requested more time
Account
Client and ownership detail
- ClientKeystone Strength Co.
- CarrierCardinal Underwriters
- ProductCommercial Auto
- ProducerDana Brooks
- Service (CSR)Bethany Cole
- Last activityAug 8
- SegmentGym
- StateNV
- Client since2023-11-06
Contacts
Decision makers on the account
Kai Thorne
Decision makerOwner / Founder
kai@keystonestrength.com · (836) 937-9835
Prefers Email
Open Tasks
Work required to advance this deal
- Open
Present Proposal — Commercial Auto — 2026
Due Aug 17 · Quotes Expiring
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