Stage
Issued
3d in stage · 14d target
Est. Premium
$49,000
Annualized
Est. Revenue
$7,938
100% close probability
Weighted Revenue
$7,938
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 engagement10/20
- Premium size8/15
- Close timing10/10
- Data completeness9/10
Quotes
Carrier quotes attached to this opportunity
- Northgate Indemnity
- Premium
- $47,000
- Est. Commission
- $4,700
- Expires
- Aug 24
- 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
- TaskJun 22
Discussed coverage gaps and current carrier pricing.
Requested more time
Account
Client and ownership detail
- ClientMeridian Movement Group
- CarrierApex Specialty
- ProductCommercial Property
- ProducerPriya Raman
- Service (CSR)Unassigned
- Last activityAug 7
- SegmentBodybuilder
- StateCA
- Client since2025-10-29
Contacts
Decision makers on the account
Elena Prescott
Decision makerOwner / Founder
elena@meridianmovement.com · (488) 625-6631
Prefers In Person
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Commercial Property — 2026
Due Aug 3 · Overdue Activities
- Overdue
Follow-Up — Commercial Property — 2026
Due Aug 9 · Overdue Activities
Other Opportunities
4 more open with this client
- Product Liability — 2026$37,500
- Hospital Indemnity — 2026$12,500
- Commercial Property — 2026$20,500
- Event Liability — 2026$13,000