Stage
Issued
3d in stage · 14d target
Est. Premium
$48,500
Annualized
Est. Revenue
$4,850
100% close probability
Weighted Revenue
$4,850
Probability-adjusted
Expected Close
Aug 11
0 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 engagement17/20
- Premium size8/15
- Close timing10/10
- Data completeness8/10
Quotes
Carrier quotes attached to this opportunity
- Cardinal Underwriters
- Premium
- $58,700
- Est. Commission
- $6,398
- Expires
- Sep 16
- 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
- Video MeetingJul 18
Sent proposal summary and comparison sheet.
Documents received
- MeetingJul 1
Confirmed effective date expectations.
Requested more time
Account
Client and ownership detail
- ClientEverline Fitness
- CarrierNorthgate Indemnity
- ProductProduct Liability
- ProducerTobias Nguyen
- Service (CSR)Unassigned
- Last activityAug 6
- SegmentFitness Event
- StateCA
- Client since2025-08-10
Contacts
Decision makers on the account
Pierce Brennan
Decision makerOwner / Founder
pierce@everlinefitness.com · (503) 430-5453
Prefers Email
Open Tasks
Work required to advance this deal
- Open
Follow-Up — Product Liability — 2026
Due Aug 18 · Follow-Ups Due
Other Opportunities
4 more open with this client
- General Liability — 2026$15,500
- Business Owners Policy — 2026$30,500
- Retirement / 401(k) — 2026$45,000
- Group Life — 2026$7,000