Stage
Issued
5d in stage · 14d target
Est. Premium
$26,500
Annualized
Est. Revenue
$2,650
100% close probability
Weighted Revenue
$2,650
Probability-adjusted
Expected Close
Oct 22
72 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 engagement16/20
- Premium size4/15
- Close timing2/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
- Titan Commercial
- Premium
- $24,700
- Est. Commission
- $2,421
- Expires
- Sep 18
- 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
- NoteJul 25
Confirmed effective date expectations.
No answer
Account
Client and ownership detail
- ClientWindward Fitness Studio
- CarrierNorthgate Indemnity
- ProductWorkers Compensation
- ProducerCurtis Hale
- Service (CSR)Unassigned
- Last activityAug 6
- SegmentGym
- StateWA
- Client since2022-11-06
Contacts
Decision makers on the account
Camille Sandoval
Decision makerOwner / Founder
camille@windwardfitnesss.com · (515) 371-9128
Prefers In Person
Tasha Thorne
Benefits Administrator
tasha@windwardfitnesss.com · (716) 659-7897
Prefers Email
Andre Oyelaran
Decision makerBenefits Administrator
andre@windwardfitnesss.com · (286) 929-1139
Prefers Phone
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Workers Compensation — 2026
Due Aug 7 · Overdue Activities
Other Opportunities
3 more open with this client
- Retirement / 401(k) — 2026$21,500
- Group Life — 2026$9,500
- Hospital Indemnity — 2026$12,000