Stage
Issued
17d in stage · 14d target
Est. Premium
$21,500
Annualized
Est. Revenue
$2,344
100% close probability
Weighted Revenue
$2,344
Probability-adjusted
Expected Close
Oct 26
76 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 engagement15/20
- Premium size4/15
- Close timing2/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
- Momentum Benefits
- Premium
- $18,400
- Est. Commission
- $2,870
- Expires
- Aug 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 MeetingAug 2
Sent proposal summary and comparison sheet.
Documents received
- SMSMay 31
Reviewed payroll classification for workers comp.
No answer
Account
Client and ownership detail
- ClientApex Performance Center
- CarrierCardinal Underwriters
- ProductGroup Dental
- ProducerDana Brooks
- Service (CSR)Unassigned
- Last activityAug 9
- SegmentGym
- StateAZ
- Client since2021-12-31
Contacts
Decision makers on the account
Dana Prescott
Decision makerOwner / Founder
dana@apexperformancec.com · (297) 864-2732
Prefers Phone
Ingrid Quintero
General Manager
ingrid@apexperformancec.com · (268) 358-9676
Prefers Phone
Open Tasks
Work required to advance this deal
- No open tasks.
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