Stage
Issued
3d in stage · 14d target
Est. Premium
$9,500
Annualized
Est. Revenue
$1,482
100% close probability
Weighted Revenue
$1,482
Probability-adjusted
Expected Close
Nov 6
87 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 recency8/20
- Client engagement19/20
- Premium size2/15
- Close timing2/10
- Data completeness10/10
Quotes
Carrier quotes attached to this opportunity
- Momentum Benefits
- Premium
- $9,800
- Est. Commission
- $1,529
- Expires
- Sep 10
- 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
- Follow-UpJun 29
Left a message with the front desk.
Documents received
Account
Client and ownership detail
- ClientElite Physique Coaching
- CarrierMomentum Benefits
- ProductDisability Income
- ProducerPriya Raman
- Service (CSR)Unassigned
- Last activityAug 1
- SegmentBodybuilder
- StatePA
- Client since2023-06-20
Contacts
Decision makers on the account
Damon Sandoval
Decision makerOwner / Founder
damon@elitephysiquecoa.com · (430) 579-2815
Prefers Text
Devon Sandoval
Owner / Founder
devon@elitephysiquecoa.com · (775) 708-5035
Prefers In Person
Tasha Ivers
Decision makerGeneral Manager
tasha@elitephysiquecoa.com · (525) 305-4138
Prefers Text
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Disability Income — 2026
Due Aug 2 · Pending Client Decisions
- Open
Submit Application — Disability Income — 2026
Due Aug 21 · Applications Incomplete
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