Stage
Issued
5d in stage · 14d target
Est. Premium
$24,500
Annualized
Est. Revenue
$3,969
100% close probability
Weighted Revenue
$3,969
Probability-adjusted
Expected Close
Sep 11
31 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 size4/15
- Close timing6/10
- Data completeness9/10
Quotes
Carrier quotes attached to this opportunity
- Northgate Indemnity
- Premium
- $29,600
- Est. Commission
- $2,960
- Expires
- Sep 3
- 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
- Follow-UpJul 12
Confirmed effective date expectations.
Connected
Account
Client and ownership detail
- ClientChampion Athletics
- CarrierApex Specialty
- ProductProfessional Liability
- ProducerTobias Nguyen
- Service (CSR)Unassigned
- Last activityAug 6
- SegmentGym
- StatePA
- Client since2023-07-30
Contacts
Decision makers on the account
Omar Lombard
Decision makerOwner / Founder
omar@championathletic.com · (396) 461-3429
Prefers In Person
Andre Grayson
Decision makerHR Manager
andre@championathletic.com · (855) 924-1115
Prefers Phone
Elena Jansen
General Manager
elena@championathletic.com · (930) 909-2077
Prefers Email
Open Tasks
Work required to advance this deal
- No open tasks.
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