Stage
Issued
12d in stage · 14d target
Est. Premium
$15,500
Annualized
Est. Revenue
$2,341
100% close probability
Weighted Revenue
$2,341
Probability-adjusted
Expected Close
Aug 17
6 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 size3/15
- Close timing10/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
- Cardinal Underwriters
- Premium
- $19,200
- Est. Commission
- $2,093
- Expires
- Aug 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
- Video MeetingJun 21
Client requested a follow-up after their board meeting.
Information sent
- NoteMay 25
Client requested a follow-up after their board meeting.
Documents received
Account
Client and ownership detail
- ClientKinetic Health Collective
- CarrierVanguard Fitness Risk
- ProductGroup Life
- ProducerNaomi Chen
- Service (CSR)Bethany Cole
- Last activityAug 1
- SegmentSupplement Company
- StateNC
- Client since2022-01-23
Contacts
Decision makers on the account
Kelsey Rhodes
Decision makerOwner / Founder
kelsey@kinetichealthcol.com · (272) 860-1367
Prefers Email
Bryce Winslow
CFO
bryce@kinetichealthcol.com · (764) 539-3785
Prefers In Person
Open Tasks
Work required to advance this deal
- Open
Follow-Up — Group Life — 2026
Due Aug 26 · Follow-Ups Due
Other Opportunities
4 more open with this client
- Group Dental — 2026$21,000
- Indexed Universal Life — 2026$22,500
- Product Liability — 2026$21,000
- Short-Term Medical — 2026$6,000