Stage
Issued
1d in stage · 14d target
Est. Premium
$21,000
Annualized
Est. Revenue
$1,974
100% close probability
Weighted Revenue
$1,974
Probability-adjusted
Expected Close
Sep 12
32 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 engagement14/20
- Premium size4/15
- Close timing6/10
- Data completeness6/10
Quotes
Carrier quotes attached to this opportunity
- Summit Life
- Premium
- $19,600
- Est. Commission
- $1,842
- Expires
- Aug 26
- 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
- MeetingJul 13
Discussed coverage gaps and current carrier pricing.
No answer
Account
Client and ownership detail
- ClientVitality Nutrition Group
- CarrierSummit Life
- ProductIndexed Universal Life
- ProducerCurtis Hale
- Service (CSR)Marcus Ellery
- Last activityAug 11
- SegmentPersonal Trainer
- StateNC
- Client since2021-02-03
Contacts
Decision makers on the account
Lena Thorne
Decision makerOwner / Founder
lena@vitalitynutritio.com · (935) 284-5716
Prefers Email
Andre Quintero
Decision makerCFO
andre@vitalitynutritio.com · (317) 896-7440
Prefers Text
Open Tasks
Work required to advance this deal
- Overdue
Underwriting Requirement — Indexed Universal Life — 2026
Due Aug 7 · Underwriting Requirements
Other Opportunities
4 more open with this client
- Short-Term Medical — 2026$15,000
- Group Vision — 2026$14,000
- Disability Income — 2026$22,500
- Buy-Sell Funding — 2026$30,500