Opportunity 360

Everything about one deal in a single record view

Data updated just now|Full agency visibility
Filters
Date Range
Division
Agent
Field Manager
Carrier
Product
State
Client Segment
Lead Source
Back to pipeline

Commercial Auto — 2026

Redline Conditioning · OPP-000080 · created Jul 8

LowIQ 88

Stage

Issued

2d in stage · 14d target

Est. Premium

$34,500

Annualized

Est. Revenue

$3,450

100% close probability

Weighted Revenue

$3,450

Probability-adjusted

Expected Close

Aug 29

18 days from today

Stage Progression

Advance the opportunity through the sales workflow

  1. Discovery
  2. Quote Requested
  3. Quote Received
  4. Proposal Presented
  5. Client Reviewing
  6. Application Started
  7. Application Submitted
  8. Underwriting
  9. Approved
  10. Bound
  11. Issued

IQ Score composition

  • Stage progression27/25
  • Activity recency20/20
  • Client engagement20/20
  • Premium size6/15
  • Close timing6/10
  • Data completeness9/10

Quotes

Carrier quotes attached to this opportunity

  • Titan Commercial
    Premium
    $41,900
    Est. Commission
    $4,106
    Expires
    Aug 22
    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

  • Phone CallJul 19

    Discussed coverage gaps and current carrier pricing.

    Left voicemail

Account

Client and ownership detail

  • ClientRedline Conditioning
  • CarrierNorthgate Indemnity
  • ProductCommercial Auto
  • ProducerSimone Wexler
  • Service (CSR)Unassigned
  • Last activityAug 9
  • SegmentFitness Event
  • StateTX
  • Client since2021-07-14

Contacts

Decision makers on the account

  • Damon Quintero

    Decision maker

    Owner / Founder

    damon@redlinecondition.com · (241) 257-5081

    Prefers Email

  • Jared Delgado

    Owner / Founder

    jared@redlinecondition.com · (221) 597-9443

    Prefers In Person

Open Tasks

Work required to advance this deal

  • No open tasks.

Other Opportunities

4 more open with this client