Stage
Issued
3d in stage · 14d target
Est. Premium
$8,500
Annualized
Est. Revenue
$850
100% close probability
Weighted Revenue
$850
Probability-adjusted
Expected Close
Sep 19
39 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 recency4/20
- Client engagement19/20
- Premium size1/15
- Close timing6/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
- Vanguard Fitness Risk
- Premium
- $7,700
- Est. Commission
- $1,163
- Expires
- Sep 6
- 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 MeetingMay 24
Sent proposal summary and comparison sheet.
Information sent
- Phone CallMay 13
Left a message with the front desk.
Documents received
Account
Client and ownership detail
- ClientMomentum Movement Studio
- CarrierNorthgate Indemnity
- ProductEquipment Breakdown
- ProducerSarah Mitchell
- Service (CSR)Bethany Cole
- Last activityJul 24
- SegmentBodybuilder
- StateMA
- Client since2023-01-21
Contacts
Decision makers on the account
Lena Faulkner
Decision makerOwner / Founder
lena@momentummovement.com · (403) 889-5569
Prefers Phone
Ingrid Vance
HR Manager
ingrid@momentummovement.com · (881) 350-8812
Prefers Phone
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Equipment Breakdown — 2026
Due Aug 2 · Overdue Activities
Other Opportunities
4 more open with this client
- Final Expense — 2026$2,500
- Cyber Liability — 2026$19,500
- Buy-Sell Funding — 2026$39,500
- Abuse & Molestation — 2026$14,000