Stage
Issued
5d in stage · 14d target
Est. Premium
$14,500
Annualized
Est. Revenue
$1,363
100% close probability
Weighted Revenue
$1,363
Probability-adjusted
Expected Close
Sep 9
29 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 engagement13/20
- Premium size2/15
- Close timing6/10
- Data completeness8/10
Quotes
Carrier quotes attached to this opportunity
- Summit Life
- Premium
- $16,900
- Est. Commission
- $1,589
- Expires
- Sep 8
- 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
- TaskJul 7
Reviewed payroll classification for workers comp.
Documents received
Account
Client and ownership detail
- ClientAnvil Powerlifting
- CarrierSummit Life
- ProductTerm Life
- ProducerAlex Carter
- Service (CSR)Tobias Reyn
- Last activityAug 8
- SegmentGym
- StatePA
- Client since2025-03-16
Contacts
Decision makers on the account
Ingrid Ellison
Decision makerOwner / Founder
ingrid@anvilpowerliftin.com · (731) 316-8532
Prefers In Person
Lena Yates
Benefits Administrator
lena@anvilpowerliftin.com · (811) 960-6092
Prefers Email
Open Tasks
Work required to advance this deal
- No open tasks.
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