Stage
Issued
16d in stage · 14d target
Est. Premium
$6,500
Annualized
Est. Revenue
$709
100% close probability
Weighted Revenue
$709
Probability-adjusted
Expected Close
Nov 5
86 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 engagement11/20
- Premium size1/15
- Close timing2/10
- Data completeness9/10
Quotes
Carrier quotes attached to this opportunity
- Northgate Indemnity
- Premium
- $5,700
- Est. Commission
- $570
- Expires
- Aug 20
- 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
- SMSAug 9
Discussed coverage gaps and current carrier pricing.
Connected
Account
Client and ownership detail
- ClientCoastline Fitness Group
- CarrierCardinal Underwriters
- ProductProfessional Liability
- ProducerDevin Wallace
- Service (CSR)Marcus Ellery
- Last activityAug 2
- SegmentFitness Influencer
- StateCA
- Client since2024-12-04
Contacts
Decision makers on the account
Grant Mercer
Decision makerOwner / Founder
grant@coastlinefitness.com · (575) 720-6080
Prefers Email
Yvette Mercer
General Manager
yvette@coastlinefitness.com · (778) 660-9462
Prefers In Person
Open Tasks
Work required to advance this deal
- Overdue
Underwriting Requirement — Professional Liability — 2026
Due Jul 30 · Underwriting Requirements
Other Opportunities
4 more open with this client
- Group Dental — 2026$21,000
- General Liability — 2026$26,000
- Final Expense — 2026$5,500
- Umbrella / Excess — 2026$24,000