Stage
Issued
12d in stage · 14d target
Est. Premium
$7,000
Annualized
Est. Revenue
$1,092
100% close probability
Weighted Revenue
$1,092
Probability-adjusted
Expected Close
Aug 13
2 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 recency14/20
- Client engagement20/20
- Premium size1/15
- Close timing10/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
- Momentum Benefits
- Premium
- $8,100
- Est. Commission
- $1,264
- Expires
- Aug 27
- 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 MeetingAug 7
Confirmed effective date expectations.
No answer
- Follow-UpMay 31
Sent proposal summary and comparison sheet.
Requested proposal
Account
Client and ownership detail
- ClientBrightline Nutrition Co.
- CarrierMomentum Benefits
- ProductDisability Income
- ProducerRenee Alvarez
- Service (CSR)Unassigned
- Last activityAug 6
- SegmentGym
- StateCA
- Client since2024-04-30
Contacts
Decision makers on the account
Colin Thorne
Decision makerOwner / Founder
colin@brightlinenutrit.com · (424) 584-4818
Prefers In Person
Rosa Grayson
Owner / Founder
rosa@brightlinenutrit.com · (397) 373-5152
Prefers Text
Bianca Hollis
CFO
bianca@brightlinenutrit.com · (831) 825-1216
Prefers Phone
Open Tasks
Work required to advance this deal
- Open
Present Proposal — Disability Income — 2026
Due Aug 15 · Quotes Expiring
Other Opportunities
4 more open with this client
- Group Health — 2026$101,000
- Group Health — 2026$115,000
- Group Health — 2026$102,500
- Commercial Auto — 2026$27,500