Stage
Issued
19d in stage · 14d target
Est. Premium
$9,000
Annualized
Est. Revenue
$1,458
100% close probability
Weighted Revenue
$1,458
Probability-adjusted
Expected Close
Sep 13
33 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 engagement15/20
- Premium size2/15
- Close timing6/10
- Data completeness10/10
Quotes
Carrier quotes attached to this opportunity
- Apex Specialty
- Premium
- $8,000
- Est. Commission
- $1,296
- Expires
- Aug 16
- 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
- Follow-UpJul 6
Left a message with the front desk.
Connected
Account
Client and ownership detail
- ClientHalcyon Recovery Studio
- CarrierApex Specialty
- ProductCyber Liability
- ProducerElliot Pace
- Service (CSR)Unassigned
- Last activityAug 10
- SegmentGym
- StateWA
- Client since2021-08-01
Contacts
Decision makers on the account
Marcus Quintero
Decision makerOwner / Founder
marcus@halcyonrecoverys.com · (330) 492-2679
Prefers Email
Ingrid Sandoval
Decision makerGeneral Manager
ingrid@halcyonrecoverys.com · (583) 698-4084
Prefers Text
Grant Rhodes
HR Manager
grant@halcyonrecoverys.com · (928) 753-9601
Prefers Phone
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Cyber Liability — 2026
Due Aug 1 · Follow-Ups Due
Other Opportunities
4 more open with this client
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- Group Life — 2026$16,000
- Short-Term Medical — 2026$9,500
- Abuse & Molestation — 2026$4,000