Stage
Issued
1d in stage · 14d target
Est. Premium
$14,000
Annualized
Est. Revenue
$2,450
100% close probability
Weighted Revenue
$2,450
Probability-adjusted
Expected Close
Aug 30
19 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 size2/15
- Close timing6/10
- Data completeness8/10
Quotes
Carrier quotes attached to this opportunity
- Titan Commercial
- Premium
- $11,800
- Est. Commission
- $1,156
- Expires
- Aug 24
- 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
- TaskJul 23
Reviewed payroll classification for workers comp.
Meeting scheduled
Account
Client and ownership detail
- ClientFoundry Strength Works
- CarrierPeak Mutual
- ProductBusiness Owners Policy
- ProducerMaya Lindqvist
- Service (CSR)Unassigned
- Last activityJul 25
- SegmentPersonal Trainer
- StatePA
- Client since2024-09-05
Contacts
Decision makers on the account
Lena Mercer
Decision makerOwner / Founder
lena@foundrystrengthw.com · (305) 614-4647
Prefers In Person
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Business Owners Policy — 2026
Due Aug 7 · Overdue Activities
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