Stage
Issued
5d 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 24
13 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 engagement12/20
- Premium size1/15
- Close timing10/10
- Data completeness9/10
Quotes
Carrier quotes attached to this opportunity
- Apex Specialty
- Premium
- $5,700
- Est. Commission
- $923
- Expires
- Aug 31
- 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
- Phone CallJul 30
Left a message with the front desk.
Left voicemail
- Video MeetingMay 23
Sent proposal summary and comparison sheet.
No answer
Account
Client and ownership detail
- ClientTrailhead Fitness Co.
- CarrierHarborview Health
- ProductSports Accident
- ProducerHugo Ferreira
- Service (CSR)Nia Ferrell
- Last activityAug 7
- SegmentHealth Professional
- StateTN
- Client since2025-08-21
Contacts
Decision makers on the account
Rex Cortez
Decision makerOwner / Founder
rex@trailheadfitness.com · (952) 347-1814
Prefers Text
Simone Cortez
Owner / Founder
simone@trailheadfitness.com · (689) 351-7071
Prefers Email
Omar Delgado
HR Manager
omar@trailheadfitness.com · (475) 934-6668
Prefers Email
Open Tasks
Work required to advance this deal
- Open
Follow-Up — Sports Accident — 2026
Due Aug 17 · Follow-Ups Due
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