Stage
Issued
1d in stage · 14d target
Est. Premium
$6,500
Annualized
Est. Revenue
$1,138
100% close probability
Weighted Revenue
$1,138
Probability-adjusted
Expected Close
Sep 22
42 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 engagement10/20
- Premium size1/15
- Close timing6/10
- Data completeness10/10
Quotes
Carrier quotes attached to this opportunity
- Peak Mutual
- Premium
- $7,800
- Est. Commission
- $1,365
- Expires
- Sep 12
- 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
- EmailJun 9
Sent proposal summary and comparison sheet.
Information sent
Account
Client and ownership detail
- ClientPrime Cadence Studio
- CarrierPeak Mutual
- ProductCyber Liability
- ProducerMarcus Reed
- Service (CSR)Nia Ferrell
- Last activityAug 8
- SegmentGym
- StateWA
- Client since2021-02-27
Contacts
Decision makers on the account
Rex Winslow
Decision makerOwner / Founder
rex@primecadencestud.com · (520) 821-2301
Prefers Phone
Elena Brennan
CFO
elena@primecadencestud.com · (429) 753-3709
Prefers Email
Open Tasks
Work required to advance this deal
- Open
Follow-Up — Cyber Liability — 2026
Due Aug 17 · Pending Client Decisions
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