Stage
Lost
14d in stage · 14d target
Est. Premium
$12,500
Annualized
Est. Revenue
$2,025
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jun 30
-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 progression29/25
- Activity recency14/20
- Client engagement16/20
- Premium size2/15
- Close timing6/10
- Data completeness10/10
Quotes
Carrier quotes attached to this opportunity
- Cardinal Underwriters
- Premium
- $12,600
- Est. Commission
- $1,373
- Expires
- Aug 18
- Status
- Presented
Application & Underwriting
Submission status and outstanding carrier requirements
Application
Not Started
UW Stage
Not in underwriting
Days Pending
—
No outstanding underwriting requirements.
Activity Timeline
Every touch on this opportunity
- Follow-UpAug 5
Confirmed effective date expectations.
Connected
- Follow-UpJun 21
Confirmed effective date expectations.
Left voicemail
Account
Client and ownership detail
- ClientAurora Movement Clinic
- CarrierApex Specialty
- ProductCommercial Auto
- ProducerCamille Foster
- Service (CSR)Unassigned
- Last activityAug 7
- SegmentGym
- StateNV
- Client since2021-01-16
Contacts
Decision makers on the account
Noelle Grayson
Decision makerOwner / Founder
noelle@auroramovementcl.com · (404) 208-4076
Prefers In Person
Colin Mercer
Owner / Founder
colin@auroramovementcl.com · (842) 984-2246
Prefers Phone
Open Tasks
Work required to advance this deal
- Overdue
Submit Application — Commercial Auto — 2026
Due Aug 8 · Applications Incomplete
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