Stage
Lost
6d in stage · 14d target
Est. Premium
$11,500
Annualized
Est. Revenue
$1,794
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jul 13
-29 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 recency20/20
- Client engagement14/20
- Premium size2/15
- Close timing6/10
- Data completeness10/10
Quotes
Carrier quotes attached to this opportunity
- Apex Specialty
- Premium
- $9,600
- Est. Commission
- $1,555
- Expires
- Sep 13
- 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
- Document RequestJun 28
Discussed coverage gaps and current carrier pricing.
Connected
Account
Client and ownership detail
- ClientHighpoint Athletics
- CarrierHarborview Health
- ProductHospital Indemnity
- ProducerGrant Whitaker
- Service (CSR)Unassigned
- Last activityAug 9
- SegmentBodybuilder
- StateNV
- Client since2025-06-02
Contacts
Decision makers on the account
Lena Sandoval
Decision makerOwner / Founder
lena@highpointathleti.com · (905) 386-9546
Prefers Email
Rex Delgado
Business Partner
rex@highpointathleti.com · (795) 681-9202
Prefers Phone
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Hospital Indemnity — 2026
Due Jul 30 · Overdue Activities
Other Opportunities
4 more open with this client
- Sports Accident — 2026$14,000
- Final Expense — 2026$4,500
- Equipment Breakdown — 2026$6,000
- Group Vision — 2026$5,000