LowIQ 0
Stage
Lost
3d in stage · 14d target
Est. Premium
$9,000
Annualized
Est. Revenue
$1,458
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jul 2
-40 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 engagement13/20
- Premium size2/15
- Close timing6/10
- Data completeness9/10
Quotes
Carrier quotes attached to this opportunity
- Titan Commercial
- Premium
- $10,700
- Est. Commission
- $1,049
- Expires
- Aug 28
- 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
- TaskJul 20
Left a message with the front desk.
No answer
Account
Client and ownership detail
- ClientWrought Iron Gym
- CarrierApex Specialty
- ProductUmbrella / Excess
- ProducerBianca Solano
- Service (CSR)Bethany Cole
- Last activityAug 8
- SegmentGym
- StateCO
- Client since2025-12-22
Contacts
Decision makers on the account
Rex Jansen
Decision makerOwner / Founder
rex@wroughtirongym.com · (267) 202-8445
Prefers Email
Open Tasks
Work required to advance this deal
- No open tasks.
Other Opportunities
4 more open with this client
- Voluntary Benefits — 2026$19,000
- Indexed Universal Life — 2026$16,000
- Umbrella / Excess — 2026$15,500
- Professional Liability — 2026$10,000