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Commercial Auto — 2026

Blue Ridge Barbell · OPP-000093 · created Jul 17

LowIQ 0

Stage

Lost

13d in stage · 14d target

Est. Premium

$11,500

Annualized

Est. Revenue

$1,150

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

  1. Discovery
  2. Quote Requested
  3. Quote Received
  4. Proposal Presented
  5. Client Reviewing
  6. Application Started
  7. Application Submitted
  8. Underwriting
  9. Approved
  10. Bound
  11. Issued

IQ Score composition

  • Stage progression29/25
  • Activity recency4/20
  • Client engagement15/20
  • Premium size2/15
  • Close timing6/10
  • Data completeness7/10

Quotes

Carrier quotes attached to this opportunity

  • Vanguard Fitness Risk
    Premium
    $9,800
    Est. Commission
    $1,480
    Expires
    Sep 1
    Status
    Received

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

  • EmailJul 12

    Sent proposal summary and comparison sheet.

    Connected

  • MeetingMay 25

    Sent proposal summary and comparison sheet.

    Requested proposal

Account

Client and ownership detail

  • ClientBlue Ridge Barbell
  • CarrierNorthgate Indemnity
  • ProductCommercial Auto
  • ProducerRoman Petrov
  • Service (CSR)Unassigned
  • Last activityJul 23
  • SegmentPersonal Trainer
  • StateTX
  • Client since2020-09-18

Contacts

Decision makers on the account

  • Kelsey Cortez

    Decision maker

    Owner / Founder

    kelsey@blueridgebarbell.com · (417) 719-8859

    Prefers Phone

  • Simone Oyelaran

    Decision maker

    Business Partner

    simone@blueridgebarbell.com · (609) 575-6838

    Prefers In Person

  • Jared Jansen

    Benefits Administrator

    jared@blueridgebarbell.com · (545) 338-1656

    Prefers In Person

Open Tasks

Work required to advance this deal

  • Submit Application — Commercial Auto — 2026

    Due Aug 26 · Applications Incomplete

    Open

Other Opportunities

4 more open with this client