Stage
Lost
2d in stage · 14d target
Est. Premium
$28,500
Annualized
Est. Revenue
$4,304
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jul 17
-25 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 recency4/20
- Client engagement14/20
- Premium size5/15
- Close timing6/10
- Data completeness8/10
Quotes
Carrier quotes attached to this opportunity
- Cardinal Underwriters
- Premium
- $25,000
- Est. Commission
- $2,725
- Expires
- Sep 7
- 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
- NoteJul 22
Confirmed effective date expectations.
No answer
Account
Client and ownership detail
- ClientLakeshore Fitness Club
- CarrierVanguard Fitness Risk
- ProductRetirement / 401(k)
- ProducerKendall Boyd
- Service (CSR)Unassigned
- Last activityJul 22
- SegmentGym
- StateTN
- Client since2025-10-12
Contacts
Decision makers on the account
Kai Lombard
Decision makerOwner / Founder
kai@lakeshorefitness.com · (230) 438-3299
Prefers Text
Jared Mercer
CFO
jared@lakeshorefitness.com · (386) 301-7933
Prefers In Person
Open Tasks
Work required to advance this deal
- Overdue
Present Proposal — Retirement / 401(k) — 2026
Due Aug 6 · Quotes Expiring
Other Opportunities
4 more open with this client
- Short-Term Medical — 2026$13,000
- Key Person Life — 2026$42,500
- Group Vision — 2026$14,000
- Disability Income — 2026$7,000