Stage
Lost
2d in stage · 14d target
Est. Premium
$7,500
Annualized
Est. Revenue
$705
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jun 19
-53 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 engagement12/20
- Premium size1/15
- Close timing6/10
- Data completeness10/10
Quotes
Carrier quotes attached to this opportunity
- Peak Mutual
- Premium
- $7,900
- Est. Commission
- $1,383
- Expires
- Aug 21
- 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
- Phone CallMay 22
Client requested a follow-up after their board meeting.
Documents received
Account
Client and ownership detail
- ClientKeystone Strength Co.
- CarrierSummit Life
- ProductTerm Life
- ProducerDana Brooks
- Service (CSR)Nia Ferrell
- Last activityAug 6
- SegmentGym
- StateNV
- Client since2023-11-06
Contacts
Decision makers on the account
Kai Thorne
Decision makerOwner / Founder
kai@keystonestrength.com · (836) 937-9835
Prefers Email
Open Tasks
Work required to advance this deal
- Open
Follow-Up — Term Life — 2026
Due Aug 23 · Follow-Ups Due
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