Stage
Lost
3d in stage · 14d target
Est. Premium
$20,500
Annualized
Est. Revenue
$2,235
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jun 27
-45 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 recency8/20
- Client engagement11/20
- Premium size3/15
- Close timing6/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
- Cardinal Underwriters
- Premium
- $20,200
- Est. Commission
- $2,202
- Expires
- Sep 14
- 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
- Video MeetingJul 17
Sent proposal summary and comparison sheet.
Information sent
- Follow-UpMay 23
Sent proposal summary and comparison sheet.
Documents received
Account
Client and ownership detail
- ClientMeridian Movement Group
- CarrierCardinal Underwriters
- ProductCommercial Property
- ProducerPriya Raman
- Service (CSR)Nia Ferrell
- Last activityAug 2
- SegmentBodybuilder
- StateCA
- Client since2025-10-29
Contacts
Decision makers on the account
Elena Prescott
Decision makerOwner / Founder
elena@meridianmovement.com · (488) 625-6631
Prefers In Person
Open Tasks
Work required to advance this deal
- Open
Cross-Sell Outreach — Commercial Property — 2026
Due Aug 23 · Cross-Sell Opportunities
- Open
Submit Application — Commercial Property — 2026
Due Aug 23 · Applications Incomplete
Other Opportunities
4 more open with this client
- Product Liability — 2026$37,500
- Hospital Indemnity — 2026$12,500
- Commercial Property — 2026$49,000
- Event Liability — 2026$13,000