Stage
Lost
3d in stage · 14d target
Est. Premium
$45,000
Annualized
Est. Revenue
$6,795
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jul 18
-24 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 engagement16/20
- Premium size8/15
- Close timing6/10
- Data completeness9/10
Quotes
Carrier quotes attached to this opportunity
- Harborview Health
- Premium
- $41,500
- Est. Commission
- $6,474
- Expires
- Sep 20
- 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
- Document RequestJul 17
Sent proposal summary and comparison sheet.
Left voicemail
Account
Client and ownership detail
- ClientEverline Fitness
- CarrierVanguard Fitness Risk
- ProductRetirement / 401(k)
- ProducerTobias Nguyen
- Service (CSR)Unassigned
- Last activityAug 8
- SegmentFitness Event
- StateCA
- Client since2025-08-10
Contacts
Decision makers on the account
Pierce Brennan
Decision makerOwner / Founder
pierce@everlinefitness.com · (503) 430-5453
Prefers Email
Open Tasks
Work required to advance this deal
- Open
Follow-Up — Retirement / 401(k) — 2026
Due Aug 19 · Pending Client Decisions
Other Opportunities
4 more open with this client
- General Liability — 2026$15,500
- Business Owners Policy — 2026$30,500
- Product Liability — 2026$48,500
- Group Life — 2026$7,000