Stage
Lost
14d in stage · 14d target
Est. Premium
$6,000
Annualized
Est. Revenue
$936
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jul 9
-33 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 engagement17/20
- Premium size1/15
- Close timing6/10
- Data completeness6/10
Quotes
Carrier quotes attached to this opportunity
- Harborview Health
- Premium
- $6,600
- Est. Commission
- $1,030
- 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
- Phone CallMay 13
Sent proposal summary and comparison sheet.
Requested more time
Account
Client and ownership detail
- ClientNovum Wellness Clinic
- CarrierHarborview Health
- ProductAccident Indemnity
- ProducerNaomi Chen
- Service (CSR)Unassigned
- Last activityAug 11
- SegmentGym
- StatePA
- Client since2020-10-30
Contacts
Decision makers on the account
Yvette Rhodes
Decision makerOwner / Founder
yvette@novumwellnesscli.com · (498) 303-3512
Prefers Text
Jared Vance
General Manager
jared@novumwellnesscli.com · (755) 661-5618
Prefers Phone
Yvette Lombard
General Manager
yvette@novumwellnesscli.com · (301) 598-8248
Prefers Phone
Open Tasks
Work required to advance this deal
- Open
Follow-Up — Accident Indemnity — 2026
Due Aug 23 · Pending Client Decisions
Other Opportunities
3 more open with this client
- Term Life — 2026$4,500
- Key Person Life — 2026$17,500
- Term Life — 2026$6,500