Stage
Lost
17d in stage · 14d target
Est. Premium
$12,000
Annualized
Est. Revenue
$1,872
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jun 13
-59 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 engagement17/20
- Premium size2/15
- Close timing6/10
- Data completeness10/10
Quotes
Carrier quotes attached to this opportunity
- Apex Specialty
- Premium
- $12,700
- Est. Commission
- $2,057
- Expires
- Aug 18
- Status
- Expired
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 CallJun 25
Discussed coverage gaps and current carrier pricing.
Left voicemail
- Video MeetingMay 14
Left a message with the front desk.
Connected
Account
Client and ownership detail
- ClientWindward Fitness Studio
- CarrierHarborview Health
- ProductHospital Indemnity
- ProducerCurtis Hale
- Service (CSR)Nia Ferrell
- Last activityJul 22
- SegmentGym
- StateWA
- Client since2022-11-06
Contacts
Decision makers on the account
Camille Sandoval
Decision makerOwner / Founder
camille@windwardfitnesss.com · (515) 371-9128
Prefers In Person
Tasha Thorne
Benefits Administrator
tasha@windwardfitnesss.com · (716) 659-7897
Prefers Email
Andre Oyelaran
Decision makerBenefits Administrator
andre@windwardfitnesss.com · (286) 929-1139
Prefers Phone
Open Tasks
Work required to advance this deal
- Open
Follow-Up — Hospital Indemnity — 2026
Due Aug 18 · Pending Client Decisions
Other Opportunities
3 more open with this client
- Retirement / 401(k) — 2026$21,500
- Group Life — 2026$9,500
- Workers Compensation — 2026$26,500