Stage
Lost
5d in stage · 14d target
Est. Premium
$9,500
Annualized
Est. Revenue
$1,482
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jul 28
-14 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 engagement11/20
- Premium size2/15
- Close timing10/10
- Data completeness8/10
Quotes
Carrier quotes attached to this opportunity
- Momentum Benefits
- Premium
- $8,800
- Est. Commission
- $1,373
- Expires
- Aug 22
- 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
- EmailJun 18
Discussed coverage gaps and current carrier pricing.
Meeting scheduled
Account
Client and ownership detail
- ClientApex Performance Center
- CarrierMomentum Benefits
- ProductSports Accident
- ProducerDana Brooks
- Service (CSR)Unassigned
- Last activityAug 11
- SegmentGym
- StateAZ
- Client since2021-12-31
Contacts
Decision makers on the account
Dana Prescott
Decision makerOwner / Founder
dana@apexperformancec.com · (297) 864-2732
Prefers Phone
Ingrid Quintero
General Manager
ingrid@apexperformancec.com · (268) 358-9676
Prefers Phone
Open Tasks
Work required to advance this deal
- Open
Underwriting Requirement — Sports Accident — 2026
Due Aug 13 · Underwriting Requirements
Other Opportunities
3 more open with this client
- Group Health — 2026$134,000
- Group Health — 2026$125,500
- Group Dental — 2026$21,500