Stage
Lost
3d in stage · 14d target
Est. Premium
$20,500
Annualized
Est. Revenue
$3,096
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jul 31
-11 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 recency14/20
- Client engagement13/20
- Premium size3/15
- Close timing10/10
- Data completeness8/10
Quotes
Carrier quotes attached to this opportunity
- Northgate Indemnity
- Premium
- $23,200
- Est. Commission
- $2,320
- Expires
- Sep 11
- 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 RequestJun 13
Client requested a follow-up after their board meeting.
No answer
Account
Client and ownership detail
- ClientElite Physique Coaching
- CarrierVanguard Fitness Risk
- ProductCommercial Property
- ProducerPriya Raman
- Service (CSR)Unassigned
- Last activityAug 7
- SegmentBodybuilder
- StatePA
- Client since2023-06-20
Contacts
Decision makers on the account
Damon Sandoval
Decision makerOwner / Founder
damon@elitephysiquecoa.com · (430) 579-2815
Prefers Text
Devon Sandoval
Owner / Founder
devon@elitephysiquecoa.com · (775) 708-5035
Prefers In Person
Tasha Ivers
Decision makerGeneral Manager
tasha@elitephysiquecoa.com · (525) 305-4138
Prefers Text
Open Tasks
Work required to advance this deal
- Open
Follow-Up — Commercial Property — 2026
Due Aug 15 · Pending Client Decisions
- Open
Follow-Up — Commercial Property — 2026
Due Aug 22 · Follow-Ups Due
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