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Business Owners Policy — 2026

Champion Athletics · OPP-000102 · created Jul 21

LowIQ 0

Stage

Lost

2d in stage · 14d target

Est. Premium

$27,500

Annualized

Est. Revenue

$4,153

0% close probability

Weighted Revenue

$0

Probability-adjusted

Expected Close

Jul 24

-18 days from today

Stage Progression

Advance the opportunity through the sales workflow

  1. Discovery
  2. Quote Requested
  3. Quote Received
  4. Proposal Presented
  5. Client Reviewing
  6. Application Started
  7. Application Submitted
  8. Underwriting
  9. Approved
  10. Bound
  11. Issued

IQ Score composition

  • Stage progression29/25
  • Activity recency20/20
  • Client engagement18/20
  • Premium size5/15
  • Close timing6/10
  • Data completeness9/10

Quotes

Carrier quotes attached to this opportunity

  • Cardinal Underwriters
    Premium
    $25,900
    Est. Commission
    $2,823
    Expires
    Sep 10
    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 CallJul 13

    Reviewed payroll classification for workers comp.

    Meeting scheduled

  • Document RequestMay 30

    Sent proposal summary and comparison sheet.

    Information sent

Account

Client and ownership detail

  • ClientChampion Athletics
  • CarrierVanguard Fitness Risk
  • ProductBusiness Owners Policy
  • ProducerTobias Nguyen
  • Service (CSR)Unassigned
  • Last activityAug 11
  • SegmentGym
  • StatePA
  • Client since2023-07-30

Contacts

Decision makers on the account

  • Omar Lombard

    Decision maker

    Owner / Founder

    omar@championathletic.com · (396) 461-3429

    Prefers In Person

  • Andre Grayson

    Decision maker

    HR Manager

    andre@championathletic.com · (855) 924-1115

    Prefers Phone

  • Elena Jansen

    General Manager

    elena@championathletic.com · (930) 909-2077

    Prefers Email

Open Tasks

Work required to advance this deal

  • Follow-Up — Business Owners Policy — 2026

    Due Aug 4 · Overdue Activities

    Overdue

Other Opportunities

4 more open with this client