Stage
Lost
5d in stage · 14d target
Est. Premium
$6,000
Annualized
Est. Revenue
$972
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jun 19
-53 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 engagement16/20
- Premium size1/15
- Close timing6/10
- Data completeness9/10
Quotes
Carrier quotes attached to this opportunity
- Apex Specialty
- Premium
- $7,400
- Est. Commission
- $1,199
- Expires
- Sep 7
- 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
- SMSJun 21
Confirmed effective date expectations.
Requested more time
Account
Client and ownership detail
- ClientKinetic Health Collective
- CarrierApex Specialty
- ProductShort-Term Medical
- ProducerNaomi Chen
- Service (CSR)Unassigned
- Last activityAug 6
- SegmentSupplement Company
- StateNC
- Client since2022-01-23
Contacts
Decision makers on the account
Kelsey Rhodes
Decision makerOwner / Founder
kelsey@kinetichealthcol.com · (272) 860-1367
Prefers Email
Bryce Winslow
CFO
bryce@kinetichealthcol.com · (764) 539-3785
Prefers In Person
Open Tasks
Work required to advance this deal
- Open
Present Proposal — Short-Term Medical — 2026
Due Aug 20 · Quotes Expiring
Other Opportunities
4 more open with this client
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- Indexed Universal Life — 2026$22,500
- Product Liability — 2026$21,000
- Group Life — 2026$15,500