Stage
Lost
7d in stage · 14d target
Est. Premium
$30,500
Annualized
Est. Revenue
$4,911
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jun 30
-42 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 engagement17/20
- Premium size5/15
- Close timing6/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
- Peak Mutual
- Premium
- $29,500
- Est. Commission
- $5,163
- Expires
- Sep 4
- 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
- SMSAug 11
Confirmed effective date expectations.
Left voicemail
Account
Client and ownership detail
- ClientVitality Nutrition Group
- CarrierSterling Assurance
- ProductBuy-Sell Funding
- ProducerCurtis Hale
- Service (CSR)Unassigned
- Last activityAug 10
- SegmentPersonal Trainer
- StateNC
- Client since2021-02-03
Contacts
Decision makers on the account
Lena Thorne
Decision makerOwner / Founder
lena@vitalitynutritio.com · (935) 284-5716
Prefers Email
Andre Quintero
Decision makerCFO
andre@vitalitynutritio.com · (317) 896-7440
Prefers Text
Open Tasks
Work required to advance this deal
- Open
Follow-Up — Buy-Sell Funding — 2026
Due Aug 22 · Follow-Ups Due
Other Opportunities
4 more open with this client
- Short-Term Medical — 2026$15,000
- Group Vision — 2026$14,000
- Disability Income — 2026$22,500
- Indexed Universal Life — 2026$21,000