Stage
Lost
5d in stage · 14d target
Est. Premium
$45,500
Annualized
Est. Revenue
$7,326
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Aug 7
-4 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 engagement12/20
- Premium size8/15
- Close timing10/10
- Data completeness10/10
Quotes
Carrier quotes attached to this opportunity
- Sterling Assurance
- Premium
- $44,500
- Est. Commission
- $7,165
- Expires
- Aug 15
- Status
- Presented
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
- MeetingAug 1
Left a message with the front desk.
Requested more time
- Video MeetingMay 15
Reviewed payroll classification for workers comp.
Requested more time
Account
Client and ownership detail
- ClientRedline Conditioning
- CarrierSterling Assurance
- ProductKey Person Life
- ProducerSimone Wexler
- Service (CSR)Unassigned
- Last activityAug 8
- SegmentFitness Event
- StateTX
- Client since2021-07-14
Contacts
Decision makers on the account
Damon Quintero
Decision makerOwner / Founder
damon@redlinecondition.com · (241) 257-5081
Prefers Email
Jared Delgado
Owner / Founder
jared@redlinecondition.com · (221) 597-9443
Prefers In Person
Open Tasks
Work required to advance this deal
- Open
Present Proposal — Key Person Life — 2026
Due Aug 17 · Quotes Expiring
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