Stage
Lost
5d in stage · 14d target
Est. Premium
$14,000
Annualized
Est. Revenue
$2,114
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jul 14
-28 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 engagement19/20
- Premium size2/15
- Close timing6/10
- Data completeness9/10
Quotes
Carrier quotes attached to this opportunity
- Peak Mutual
- Premium
- $13,500
- Est. Commission
- $2,363
- Expires
- Aug 30
- 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
- EmailJun 1
Confirmed effective date expectations.
Meeting scheduled
Account
Client and ownership detail
- ClientMomentum Movement Studio
- CarrierVanguard Fitness Risk
- ProductAbuse & Molestation
- ProducerSarah Mitchell
- Service (CSR)Nia Ferrell
- Last activityAug 6
- SegmentBodybuilder
- StateMA
- Client since2023-01-21
Contacts
Decision makers on the account
Lena Faulkner
Decision makerOwner / Founder
lena@momentummovement.com · (403) 889-5569
Prefers Phone
Ingrid Vance
HR Manager
ingrid@momentummovement.com · (881) 350-8812
Prefers Phone
Open Tasks
Work required to advance this deal
- Open
Follow-Up — Abuse & Molestation — 2026
Due Aug 23 · Follow-Ups Due
- Open
Underwriting Requirement — Abuse & Molestation — 2026
Due Aug 23 · Underwriting Requirements
Other Opportunities
4 more open with this client
- Final Expense — 2026$2,500
- Cyber Liability — 2026$19,500
- Buy-Sell Funding — 2026$39,500
- Equipment Breakdown — 2026$8,500