Stage
Lost
4d in stage · 14d target
Est. Premium
$10,500
Annualized
Est. Revenue
$1,145
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Aug 6
-5 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 recency8/20
- Client engagement19/20
- Premium size2/15
- Close timing10/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
- Northgate Indemnity
- Premium
- $8,700
- Est. Commission
- $870
- Expires
- Sep 19
- 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
- EmailJul 30
Confirmed effective date expectations.
Information sent
Account
Client and ownership detail
- ClientAnvil Powerlifting
- CarrierCardinal Underwriters
- ProductCyber Liability
- ProducerAlex Carter
- Service (CSR)Marcus Ellery
- Last activityAug 2
- SegmentGym
- StatePA
- Client since2025-03-16
Contacts
Decision makers on the account
Ingrid Ellison
Decision makerOwner / Founder
ingrid@anvilpowerliftin.com · (731) 316-8532
Prefers In Person
Lena Yates
Benefits Administrator
lena@anvilpowerliftin.com · (811) 960-6092
Prefers Email
Open Tasks
Work required to advance this deal
- Open
Follow-Up — Cyber Liability — 2026
Due Aug 16 · Pending Client Decisions
Other Opportunities
4 more open with this client
- Final Expense — 2026$8,000
- Short-Term Medical — 2026$11,500
- Commercial Auto — 2026$17,500
- Term Life — 2026$14,500