Stage
Lost
12d in stage · 14d target
Est. Premium
$24,000
Annualized
Est. Revenue
$4,200
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jul 21
-21 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 size4/15
- Close timing6/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
- Cardinal Underwriters
- Premium
- $23,500
- Est. Commission
- $2,562
- Expires
- Aug 29
- 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
- Follow-UpJul 28
Reviewed payroll classification for workers comp.
Information sent
- Phone CallJun 13
Client requested a follow-up after their board meeting.
Documents received
Account
Client and ownership detail
- ClientCoastline Fitness Group
- CarrierPeak Mutual
- ProductUmbrella / Excess
- ProducerDevin Wallace
- Service (CSR)Unassigned
- Last activityJul 28
- SegmentFitness Influencer
- StateCA
- Client since2024-12-04
Contacts
Decision makers on the account
Grant Mercer
Decision makerOwner / Founder
grant@coastlinefitness.com · (575) 720-6080
Prefers Email
Yvette Mercer
General Manager
yvette@coastlinefitness.com · (778) 660-9462
Prefers In Person
Open Tasks
Work required to advance this deal
- Open
Underwriting Requirement — Umbrella / Excess — 2026
Due Aug 15 · Underwriting Requirements
Other Opportunities
4 more open with this client
- Group Dental — 2026$21,000
- General Liability — 2026$26,000
- Final Expense — 2026$5,500
- Professional Liability — 2026$6,500