Stage
Lost
8d in stage · 14d target
Est. Premium
$27,500
Annualized
Est. Revenue
$2,695
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jun 22
-50 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 engagement17/20
- Premium size5/15
- Close timing6/10
- Data completeness8/10
Quotes
Carrier quotes attached to this opportunity
- Apex Specialty
- Premium
- $22,700
- Est. Commission
- $3,677
- Expires
- Aug 9
- Status
- Expired
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 18
Left a message with the front desk.
Left voicemail
Account
Client and ownership detail
- ClientBrightline Nutrition Co.
- CarrierTitan Commercial
- ProductCommercial Auto
- ProducerRenee Alvarez
- Service (CSR)Marcus Ellery
- Last activityAug 7
- SegmentGym
- StateCA
- Client since2024-04-30
Contacts
Decision makers on the account
Colin Thorne
Decision makerOwner / Founder
colin@brightlinenutrit.com · (424) 584-4818
Prefers In Person
Rosa Grayson
Owner / Founder
rosa@brightlinenutrit.com · (397) 373-5152
Prefers Text
Bianca Hollis
CFO
bianca@brightlinenutrit.com · (831) 825-1216
Prefers Phone
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Commercial Auto — 2026
Due Aug 4 · Overdue Activities
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