Stage
Lost
1d in stage · 14d target
Est. Premium
$4,000
Annualized
Est. Revenue
$700
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jul 26
-16 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 engagement14/20
- Premium size1/15
- Close timing6/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
- Titan Commercial
- Premium
- $4,400
- Est. Commission
- $431
- Expires
- Sep 20
- 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
- Phone CallMay 29
Confirmed effective date expectations.
Meeting scheduled
Account
Client and ownership detail
- ClientHalcyon Recovery Studio
- CarrierPeak Mutual
- ProductAbuse & Molestation
- ProducerElliot Pace
- Service (CSR)Unassigned
- Last activityJul 28
- SegmentGym
- StateWA
- Client since2021-08-01
Contacts
Decision makers on the account
Marcus Quintero
Decision makerOwner / Founder
marcus@halcyonrecoverys.com · (330) 492-2679
Prefers Email
Ingrid Sandoval
Decision makerGeneral Manager
ingrid@halcyonrecoverys.com · (583) 698-4084
Prefers Text
Grant Rhodes
HR Manager
grant@halcyonrecoverys.com · (928) 753-9601
Prefers Phone
Open Tasks
Work required to advance this deal
- Open
Present Proposal — Abuse & Molestation — 2026
Due Aug 19 · Quotes Expiring
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