Stage
Lost
2d in stage · 14d target
Est. Premium
$30,500
Annualized
Est. Revenue
$4,606
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jul 10
-32 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 recency20/20
- Client engagement15/20
- Premium size5/15
- Close timing6/10
- Data completeness9/10
Quotes
Carrier quotes attached to this opportunity
- Momentum Benefits
- Premium
- $37,600
- Est. Commission
- $5,866
- Expires
- Sep 7
- 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
- Video MeetingJul 30
Discussed coverage gaps and current carrier pricing.
Information sent
- NoteJul 1
Confirmed effective date expectations.
Documents received
Account
Client and ownership detail
- ClientFoundry Strength Works
- CarrierVanguard Fitness Risk
- ProductRetirement / 401(k)
- ProducerMaya Lindqvist
- Service (CSR)Tobias Reyn
- Last activityAug 8
- SegmentPersonal Trainer
- StatePA
- Client since2024-09-05
Contacts
Decision makers on the account
Lena Mercer
Decision makerOwner / Founder
lena@foundrystrengthw.com · (305) 614-4647
Prefers In Person
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Retirement / 401(k) — 2026
Due Aug 7 · Overdue Activities
- Open
Underwriting Requirement — Retirement / 401(k) — 2026
Due Aug 18 · Underwriting Requirements
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