Stage
Lost
5d in stage · 14d target
Est. Premium
$12,000
Annualized
Est. Revenue
$1,128
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jul 17
-25 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 engagement10/20
- Premium size2/15
- Close timing6/10
- Data completeness8/10
Quotes
Carrier quotes attached to this opportunity
- Summit Life
- Premium
- $13,400
- Est. Commission
- $1,260
- Expires
- Sep 3
- 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
- NoteJul 1
Left a message with the front desk.
No answer
Account
Client and ownership detail
- ClientTrailhead Fitness Co.
- CarrierSummit Life
- ProductTerm Life
- ProducerHugo Ferreira
- Service (CSR)Unassigned
- Last activityAug 9
- SegmentHealth Professional
- StateTN
- Client since2025-08-21
Contacts
Decision makers on the account
Rex Cortez
Decision makerOwner / Founder
rex@trailheadfitness.com · (952) 347-1814
Prefers Text
Simone Cortez
Owner / Founder
simone@trailheadfitness.com · (689) 351-7071
Prefers Email
Omar Delgado
HR Manager
omar@trailheadfitness.com · (475) 934-6668
Prefers Email
Open Tasks
Work required to advance this deal
- Open
Cross-Sell Outreach — Term Life — 2026
Due Aug 22 · Cross-Sell Opportunities
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