Stage
Lost
1d in stage · 14d target
Est. Premium
$27,500
Annualized
Est. Revenue
$2,998
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jul 12
-30 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 engagement14/20
- Premium size5/15
- Close timing6/10
- Data completeness9/10
Quotes
Carrier quotes attached to this opportunity
- Cardinal Underwriters
- Premium
- $31,900
- Est. Commission
- $3,477
- Expires
- Sep 10
- 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 MeetingAug 8
Reviewed payroll classification for workers comp.
Requested more time
- EmailAug 7
Reviewed payroll classification for workers comp.
No answer
Account
Client and ownership detail
- ClientSequoia Wellness Center
- CarrierCardinal Underwriters
- ProductGeneral Liability
- ProducerJordan Ellis
- Service (CSR)Unassigned
- Last activityAug 8
- SegmentSupplement Company
- StateMA
- Client since2024-12-17
Contacts
Decision makers on the account
Simone Whitfield
Decision makerOwner / Founder
simone@sequoiawellnessc.com · (801) 869-5129
Prefers Phone
Priya Hollis
Decision makerCFO
priya@sequoiawellnessc.com · (649) 726-7673
Prefers Phone
Elena Winslow
General Manager
elena@sequoiawellnessc.com · (674) 755-5083
Prefers Phone
Open Tasks
Work required to advance this deal
- No open tasks.
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4 more open with this client
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