Stage
Lost
5d in stage · 14d target
Est. Premium
$14,500
Annualized
Est. Revenue
$2,538
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Aug 6
-5 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 size2/15
- Close timing10/10
- Data completeness9/10
Quotes
Carrier quotes attached to this opportunity
- Apex Specialty
- Premium
- $14,700
- Est. Commission
- $2,381
- Expires
- Aug 16
- Status
- Received
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 15
Reviewed payroll classification for workers comp.
Meeting scheduled
Account
Client and ownership detail
- ClientAurora Movement Clinic
- CarrierPeak Mutual
- ProductProduct Liability
- ProducerCamille Foster
- Service (CSR)Unassigned
- Last activityAug 9
- SegmentGym
- StateNV
- Client since2021-01-16
Contacts
Decision makers on the account
Noelle Grayson
Decision makerOwner / Founder
noelle@auroramovementcl.com · (404) 208-4076
Prefers In Person
Colin Mercer
Owner / Founder
colin@auroramovementcl.com · (842) 984-2246
Prefers Phone
Open Tasks
Work required to advance this deal
- No open tasks.
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