Stage
Lost
2d in stage · 14d target
Est. Premium
$5,000
Annualized
Est. Revenue
$780
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jul 9
-33 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 engagement19/20
- Premium size1/15
- Close timing6/10
- Data completeness9/10
Quotes
Carrier quotes attached to this opportunity
- Vanguard Fitness Risk
- Premium
- $5,800
- Est. Commission
- $876
- 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
- TaskJul 15
Reviewed payroll classification for workers comp.
Connected
Account
Client and ownership detail
- ClientHighpoint Athletics
- CarrierMomentum Benefits
- ProductGroup Vision
- ProducerGrant Whitaker
- Service (CSR)Bethany Cole
- Last activityAug 8
- SegmentBodybuilder
- StateNV
- Client since2025-06-02
Contacts
Decision makers on the account
Lena Sandoval
Decision makerOwner / Founder
lena@highpointathleti.com · (905) 386-9546
Prefers Email
Rex Delgado
Business Partner
rex@highpointathleti.com · (795) 681-9202
Prefers Phone
Open Tasks
Work required to advance this deal
- Overdue
Follow-Up — Group Vision — 2026
Due Aug 7 · Overdue Activities
- Open
Underwriting Requirement — Group Vision — 2026
Due Aug 24 · Underwriting Requirements
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