Stage
Lost
3d in stage · 14d target
Est. Premium
$10,000
Annualized
Est. Revenue
$1,750
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jun 25
-47 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 engagement12/20
- Premium size2/15
- Close timing6/10
- Data completeness8/10
Quotes
Carrier quotes attached to this opportunity
- Vanguard Fitness Risk
- Premium
- $9,500
- Est. Commission
- $1,435
- Expires
- Sep 9
- 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
- Document RequestJun 10
Confirmed effective date expectations.
Information sent
- Follow-UpMay 26
Reviewed payroll classification for workers comp.
Information sent
Account
Client and ownership detail
- ClientWrought Iron Gym
- CarrierPeak Mutual
- ProductProfessional Liability
- ProducerBianca Solano
- Service (CSR)Bethany Cole
- Last activityAug 8
- SegmentGym
- StateCO
- Client since2025-12-22
Contacts
Decision makers on the account
Rex Jansen
Decision makerOwner / Founder
rex@wroughtirongym.com · (267) 202-8445
Prefers Email
Open Tasks
Work required to advance this deal
- Open
Follow-Up — Professional Liability — 2026
Due Aug 17 · Pending Client Decisions
Other Opportunities
4 more open with this client
- Voluntary Benefits — 2026$19,000
- Indexed Universal Life — 2026$16,000
- Umbrella / Excess — 2026$15,500
- Umbrella / Excess — 2026$9,000