Stage
Lost
3d in stage · 14d target
Est. Premium
$33,500
Annualized
Est. Revenue
$3,652
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jun 19
-53 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 size6/15
- Close timing6/10
- Data completeness10/10
Quotes
Carrier quotes attached to this opportunity
- Cardinal Underwriters
- Premium
- $36,500
- Est. Commission
- $3,979
- Expires
- Sep 18
- 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
- EmailJul 10
Reviewed payroll classification for workers comp.
Meeting scheduled
Account
Client and ownership detail
- ClientBlue Ridge Barbell
- CarrierCardinal Underwriters
- ProductRetirement / 401(k)
- ProducerRoman Petrov
- Service (CSR)Unassigned
- Last activityAug 8
- SegmentPersonal Trainer
- StateTX
- Client since2020-09-18
Contacts
Decision makers on the account
Kelsey Cortez
Decision makerOwner / Founder
kelsey@blueridgebarbell.com · (417) 719-8859
Prefers Phone
Simone Oyelaran
Decision makerBusiness Partner
simone@blueridgebarbell.com · (609) 575-6838
Prefers In Person
Jared Jansen
Benefits Administrator
jared@blueridgebarbell.com · (545) 338-1656
Prefers In Person
Open Tasks
Work required to advance this deal
- Open
Follow-Up — Retirement / 401(k) — 2026
Due Aug 12 · Follow-Ups Due
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