Stage
Lost
1d in stage · 14d target
Est. Premium
$7,000
Annualized
Est. Revenue
$1,092
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jul 28
-14 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 recency8/20
- Client engagement10/20
- Premium size1/15
- Close timing10/10
- Data completeness7/10
Quotes
Carrier quotes attached to this opportunity
No quotes requested yet.
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
- NoteJul 5
Client requested a follow-up after their board meeting.
Left voicemail
Account
Client and ownership detail
- ClientLakeshore Fitness Club
- CarrierMomentum Benefits
- ProductDisability Income
- ProducerKendall Boyd
- Service (CSR)Unassigned
- Last activityJul 28
- SegmentGym
- StateTN
- Client since2025-10-12
Contacts
Decision makers on the account
Kai Lombard
Decision makerOwner / Founder
kai@lakeshorefitness.com · (230) 438-3299
Prefers Text
Jared Mercer
CFO
jared@lakeshorefitness.com · (386) 301-7933
Prefers In Person
Open Tasks
Work required to advance this deal
- Open
Submit Application — Disability Income — 2026
Due Aug 18 · Applications Incomplete
Other Opportunities
4 more open with this client
- Short-Term Medical — 2026$13,000
- Key Person Life — 2026$42,500
- Group Vision — 2026$14,000
- Retirement / 401(k) — 2026$28,500