Stage
Lost
3d in stage · 14d target
Est. Premium
$13,000
Annualized
Est. Revenue
$1,274
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Aug 9
-2 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 recency4/20
- Client engagement18/20
- Premium size2/15
- 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
- Document RequestJul 13
Left a message with the front desk.
Information sent
Account
Client and ownership detail
- ClientMeridian Movement Group
- CarrierTitan Commercial
- ProductEvent Liability
- ProducerPriya Raman
- Service (CSR)Unassigned
- Last activityJul 24
- SegmentBodybuilder
- StateCA
- Client since2025-10-29
Contacts
Decision makers on the account
Elena Prescott
Decision makerOwner / Founder
elena@meridianmovement.com · (488) 625-6631
Prefers In Person
Open Tasks
Work required to advance this deal
- Open
Submit Application — Event Liability — 2026
Due Aug 15 · Applications Incomplete
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