Stage
Lost
3d in stage · 14d target
Est. Premium
$7,000
Annualized
Est. Revenue
$1,057
0% close probability
Weighted Revenue
$0
Probability-adjusted
Expected Close
Jul 29
-13 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 engagement19/20
- Premium size1/15
- Close timing10/10
- Data completeness8/10
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 16
Left a message with the front desk.
Connected
Account
Client and ownership detail
- ClientEverline Fitness
- CarrierVanguard Fitness Risk
- ProductGroup Life
- ProducerTobias Nguyen
- Service (CSR)Unassigned
- Last activityJul 26
- SegmentFitness Event
- StateCA
- Client since2025-08-10
Contacts
Decision makers on the account
Pierce Brennan
Decision makerOwner / Founder
pierce@everlinefitness.com · (503) 430-5453
Prefers Email
Open Tasks
Work required to advance this deal
- Open
Follow-Up — Group Life — 2026
Due Aug 22 · Follow-Ups Due
Other Opportunities
4 more open with this client
- General Liability — 2026$15,500
- Business Owners Policy — 2026$30,500
- Product Liability — 2026$48,500
- Retirement / 401(k) — 2026$45,000