Open Opportunities
60
$1.51M estimated premium
Weighted Revenue
$105K
Probability-adjusted
Stalled
10
$33K at risk
Closing ≤ 30 Days
22
Expected close date inside a month
Hot Deals
1
IQ Score 80 or higher
Opportunity Pipeline
Drag a card between stages — each move prompts for the information that stage requires
Discovery
5Brightline Nutrition Co.
$102,50015% prob.
1d in stage · Renee Alvarez
Next: Request loss runs (Aug 14)
Trailhead Fitness Co.
$38,50015% prob.
9d in stage · Hugo Ferreira
Next: Request loss runs (Aug 11)
Windward Fitness Studio
$9,50015% prob.
5d in stage · Curtis Hale
Next: Request loss runs (Aug 20)
Novum Wellness Clinic
$4,50015% prob.
1d in stage · Naomi Chen
Next: Present carrier proposal (Aug 20)
Halcyon Recovery Studio
$20,00015% prob.
5d in stage · Elliot Pace
Next: Confirm bind order (Aug 22)
Quote Requested
13Brightline Nutrition Co.
$101,00030% prob.
1d in stage · Renee Alvarez
Next: Send coverage questionnaire (Aug 11)
Apex Performance Center
$134,00030% prob.
5d in stage · Dana Brooks
Next: Collect signed application (Aug 16)
Brightline Nutrition Co.
$115,00030% prob.
2d in stage · Renee Alvarez
Next: Call to introduce agency (Aug 7)
Meridian Movement Group
$12,50030% prob.
4d in stage · Priya Raman
Next: Request loss runs (Aug 19)
Prime Cadence Studio
$23,50030% prob.
5d in stage · Marcus Reed
Next: Send coverage questionnaire (Aug 7)
Elite Physique Coaching
$17,00030% prob.
5d in stage · Priya Raman
Next: Request loss runs (Aug 7)
Windward Fitness Studio
$21,50030% prob.
18d in stage · Curtis Hale
Next: Follow up on quote request (Aug 14)
Champion Athletics
$5,00030% prob.
4d in stage · Tobias Nguyen
Next: Confirm bind order (Aug 13)
Wrought Iron Gym
$19,00030% prob.
5d in stage · Bianca Solano
Next: Send coverage questionnaire (Aug 20)
Kinetic Health Collective
$22,50030% prob.
2d in stage · Naomi Chen
Next: Collect signed application (Aug 6)
Vitality Nutrition Group
$14,00030% prob.
1d in stage · Curtis Hale
Next: Confirm bind order (Aug 13)
Foundry Strength Works
$5,50030% prob.
1d in stage · Maya Lindqvist
Next: Confirm bind order (Aug 14)
Lakeshore Fitness Club
$13,00030% prob.
3d in stage · Kendall Boyd
Next: Confirm discovery meeting (Aug 10)
Quote Received
9Foundry Strength Works
$17,50045% prob.
2d in stage · Maya Lindqvist
Next: Request loss runs (Aug 15)
Champion Athletics
$21,00045% prob.
4d in stage · Tobias Nguyen
Next: Chase underwriting requirement (Aug 7)
Anvil Powerlifting
$8,00045% prob.
2d in stage · Alex Carter
Next: Confirm discovery meeting (Aug 21)
Champion Athletics
$19,50045% prob.
2d in stage · Tobias Nguyen
Next: Present carrier proposal (Aug 11)
Anvil Powerlifting
$17,50045% prob.
8d in stage · Alex Carter
Next: Confirm discovery meeting (Aug 28)
Blue Ridge Barbell
$5,50045% prob.
2d in stage · Roman Petrov
Next: Follow up on quote request (Aug 19)
Momentum Movement Studio
$2,50045% prob.
5d in stage · Sarah Mitchell
Next: Chase underwriting requirement (Aug 12)
Proposal Presented
7Sequoia Wellness Center
$11,00055% prob.
6d in stage · Jordan Ellis
Next: Send coverage questionnaire (Aug 20)
Momentum Movement Studio
$39,50055% prob.
21d in stage · Sarah Mitchell
Next: Call to introduce agency (Aug 19)
Kinetic Health Collective
$21,00055% prob.
5d in stage · Naomi Chen
Next: Chase underwriting requirement (Aug 11)
Vitality Nutrition Group
$22,50055% prob.
1d in stage · Curtis Hale
Next: Schedule benefits review (Aug 14)
Keystone Strength Co.
$5,00055% prob.
1d in stage · Dana Brooks
Next: Present carrier proposal (Aug 28)
Redline Conditioning
$24,00055% prob.
4d in stage · Simone Wexler
Next: Call to introduce agency (Aug 11)
Sequoia Wellness Center
$14,50055% prob.
11d in stage · Jordan Ellis
Next: Schedule benefits review (Aug 9)
Client Reviewing
3Vitality Nutrition Group
$15,00060% prob.
23d in stage · Curtis Hale
Highpoint Athletics
$4,50060% prob.
5d in stage · Grant Whitaker
Next: Confirm bind order (Aug 29)
Application Started
3Halcyon Recovery Studio
$16,00070% prob.
11d in stage · Elliot Pace
Next: Send coverage questionnaire (Aug 10)
Elite Physique Coaching
$13,00070% prob.
5d in stage · Priya Raman
Next: Collect signed application (Aug 24)
Application Submitted
8Redline Conditioning
$6,50078% prob.
2d in stage · Simone Wexler
Next: Call to introduce agency (Aug 24)
Anvil Powerlifting
$11,50078% prob.
4d in stage · Alex Carter
Next: Confirm bind order (Aug 25)
Blue Ridge Barbell
$31,50078% prob.
17d in stage · Roman Petrov
Next: Present carrier proposal (Aug 8)
Everline Fitness
$15,50078% prob.
1d in stage · Tobias Nguyen
Next: Confirm discovery meeting (Aug 11)
Trailhead Fitness Co.
$11,00078% prob.
5d in stage · Hugo Ferreira
Next: Schedule benefits review (Aug 28)
Keystone Strength Co.
$11,00078% prob.
15d in stage · Dana Brooks
Coastline Fitness Group
$26,00078% prob.
5d in stage · Devin Wallace
Next: Present carrier proposal (Aug 26)
Coastline Fitness Group
$5,50078% prob.
5d in stage · Devin Wallace
Next: Call to introduce agency (Aug 20)
Underwriting
1Elite Physique Coaching
$5,50085% prob.
4d in stage · Priya Raman
Next: Confirm discovery meeting (Aug 25)
Approved
5Apex Performance Center
$125,50093% prob.
1d in stage · Dana Brooks
Next: Present carrier proposal (Aug 19)
Aurora Movement Clinic
$11,00093% prob.
3d in stage · Camille Foster
Next: Send coverage questionnaire (Aug 7)
Novum Wellness Clinic
$17,50093% prob.
12d in stage · Naomi Chen
Next: Follow up on quote request (Aug 29)
Highpoint Athletics
$14,00093% prob.
4d in stage · Grant Whitaker
Next: Send coverage questionnaire (Aug 16)
Coastline Fitness Group
$21,00093% prob.
4d in stage · Devin Wallace
Next: Collect signed application (Aug 15)
Bound
6Lakeshore Fitness Club
$42,50097% prob.
19d in stage · Kendall Boyd
Next: Collect signed application (Aug 26)
Wrought Iron Gym
$16,00097% prob.
5d in stage · Bianca Solano
Next: Request loss runs (Aug 20)
Momentum Movement Studio
$19,50097% prob.
2d in stage · Sarah Mitchell
Next: Schedule benefits review (Aug 16)
Meridian Movement Group
$37,50097% prob.
6d in stage · Priya Raman
Next: Request loss runs (Aug 25)
Halcyon Recovery Studio
$9,50097% prob.
2d in stage · Elliot Pace
Next: Present carrier proposal (Aug 13)
Aurora Movement Clinic
$26,50097% prob.
5d in stage · Camille Foster
Next: Follow up on quote request (Aug 25)
Stalled Deal Detection
Opportunities that have exceeded the expected time in their current stage
- Short-Term Medical — 2026
Vitality Nutrition Group · Client Reviewing · owner Curtis Hale
23d in stage (7d target)$2,415 - Buy-Sell Funding — 2026
Momentum Movement Studio · Proposal Presented · owner Sarah Mitchell
21d in stage (7d target)$6,913 - Retirement / 401(k) — 2026
Windward Fitness Studio · Quote Requested · owner Curtis Hale
18d in stage (7d target)$3,354 - Business Owners Policy — 2026
Blue Ridge Barbell · Application Submitted · owner Roman Petrov
17d in stage (7d target)$3,087 - Sports Accident — 2026
Keystone Strength Co. · Application Submitted · owner Dana Brooks
15d in stage (7d target)$1,782 - Group Life — 2026
Halcyon Recovery Studio · Application Started · owner Elliot Pace
11d in stage (5d target)$1,744 - Key Person Life — 2026
Lakeshore Fitness Club · Bound · owner Kendall Boyd
19d in stage (14d target)$3,995 - Group Dental — 2026
Sequoia Wellness Center · Proposal Presented · owner Jordan Ellis
11d in stage (7d target)$2,190 - Commercial Auto — 2026
Anvil Powerlifting · Quote Received · owner Alex Carter
8d in stage (5d target)$3,063 - Retirement / 401(k) — 2026
Trailhead Fitness Co. · Discovery · owner Hugo Ferreira
9d in stage (7d target)$4,197