Open Pipeline
$1.51M
60 open opportunities
Weighted Revenue
$105K
Probability-adjusted commission
New Leads
29
24 awaiting first contact
Stalled Value
$33K
10 deals past threshold
Lead Conversion
15.8%
Leads that became clients
Win Rate
45.2%
28 issued vs 34 lost
Avg Deal Size
$25,192
Estimated annual premium
Avg IQ Score
61
Across open pipeline
InsurFit IQ
Sales Intelligence
Prioritized signals from the pipeline, lead inbox and lost business
10 opportunities stalled past stage threshold
critical$32,740 of weighted revenue has not moved. The heaviest concentration is in Application Submitted.
Review stalled deals24 new leads awaiting first contact
warningLeads contacted inside 24 hours convert at roughly twice the rate of leads contacted after 72 hours.
Open lead inbox13 quotes expire within 10 days
pendingPresent or re-quote before expiration to avoid restarting underwriting.
Review quotesHighest-scoring opportunity: Key Person Life — 2026
successScore 83/100 with Bound stage momentum and an expected close in 24 days.
Open opportunityNo Response is the top loss reason
warning5 losses worth $102,000 in premium. 7 lost deals look recoverable.
Analyze lost businessSales Funnel
Lead through issued policy, with stage conversion
- Lead120 · 100% step
- Contacted95 · 79% step
- Qualified51 · 54% step
- Discovery88 · 173% step
- Quote Requested83 · 94% step
- Quote Received70 · 84% step
- Proposal Presented61 · 87% step
- Application51 · 84% step
- Underwriting40 · 78% step
- Bound34 · 85% step
- Issued28 · 82% step
Pipeline by Stage
Estimated premium in each open stage
Highest-Scoring Open Opportunities
Ranked by InsurFit IQ Opportunity Score
- Key Person Life — 2026
Lakeshore Fitness Club
- Stage
- Bound
- Est. Premium
- $42,500
- Est. Revenue
- $3,995
- IQ Score
- Stalled 5dIQ 83
- Group Health — 2026
Apex Performance Center
- Stage
- Approved
- Est. Premium
- $125,500
- Est. Revenue
- $13,680
- IQ Score
- IQ 79
- Cyber Liability — 2026
Aurora Movement Clinic
- Stage
- Approved
- Est. Premium
- $11,000
- Est. Revenue
- $1,100
- IQ Score
- IQ 78
- Key Person Life — 2026
Novum Wellness Clinic
- Stage
- Approved
- Est. Premium
- $17,500
- Est. Revenue
- $2,818
- IQ Score
- IQ 78
- Accident Indemnity — 2026
Elite Physique Coaching
- Stage
- Underwriting
- Est. Premium
- $5,500
- Est. Revenue
- $858
- IQ Score
- IQ 72
- Group Health — 2026
Brightline Nutrition Co.
- Stage
- Quote Requested
- Est. Premium
- $101,000
- Est. Revenue
- $15,251
- IQ Score
- IQ 70
- Commercial Auto — 2026
Sequoia Wellness Center
- Stage
- Proposal Presented
- Est. Premium
- $11,000
- Est. Revenue
- $1,661
- IQ Score
- IQ 70
- Sports Accident — 2026
Highpoint Athletics
- Stage
- Approved
- Est. Premium
- $14,000
- Est. Revenue
- $2,268
- IQ Score
- IQ 70
Stage Velocity
Average days in stage against the stall threshold
- Discovery4.2d avg / 7d targetOn pace
- Quote Requested4.3d avg / 7d targetOn pace
- Quote Received3.7d avg / 5d targetOn pace
- Proposal Presented7.0d avg / 7d targetOn pace
- Client Reviewing9.7d avg / 7d targetSlow
- Application Started6.3d avg / 5d targetSlow
- Application Submitted6.8d avg / 7d targetOn pace
- Underwriting4.0d avg / 10d targetOn pace
- Approved4.8d avg / 14d targetOn pace
- Bound6.5d avg / 14d targetOn pace
Agent Pipeline Leaders
Weighted revenue in open pipeline
- 1Dana Brooks4 open$19K1 stalled
- 2Renee Alvarez3 open$12K
- 3Naomi Chen5 open$7K
- 4Sarah Mitchell3 open$7K1 stalled
- 5Priya Raman5 open$7K
- 6Devin Wallace3 open$6K
Agency Work Queue
Open tasks grouped by required action
Overdue Activities
26
$103K at stake · 26 overdue
New Leads
26
$441K at stake · 10 overdue
Follow-Ups Due
25
$68K at stake · 7 overdue
Underwriting Requirements
17
$40K at stake · 6 overdue
Quotes Expiring
22
$51K at stake · 3 overdue
Pending Client Decisions
12
$40K at stake · 3 overdue
Applications Incomplete
10
$31K at stake · 3 overdue
Cross-Sell Opportunities
9
$19K at stake · 2 overdue
Renewals Requiring Action
3
$4K at stake · 1 overdue