Prospects

Sales pipeline for agencies you are working to bring into the network. Cards and numbers are demo data only.

8 open opportunities across 6 stages (demo).

New lead

Inbound or sourced; not yet qualified.

Bozeman, MT

~$2.1M est. premium

2d in stage

Madison, WI

Multi-location IA · 6 producers

5d in stage

ICP fit confirmed; champion identified.

Phoenix, AZ

Commercial-heavy · EZLynx stack

8d in stage

Deep-dive on book, carriers, and goals.

Boston, MA

Network LOI requested

12d in stage

Omaha, NE

Data room shared

4d in stage

Formal economics and membership terms out.

Charleston, SC

Draft MSA with counsel

6d in stage

Redlines, carrier mapping, onboarding plan.

Spokane, WA

Counter on rev-share · call Thu

9d in stage

Signed; moving to onboarding.

Manchester, NH

Closed Mar 3 · kickoff Mar 17

14d in stage