HH

Harbor & Hale

Mid-marketProspect

harborandhale.comInsurance540 peopleHartford, CT

IDOwnerInes Duarte

Stage

Discovery
Evaluation
Proposal
Negotiation

HealthAt risk · −16 in 14d

45

Open pipeline1 deal

$88Knot in the Q4 forecast yet

Next close

Nov 26$88K · Claims

Next step

Find a new champion in claims

· suggested by Pilot

Timeline

6

Today

Pilot cleared a stale next step
6:51 AM
Email thread, no reply in 9 days
Scout found that the champion changed roles
2:10 AM
LinkedIn, Sep 22

Tue, Sep 15

IC
Ivy Chen replied by email
12:00 PM

Sat, Sep 12

ID
Ines Duarte called · Intro call with Ivy Chen · 30 min
12:00 PM
ICIvy Chen

Mon, Jul 20

Pilot opened the claims deal
Deal created, $88K · New business

Sat, Jul 18

Scout researched the account
Company website, 540 people · Hartford, CT

HH