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Move to stage
- Amount
- $52,000
- Weighted
- —
- Closed
- Mon, Oct 12
- Probability
- 0%
- Owner
- Dana Okafor
- Age
- 105 days
Lost reasonTiming — revisit in Q2 2027Closed Oct 12, 2026 by Dana Okafor
History3
Closed lost Pinecrest Insurance — Underwriting dashboards: timing
Dana Okafor
Moved to Proposal
Dana Okafor
Created Pinecrest Insurance — Underwriting dashboards ($52,000)
Dana Okafor
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- Dana Okafor
Account context: Specialty property and casualty insurer; replacing a home-grown claims dashboard.
No quote on file
This deal closed on an order form outside Kestrel.
- Northbeam proposal — Pinecrest Insurance.pdf2.1 MB · Dana Okafor · Aug 2
- Mutual action plan.xlsx246 KB · Dana Okafor · Jul 19
- Discovery notes — Pinecrest Insurance.docx209 KB · Dana Okafor · Jul 5
Products
Line items
Estimate from the price book; totals match the deal amount.
| Product | Qty | Unit price | Billing | Total |
|---|---|---|---|---|
| Core platformNB-CORE | 1 | $24,000.00 | year | $24,000.00 |
| Anomaly alertsNB-ALERT | 1 | $7,200.00 | year | $7,200.00 |
| Analyst seatNB-SEAT-A | 14 | $1,200.00 | seat / year | $16,800.00 |
| Viewer seatNB-SEAT-V | 30 | $240.00 | seat / year | $7,200.00 |
- Subtotal
- $55,200.00
- Recurring · one-time
- $55.2K · $0
- Q4 signing incentive
- −$3,200.00
- Total
- $52,000.00