This is a comprehensive list of the deal stages in the sales pipeline as of 7/10/2025
Deal definitions
Early: Identified a prospect and it is on the radar for follow up. This replaces "macro", "suspect", "prospect".
Initial Call: This identifies a prospect that has been scheduled for some kind of call, appointment, or presentation.
Savings Analysis: Decision maker is brought in. We have claims or provider data and are actively working on the deal.
Market Stop Loss: Contract has been sent. We are marketing the stop loss to get hard numbers to the broker/client.
Hot: We are a finalist, are presenting to the client, the numbers look great, or the broker is saying the client is interested. This replaces "presenting numbers".
Sold: the contract has been sent and the sales team has completed their duties for the case. This replaces "sold case form" and "executed contract".
Previous deal stage definitions
Macro: high-level lead or firm identified for strategic targeting
Suspect: Company fits target profile and an appointment is scheduled
Prospect: Qualified to buy
Initial Call: Presentation scheduled
Savings Analysis: Decision maker is brought in
Market Stop Loss: Contract sent
Presenting Numbers: Final step in decision process
Sold Case Form: Client has said yes, collecting information
Executed Contract: Everything finalized, ready for client to enroll
