Vertex Regulatory Commission

Synergy Insurance Enterprises · USLI

Open Pipeline

$417K

2 open

Expected Value

$370K

P(Pursue)×P(Win)×Value

Win Rate

75%

3W / 0L

Won Revenue

$486K

3 deals won

Avg P(Pursue)

96%

Avg Pwin A

92%

Avg Pwin B

94%

Service Lines

Pipeline by Stage

Value by Service Line

Consulting

Key People

Larsen KatherineTakahashi Ravi

Opportunity	Stage	Value	Stated %	P(Pursue)↑	Pwin A	Pwin B	Service Line	Partner	Open Date
Adaptive Program Management Phase II - FY26 Synergy Insurance Enterprises	ClosingWon	$0	90%	--	--	--	Consulting	Larsen Katherine	Jan 20, 2024
Agile Tax Reform Workshop - Renewal Synergy Insurance Enterprises	ClosingWon	$0	90%	--	--	--	Consulting	Larsen Katherine	Jan 20, 2024
High-Impact Regulatory Reporting Engagement - Pilot Synergy Insurance Enterprises	ClosingWon	$486K	90%	--	--	--	Consulting	Larsen Katherine	Jan 20, 2024
Core Stakeholder Engagement Enhancement Synergy Insurance Enterprises	IdentifyDeclined	$1.0M	25%	--	--	--	Consulting	Takahashi Ravi	Jan 3, 2024
Foundational Digital Transformation Roadmap - Pilot Synergy Insurance Enterprises	Identify	$209K	90%	95%	91%	95%	Consulting	Larsen Katherine	Jan 20, 2024
Regional Internal Audit Consolidation Synergy Insurance Enterprises	Identify	$209K	90%	97%	93%	94%	Consulting	Larsen Katherine	Jan 20, 2024