Application Finished

This event happens when an application is finished by an end-user, regardless of whether the application is submitted online or by the client success manager.

It may take some time after the application has been finished before it has been processed by the insurance carrier.


Sample Payload
{
"event_message": "We just received a finished application from John Doe. The White Swan success manager for this case, Oscar Wilde, will now assist the client through the underwriting process.",
"application_mode": "Online",
"application_status": "Application Received",
"client_name": "John Doe",
"client_email": "johndoe@gmail.com",
"client_phone": "(123) 456 7890",
"plans_applied_for_ids": [
          "28512058",
          "12812081"
],
"associated_request_id": "10812350358"
}

Data Returned by this Event:

Field Label
Field Key
Field Type
Example Value
Description

Event Message

event_message

Text

We just received a finished application from John Doe. The White Swan success manager for this case, Oscar Wilde, will now assist the client through the underwriting process.

Message detailing the event

Application Mode

application_mode

Text

Online

Mode of application initiation (Online/Call)

Application Status

application_status

Text

Application Received

Current status of the application

Client Name

client_name

Text

John Doe

Full name of the client

Client Email

client_email

Text

johndoe@gmail.com

Email address of the client

Client Phone

client_phone

Text

1234567890

Phone number of the client

ID of Plan Applied For

plans_applied_for_ids

List

58928512x8025058, 528021281x90162081

List of IDs for the plans the client applied for

ID of Associated Plan Request

associated_request_id

Text

108123x2550358

ID of the associated plan request

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