New Application Started
Last updated
Last updated
This event happens when an end-user starts a new application for a personal plano, either by starting to fill out our online application or by scheduling a call with their client success manager.
Application can be initiated in two ways: either online or by scheduling a call. The trigger will provide details on the mode of application initiation.
Data Returned by this Event:
Field Label | Field Key | Field Type | Example Value | Description |
---|---|---|---|---|
Event Message
event_message
Text
John Doe just started a new online application for their White Swan Variable Universal Life Accumulation plan from Nationwide.
Message detailing the event
Application Mode
application_mode
Text
Online
Mode of application initiation (Online/Call)
Application Status
application_status
Text
Application Started
Current status of the application
Client Full 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 Number
client_phone
Text
1234567890
Phone number of the client
ID(s) of Plans to be Applied For
plans_applied_for_ids
List
28512x36058, 1283651x2013681
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