New Application Started

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.

---

Sample Payload

{
"event_message": "John Doe just started a new online application for their White Swan Variable Universal Life Accumulation plan from Nationwide.",
"application_mode": "Online",
"application_status": "Application Started",
"client_name": "John Doe",
"client_email": "[email protected]",
"client_phone": "[phone]",
"plans_applied_for_ids": [
          "28512058x1895136",
          "12812081x2806601"
],
"associated_request_id": "10812350358"
}

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	[email protected]	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