New Plan Delivered
This event happens when an offer has been accepted by a client and arrangements have been made to activate the plan. This includes processes such as signing paperwork and setting up payments.
Data Returned by this Event:
Event Message
event_message
Text
We just delivered a plan for your referral John Doe...
Message detailing the event
Plan Status
status
Text
Policy Delivered & In-Force
Status of the plan
Client Full Name
client_name
Text
John Doe
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
Plan ID
plan_id
Text
130981250891
Unique identifier for the plan
Original Request ID
original_request_id
Text
132590815
ID of the original plan request
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