New Plan Offered

This event happens when an offer has been made from the insurer that received an application. At this point, the client can decide whether they want to get started with the plan or not.

The insurer may not always provide an offer for all applications. If this happens, the success manager can help the end-user apply for another product with another insurer. Additionally, the offer may have a different health rating than what was assumed when the product was applied for. The success manager will help explain this to the end-user to help them make an informed decision.

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Data Returned by this Event:

Sample Payload

{
"event_message": "We just finished underwriting for your referral John Doe, and have received an offer from Nationwide. This plans success manager, Oscar Wilde, will now assist the client through the delivery process to put the policy in-force.",
"status": "Offer Received from Insurer",
"client_name": "John Doe",
"client_email": "[e-mail]",
"client_phone": "[phone]",
"plan_id": "130981250891",
"original_request_id": "132590815"
}

Field Label	Field Key	Field Type	Example Value	Description
Event Message	event_message	Text	We just finished underwriting for your referral John Doe, and have received an offer from Nationwide...	Message detailing the event
Plan Status	status	Text	Offer Received from Insurer	Status of the plan
Client Full Name	client_name	Text	John Doe	Name of the client
Client Email	client_email	Text	[e-mail]	Email address of the client
Client Phone Number	client_phone	Text	1234567890	Phone number of the client
Plan ID	plan_id	Text	13092581x25015891	Unique identifier for the plan
Original Request ID	original_request_id	Text	132535x91530815	ID of the original plan request