Create Pre-Fill Information
This action allows you to leverage your existing client data to enhance their user experience when applying for plans. It's recommended to set up this action to run from the trigger Started Plan Request or Completed Plan Request.
The pre-fill information needs to be linked with a plan request via ID, which can be done via providing plan request ID(s) in this action or by using the returned Pre-fill information ID returned from this call in conjunction with the Submit Complete Plan Request or Start Personal Plan Request action. Please note that there can only be one pre-fill information associated with each plan request. Ensure all necessary information is provided in a single action to avoid discrepancies.
Input Fields:
ID of Plan Request(s) to Associate Information With
Text
No
1813426016
The ID of the plan request(s) with which you want to associate this pre-fill information.
-
First Name
Text
No
John
The first name of the intended insured person.
-
Middle Name
Text
No
A.
The middle name of the intended insured person.
-
Last Name
Text
No
Doe
The last name of the intended insured person.
-
Gender
Multiple-Choice
No
Male
Whether the intended insured person is male or female.
Male, Female
Date of Birth
DateTime
No
1990-01-01T00:00:00
The date of birth of the intended insured person.
-
Country of Birth
Text
No
USA
The country of birth for the insured person.
-
State of Birth
Text
No
CA
The US state where the insured was born.
-
Personal Phone
Text
No
1234567890
The personal phone number of the applicant.
-
Workplace Phone
Text
No
1234567890
The workplace phone number of the applicant.
-
Text
No
john.doe@example.com
The email of the applicant.
-
Current Address
Address
No
123 Main St, City, State, Zip
The current address of the intended insured person.
-
Insured is US Citizen/Permanent Resident?
True/False
No
true
Whether the insured person is a US citizen or permanent resident.
-
Details on Citizenship (if not US citizen/resident)
Text
No
Canadian Citizen
If the insured person isn't a US citizen/resident, this can be used to pre-fill where the insured person is currently a citizen or resident.
-
Marital Status
Multiple-choice
No
Married
The marital status of the intended insured person.
Married, Divorced, Widowed, Never Married
Drivers License Number
Text
No
D1234567
The drivers license number of the insured person.
-
Drivers License State
Text
No
CA
The state of the drivers license of the insured person.
-
Drivers License Expiration Date
DateTime
No
1990-01-01T00:00:00
The expiration date of the drivers license of the insured person.
-
Social Security Number/Tax ID Number
Text
No
123-45-6789
The social security number or tax ID number of the intended insured person.
-
Current Occupation
Text
No
Software Engineer
The current occupation of the intended insured person.
-
Current Employer
Text
No
TechCorp
The current employer of the intended insured person.
-
Number of Years at Current Job
Number
No
5
The amount of years that the insured has been employed at their current job.
-
Workplace Zip Code
Text
No
90210
The zip code of the workplace of the insured.
-
Best Time to Call Intended Insured
Text
No
16:15:00
The time that is best for the insurance company to potentially call the insured person. Provide in format hh:mm:ss in military time, eg. 16:15:00
-
Split Death Benefit Equally
True/False
No
true
Whether the death benefit should be split equally between beneficiaries.
-
Beneficiaries
Line Item(s)
No
-
-
-
-Percentage of Death Benefit
Number
No
50
If death benefit is not split equally, the percentage of the death benefit to allocate to this beneficiary.
-
-Beneficiary Level
Multiple-Choice
No
Primary
Whether this is a primary or contingent beneficiary. Contingent beneficiaries receive death benefit when primary beneficiaries die.
-
-Relationship to Insured
Multiple-Choice
No
Spouse/Partner
The relationship between the intended beneficiary and the intended insured person.
Spouse/Partner, All Children of Insured, Equally, All Grandchildren of Insured, Equally, Other Relative, Business/Corporation, Charity, Trust, Other
-Type of Relationship (Other)
Text
No
Friend
If Other type of relationship, the nature of the relationship between the insured and the intended beneficiary.
-
-Legal Entity or Individual?
Multiple-Choice
No
Individual
If Other type of relationship, whether the intended beneficiary is an individual or an entity.
Individual, Entity
-Name of Children/Grandchildren
Text
No
John, Jane
If All Children/Grandchildren of Insured, Equally, the names of the children/grandchildren.
-
-Individual/Contact Person Name
Text
No
John Doe
The name of the intended beneficiary, or contact person at entity if this beneficiary is an entity.
-
-Entity Name
Text
No
ABC Corp.
If this beneficiary is an entity, the name of the entity.
-
-Beneficiary SSN/EIN/TIN
Text
No
123-45-6789
The tax ID of the intended beneficiary (SSN/TIN), or of the entity (EIN).
-
-Beneficiary Date of Birth
DateTime
No
1990-01-01T00:00:00
If the beneficiary is an individual, the date of birth of the intended beneficiary.
-
-Beneficiary Phone Number
Text
No
555-123-4567
The phone number of the intended beneficiary.
-
-Same Address as Insured?
True/False
No
False
Whether the intended beneficiary has the same address as the insured person.
-
-Address
Address
No
123 Main St, City, State, Zip
If beneficiary address is different from the insured, the address of the intended beneficiary.
-
Purpose of Insurance
Text
No
Income Replacement
The purpose of the death benefit of the policy, such as income replacement, legacy planning, or business continuation planning.
-
Owner Same as Insured?
True/False
No
true
Whether the intended insured person and the intended policy owner is the same person.
-
Is Owner Individual or Entity?
Text
No
Individual
If the owner is different from the insured, whether the person is an individual or entity.
-
Owner Relationship to Insured Person
Text
No
Spouse
If the owner is different from the insured, what the relationship is between the insured person and the owner.
-
Owner Individual/Entity Name
Text
No
John Doe
If the owner is different from the insured, the entity name or individual name of the intended owner.
-
Owner EIN/TIN
Text
No
12-3456789
If the owner is different from the insured, the EIN of the intended owner entity or the TIN of the intended owner individual.
-
Owner Entity Contact Person
Text
No
Jane Smith
If the intended owner is an entity, the contact person for that entity.
-
Owner Address
Address
No
456 Elm St, City, State, Zip
If the owner is different from the insured, the address of the intended owner.
-
Owner Email
Text
No
owner@example.com
If the owner is different from the insured, the email address of the intended owner.
-
Owner Date of Birth
DateTime
No
1990-01-01T00:00:00
If the owner is different from the insured, the date of birth of the intended owner.
-
Will Owner Pay Premiums With Income?
True/False
No
False
Whether the owner plans to pay the premiums with income.
-
Source of Premium Payments
Text
No
Savings
If the premiums are not planned to be paid with income, what the source of the premium is planned to be.
-
Owner Estimated Annual Income
Number
No
75000
The estimated annual income of the intended insured person.
-
Spouse of Owner Estimated Annual Income
Number
No
65000
If the intended owner is married, the estimated annual income of their spouse.
-
Household Estimated Total Assets
Number
No
500000
The estimated total assets of the intended owner's household.
-
Household Estimated Liquid Assets
Number
No
200000
The estimated liquid assets of the intended owner's household.
-
Household Estimated Total Liabilities
Number
No
150000
The estimated total liabilities of the intended owner's household.
-
Has Owner Declared Bankruptcy
True/False
No
False
Whether the intended owner has ever declared bankruptcy.
-
Bankruptcy Details
Text
No
Filed in 2010 due to medical expenses
If the owner has declared bankruptcy, details about the bankruptcy.
-
Has Owner Been Discharged From Bankruptcy
True/False
No
True
If the owner has declared bankruptcy, whether the intended owner has been discharged.
-
Is Owner Subject to Backup Withholding?
True/False
No
False
Whether the intended owner is subject to backup withholding from the IRS.
-
Existing Policies on the Insured Person
Line Item(s)
No
-
-
-
-Insurance Carrier
Text
No
LifeGuard Insurance
The insurance carrier of this policy.
-
-Current Death Benefit
Number
No
100000
The current death benefit of this policy.
-
-Policy Type
Text
No
Term Life
The policy type of this policy (eg. Term Life, Whole Life, Indexed Universal Life).
-
-Policy Number
Text
No
LG123456
The policy number of this policy.
-
-Year Issued
Number
No
2015
The year this policy was issued.
-
-Reason for Replacement
Text
No
Better rates available
If a replacement of this policy is planned, what the reason for the replacement is.
-
-Replace or Terminate?
Multiple-Choice
No
Terminate
If this policy is planned to be replaced or terminated.
Replace, Terminate
Plans to Terminate Existing Policies
True/False
No
True
Whether the applicant plans on terminating or replacing any of the existing policies on the insured person.
-
Plans to Use Existing Policies to Fund New
True/False
No
False
Whether the applicant plans to use existing policies to fund premiums for this policy.
-
Opt for Temporary Insurance Coverage
True/False
No
True
Whether the applicant wants to opt for temporary insurance coverage during applications and underwriting.
-
Accumulation Goal (Variable Universal Life Only)
Multiple-Choice
No
Accumulate cash value with caution
If this is for a variable universal life policy, what the overall accumulation goal is.
Avoid losing money, Accumulate cash value with caution, Accumulate cash value aggressively
Cash Access Timeline (Variable Universal Life Only)
Multiple-Choice
No
5 to 20 years
If this is for a variable universal life policy, when the owner intends to access the cash value of the policy.
More than 20 years, if ever, 5 to 20 years, Less than 5 years
Normal Conditions Investment Expectations (Variable Universal Life Only)
Multiple-Choice
No
To trail the stock market, but make a moderate profit
If this is for a variable universal life policy, what investment results the owner would expect under normal market conditions.
To have a high degree of stability, but only modest profits, To trail the stock market, but make a moderate profit, To generally keep pace with the stock market
Poor Conditions Investment Expectations (Variable Universal Life Only)
Multiple-Choice
No
I want to at least break even
If this is for a variable universal life policy, what investment results the owner would expect under poor market conditions.
I would want a small profit, I want to at least break even, I would be willing to accept a loss
3 Year Investment Expectations (Variable Universal Life Only)
Multiple-Choice
No
I want to at least break even
If this is for a variable universal life policy, what investment results the owner would expect for the next three years.
I would want a small profit, I want to at least break even, I would be willing to accept a loss
3 Month Investment Expectations (Variable Universal Life Only)
Multiple-Choice
No
If I suffered a loss of greater than 10%, I'd get concerned
If this is for a variable universal life policy, what investment results the owner would expect for the next three months.
I can tolerate small short-term losses, If I suffered a loss of greater than 10%, I'd get concerned, One calendar quarter is too short for me to be concerned
Output fields:
Pre-Fill Information ID
Text
1691547056037x763566492663446900
The unique identifier for the pre-fill information that was created.
Success
True/False
true
Whether the pre-fill information was created succesfully.
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