Application Finished
Last updated
Last updated
This trigger runs when an application is finished by an end-user, regardless of whether the application is submitted online or by the client success manager.
It may take some time after the application has been finished before it has been processed by the insurance carrier.
Data Returned by the Trigger:
Field | Field Type | Example Value | Description |
---|---|---|---|
Event Message
Text
We just received a finished application from John Doe. The White Swan success manager for this case, Oscar Wilde, will now assist the client through the underwriting process.
Message detailing the event
Application Mode
Text
Online
Mode of application initiation (Online/Call)
Application Status
Text
Application Received
Current status of the application
Client Name
Text
John Doe
Full name of the client
Client Email
Text
johndoe@gmail.com
Email address of the client
Client Phone
Text
1234567890
Phone number of the client
ID of Plan Applied For
List
58928512x8025058, 528021281x90162081
List of IDs for the plans the client applied for
ID of Associated Plan Request
Text
108123x2550358
ID of the associated plan request