Application Finished
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 |
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