This trigger runs when an end-user starts a new application for a personal plan, either by starting to fill out an online application or by scheduling a call with their client success manager.
Application can be initiated in two ways: either online or by scheduling a call. The trigger will provide details on the mode of application initiation.
Data Returned by the Trigger:
Last updated
| Field | Field Type | Example Value | Description |
|---|---|---|---|
Event Message
Text
John Doe just started a new online application for their White Swan Variable Universal Life Accumulation plan from Nationwide.
Message detailing the event
Application Mode
Text
Online
Mode of application initiation (Online/Call)
Application Status
Text
Application Started
Current status of the application
Client Full Name
Text
John Doe
Full name of the client
Client Email
Text
johndoe@gmail.com
Email address of the client
Client Phone Number
Text
1234567890
Phone number of the client
ID of Applied For Plan
List
28512x36058, 1283651x2013681
List of IDs for the plans the client applied for
ID of Associated Plan Request
Text
108123x2550358
ID of the associated plan request