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  1. Zapier Integration
  2. Triggers

New Plan Offered

PreviousApplication FinishedNextNew Plan Delivered

Last updated 1 year ago

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This trigger runs when an has been made from the insurer that received an . 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 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.


Data Returned by the Trigger:

Field
Field Type
Example Value
Description

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

Text

Offer Received from Insurer

Status of the plan

Client Full Name

Text

John Doe

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

Plan ID

Text

13092581x25015891

Unique identifier for the plan

Original Request ID

Text

132535x91530815

ID of the original plan request

⚡
offer
application
success manager