New Plan Offered
This trigger runs when an offer has been made from the insurer that received an application. At this point, the client can decide whether they want to get started with the plan or not.
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
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