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Seeker

Client Name Agent Status Completion Date Documents Date Documents Completed No Documents Where Actions
${application.firstName + ' ' + application.lastName} ${agentsObject[application.userId]} ${application.status} ${moment(application.completionDate).format('MM/DD/YYYY')} ${application.asDocuments.join(', ')} ${application.asDateDocuments} YesNo YesNo Enrollments Archive Archive ${new Date(application.created).getFullYear()} Enrollments Life Change Applications Notes

Overall Information

Plan Information

Employment

Family

Person ${i+1}

Payment

Additional Information

${moment(note.date).format('MM/DD/YYYY h:mm a')} - ${note.text}

${application.notes}

Agents Support

Documents
Observation

${moment(note.date).format('MM/DD/YYYY h:mm a')} - ${note.text}

Agents Support

Member Id: ${application.asMemberId}

Separate Dependents: YesNo

Completed: YesNo

No Documents: YesNo

Documents: ${application.asDocuments.join(', ')}

Date Documents: ${application.asDateDocuments}

Observations:

  • ${moment(note.date).format('MM/DD/YYYY h:mm a')} - ${note.text}

Personal Information

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V1.2.0