OrderRequest

A value that a placing party uses to track the incoming order on SMM's systems.

The first name of the applicant of the order being requested.

The last name of the applicant of the order being requested.

The gender of the applicant, valid values are: Male, Female, M, F.

The policy number of the policy being applied for. This can be left blank or ommitted.

The insurance carrier product being applied for.

The applicant's date of birth. Can be in many different datetime parseable formats ie: MM/dd/yyyy, MM-dd-yyyy, etc..

A primary phone number that can be used to contact the applicant.

The applicant's email address to be used for appointment, notification, and document signature purposes.

Notes that will be added to the order for SMM representatives to take heed of.

The face amount of the policy being applied for.

The smoker status of the applicant, valid values are: Current User, Never Used.

Address Line 1 of where the applicant will have the exam appointment.

Address Line 2 of where the applicant will have the exam appointment.

Address city of where the applicant will have the exam appointment.

Address state of where the applicant will have the exam appointment.

Address zip of where the applicant will have the exam appointment.

The agency's account number with the insurance carrier, this field can be left blank or ommitted.

The agent's account number with the insurance carrier, this field can be left blank or ommitted.

If test mode is set to true, the order will be marked as a test and will not be processed normally but will show up for SMM order reps to validate data upon request.

A record for the agency on the order.

A record for the agent on the order.

If using SMM's full user access system for gathering user access rights before placing an order, the OrderFor record places an order directly for a pre-existing SMM record, streamlining the SMM order placement process. This record can be ommitted if the agent and agency records are present.

If using SMM's full user access system for gathering user access rights before placing an order, the LinkParty record places an order directly for a pre-existing SMM record, streamlining the SMM order placement process. This record can be ommitted if the agent and agency records are present.

A record for the Carrier on the order.

The primary beneficiary for the policy.

The secondary Beneficiary for the policy.