{
  "query": {
    "filter[cases.status]": ["Entered", "Submitted"],
    "product_traits": ["trait1", "trait2"]
  }
}

<!-- Before Quote & Apply -->
<!DOCTYPE html>
<html>
  <head>
    <title>My Website!!!</title>
  </head>
  <body>
    <p>This is my website.</p>
  </body>
</html>

<!-- After Quote & Apply -->
<!DOCTYPE html>
<html>
  <head>
    <title>My Website!!!</title>
  </head>
  <body>
    <p>This is my website.</p>
    <div id="container-id"></div>
    <div>
      <script
        id="strife"
        src="https://cdn.quoteandapply.io/widget.js"
        data-strife-key="GpIZ3clg5x96WPR_"
        data-strife-container-id="container-id"
      ></script>
    </div>
  </body>
</html>

<!DOCTYPE html>
<html>
  <head>
    <title>My Website!!!</title>
  </head>
  <body>
    <p>This is my website.</p>
    <!-- Embed with an image -->
    <img class="strife-button" src="link/to/your/image" />
    <!-- Embed with a button -->
    <button class="strife-button">Get Quotes</button>
    <!-- Embed with an anchor tag -->
    <a href="#" class="strife-button">Get Quote</a>
    <script
      id="strife"
      src="https://cdn.quoteandapply.io/widget.js"
      data-strife-key="GpIZ3clg5x96WPR_"
    ></script>
  </body>
</html>

<div>
  <script
    id="strife"
    src="https://cdn.quoteandapply.io/widget.js?prefill&npn={Your NPN}&referral_uid={Your referral_uid}"
    data-strife-container-id="container-id"
  ></script>
</div>

https://app.back9ins.com/apply/demo?prefill&first_name=Mary&last_name=Sue&gender=Female&birthdate=1970-01-01&phone=(800) 790-1951&[email protected]

https://back9ins.com/apply?prefill&first_name=Mary&last_name=Sue&gender=Female&birthdate=1970-01-01&phone=(800) 790-1951&[email protected]&npn={Your NPN}

https://app.back9ins.com/apply/demo?prefill&first_name=Mary&last_name=Sue&gender=Female&birthdate=1970-01-01&phone=(800) 790-1951&[email protected]&health=1&smoker=Never&product_types=[accidental_death]&selected_type=accidentalDeath&step=quote

https://back9ins.com/apply?prefill&first_name=Mary&last_name=Sue&gender=Female&birthdate=1970-01-01&phone=(800) 790-1951&[email protected]&health=3&selected_type=term&mode=12&application_state=CA&product_types=[term]&step=quote&metadata={"Agentid":"1234","Campaign":"Quote-Life"}&term_duration=15&npn={Agent's NPN}&referral_uid=tlMyUCR

https://app.back9ins.com/apply/demo?prefill&first_name=Mary&last_name=Sue&gender=Female&birthdate=1970-01-01&phone=(800) 790-1951&[email protected]&smoker=Currently&smoking_statuses=[{"frequency": 365, "category": "Cigarettes"}]&health=3

https://app.back9ins.com/apply/demo?prefill&first_name=Mary&last_name=Sue&gender=Female&birthdate=1970-01-01&phone=(800) 790-1951&[email protected]&smoker=Previously&smoking_statuses=[{"frequency": 365, "category": "Cigarettes", "last_use_date": "2000-01-01"}]&health=3

https://app.back9ins.com/apply/demo?prefill&metadata={"Agentid":"1234","Campaign":"Quote-Life"}

https://app.back9ins.com/apply/demo?prefill&first_name=Grace&last_name=Shields&state=CA&gender=Female&health=5&smoker=Never&height=66&weight=135&birthdate=1987-01-01&[email protected]&phone=1231231234&street_address=310 N Westlake Blvd&city=Westlake Village&zip=91362&years_at_address=3&employer=BackNine&occupation=SE&occupation_years=5&employer_street_address=310 N Westlake Blvd&employer_state=CA&employer_zip=91362&employer_city=Westlake Vilage&income=50000&assets=25000&liabilities=12500&ssn=123-12-1231&birth_state_or_country=CA&us_citizen=yes&drivers_license=f1234567&drivers_license_state=CA&parties=[{"first_name":"Sadie","last_name":"Guardia","relationship":"Wife","gender":"Male","address_street":"310 N Westlake Blvd","address_city":"Westlake Village","address_zip":"91362","address_state":"CA", "address_country": "United States", "beneficiary_amount":"100","type":"Individual", "is_primary_beneficiary": "true", "birthdate": "1990-01-01"}]

<div id="container-id"></div>
<div>
  <script
    id="strife"
    src="https://cdn.quoteandapply.io/widget.js?prefill&first_name=John&last_name=Doe&test=true"
    data-strife-container-id="container-id"
  ></script>
</div>

<div id="container-id"></div>
<div>
  <script
    id="strife"
    src='https://cdn.quoteandapply.io/widget.js?prefill&npn={Your NPN}&connections=[{"parent_type": "Agent", "parent_id": 1, "hierarchy": 1}]'
    data-strife-container-id="container-id"
  ></script>
</div>

# Ruby example

def canonicalize(obj)
  case obj
  when Hash
    obj.sort_by { |k, _| k.to_s }.to_h.transform_values { |v| canonicalize(v) }
  when Array
    obj.map { |v| canonicalize(v) }
  else
    obj
  end
end

# Include every URL parameter except hmac. Values must be strings to match how query params are parsed.
payload = {
  "prefill" => "true",
  "referral_uid" => "your-referral-uid",
  "first_name" => "John",
  "last_name" => "Doe",
  "gender" => "Male",
  "birthdate" => "1990-01-01",
  "health" => "5",
  "smoker" => "Never",
  "death_benefit" => "1000000",
  "selected_type" => "term"
}

canonical = canonicalize(payload)
digest = OpenSSL::HMAC.digest("SHA256", "your-hmac-secret", JSON.generate(canonical))
hmac = Base64.strict_encode64(digest)

# Append hmac to your prefill URL:
# https://app.back9ins.com/apply/demo?prefill=true&referral_uid=your-referral-uid&first_name=John&...&hmac=#{hmac}

// JavaScript example

function canonicalize(obj) {
  if (obj === null || typeof obj !== "object") return obj;
  if (Array.isArray(obj)) return obj.map(canonicalize);

  return Object.keys(obj)
    .sort()
    .reduce((acc, key) => {
      acc[key] = canonicalize(obj[key]);
      return acc;
    }, {});
}

async function hmacSHA256Base64(secret, message) {
  const encoder = new TextEncoder();
  const key = await crypto.subtle.importKey(
    "raw",
    encoder.encode(secret),
    { name: "HMAC", hash: "SHA-256" },
    false,
    ["sign"]
  );
  const signature = await crypto.subtle.sign("HMAC", key, encoder.encode(message));
  const bytes = new Uint8Array(signature);
  let binary = "";
  bytes.forEach((b) => {
    binary += String.fromCharCode(b);
  });
  return btoa(binary);
}

const payload = {
  prefill: "true",
  referral_uid: "your-referral-uid",
  first_name: "John",
  last_name: "Doe",
  gender: "Male",
  birthdate: "1990-01-01",
  health: "5",
  smoker: "Never",
  death_benefit: "1000000",
  selected_type: "term"
};

const hmac = await hmacSHA256Base64(
  "your-hmac-secret",
  JSON.stringify(canonicalize(payload))
);

{
  "selected_type": "wholeLife",
  "solve": "Base Premium",
  "death_benefit": 500000,
  "blended_term_rider_enabled": true,
  "blended_term_rider_amount": 250000
}

{
  "client_id": "your-client-id",
  "death_benefit": 1000000,
  "insured": {
    "first_name": "John",
    "last_name": "Doe",
    "health": 3,
    "gender": "Male",
    "smoker": "Never",
    "birthdate": "1980-07-04"
  },
  "mode": 2,
  "selected_type": "term",
  "state": "CA",
  "term_duration": 15
}

{
  "client_id": "your-client-id",
  "death_benefit": 1000000,
  "insured": {
    "first_name": "John",
    "last_name": "Doe",
    "health": 3,
    "gender": "Male",
    "smoker": "Never",
    "birthdate": "1980-07-04"
  },
  "max_quote_wait_seconds": 3,
  "mode": 2,
  "selected_type": "term",
  "state": "CA",
  "term_duration": 15
}

{
  "client_id": "your-client-id",
  "compare": true,
  "death_benefit": 1000000,
  "insured": {
    "first_name": "John",
    "last_name": "Doe",
    "health": 3,
    "gender": "Male",
    "smoker": "Never",
    "birthdate": "1980-07-04"
  },
  "mode": 2,
  "selected_type": "term",
  "state": "CA",
  "term_duration": 15
}

{
    "death_benefit": 2000000,
    "insured": {
        "birthdate": "1990-02-14",
        "first_name": "Jane",
        "gender": "Female",
        "health": 4,
        "height": 64,
        "last_name": "Doe",
        "smoker": "Currently",
        "smoking_statuses": [
            {
                "category": "Cigarettes",
                "frequency": 365
            }
        ],
        "weight": 140
    },
    "mode": 4,
    "npn": 12345,
    "selected_type": "ropTerm",
    "state": "CA",
    "term_duration": 30
}

{
    "client_id": "your-client-id",
    "death_benefit": 500000,
    "insured": {
        "birthdate": "2000-01-20",
        "first_name": "John",
        "gender": "Male",
        "health": 4,
        "last_name": "Doe",
        "smoker": "Never"
    },
    "mode": 1,
    "pay_duration": 10,
    "selected_type": "wholeLife",
    "solve": "Base Premium",
    "state": "CA"
}

{
    "client_id": "your-client-id",
    "insured": {
        "birthdate": "1990-01-01",
        "first_name": "Jane",
        "gender": "Female",
        "health": 4,
        "last_name": "Doe",
        "smoker": "Never"
    },
    "mode": 1,
    "pay_duration": 10,
    "premium": 10000,
    "selected_type": "aiul",
    "solve": "Min Non-MEC DB",
    "state": "CA"
}

{
    "client_id": "your-client-id",
    "elimination_period": 90,
    "home_health_care_waiver": false,
    "insured": {
        "birthdate": "1980-01-20",
        "first_name": "John",
        "gender": "Female",
        "health": 4,
        "last_name": "Doe",
        "marital_status": "Married",
        "smoker": "Never"
    },
    "joint_insured": {
        "birthdate": "1980-01-20",
        "first_name": "John",
        "gender": "Female",
        "health": 4,
        "last_name": "Doe",
        "marital_status": "Married",
        "smoker": "Never"
    },
    "joint_waiver_of_premium": false,
    "mode": 1,
    "monthly_benefit": 6000,
    "partner_discount": "both",
    "pay_duration": -1,
    "pool_of_money": 200000,
    "selected_type": "ltc",
    "shared_care": false,
    "state": "CA"
}

{
    "quotes": [
        {
            "active_years": 20,
            "benefit_period": null,
            "carrier": {
                "am_best_rating": "A+",
                "approval_time": 30,
                "avatar_url": "https://d1usw6tyldpxhi.cloudfront.net/production/carriers/BKGAPZTURM2JW8NQ.svg",
                "established_year": 1981,
                "name": "Banner",
                "id": 28
            },
            "chronic_illness_rider": false,
            "death_benefit": 1000000.0,
            "discount": null,
            "distributions_yearly_level": null,
            "distributions_cumulative": null,
            "elimination_period": null,
            "exam": {
                "details": "You may be able to skip the medical exam based on your answers to underwriting questions. You can also skip the exam if you've seen the doctor and completed blood work in the last 18 months.",
                "required": "exam_possibly_required"
            },
            "expires_at": "2025-10-31T17:55:00.000-07:00",
            "guaranteed_account_values": null,
            "guaranteed_issue": null,
            "home_health_care_waiver": null,
            "id": "430a78d7-68a5-4af0-8bb3-7256727a4424",
            "illustration_available": false,
            "inflation_percentage": null,
            "instant_decision": true,
            "joint_id": null,
            "joint_waiver_of_premium": null,
            "lapse_protection_to_age": null,
            "living_benefits": {
                "details": null,
                "enabled": false
            },
            "ltc_pool_of_money_values": null,
            "ltc_rider": false,
            "ltc_rider_percentage": null,
            "mode": 1,
            "monthly_benefit": null,
            "monthly_benefit_values": null,
            "non_guaranteed_account_values": null,
            "non_guaranteed_distributions": null,
            "partner_discount": null,
            "pay_duration": 20,
            "pool_of_money": null,
            "preferred": true,
            "premium": 589.69,
            "premium_values": null,
            "product": {
                "conversion": "Conversions can be requested anytime within the duration of the guaranteed level premium period to a specified conversion product, up to attained age 70, whichever comes first. Policies issued at age 66 or over are convertible during the first five policy years.",
                "disclosure": "Approval and actual premiums will be based upon the entire underwriting process, including but not limited to, information provided on the application, exam results and specific underwriting requirements and criteria. OPTerm 10 issue ages are 20-75 all classes. OPTerm 15 issue ages are 20-75 all classes. OPTerm 20 issue ages are 20-70 for non-tobacco classes and 20-65 for tobacco classes. OPTerm 25 issue ages are 20-60 for non-tobacco classes and 20-55 for tobacco classes. OPTerm 30 issue ages are 20-55 for non-tobacco classes and 20-50 for tobacco classes. Premium rates vary by coverage amount: $100,000-$249,999, $250,000-$499,999, $500,000-$999,999, $1,000,000 and above. Premiums quoted include $60 annual policy fee. Premiums are guaranteed to stay level for 10,15, 20, 25 or 30 years, respectively, and increase annually after initial guarantee period. OPTerm policies can be issued in preferred plus non-tobacco, preferred non-tobacco, standard plus non-tobacco, standard non-tobacco, preferred tobacco and standard tobacco classes. OPTerm 10, 15, 20, 25 and 30 substandard policies can be issued through Table 12, subject to underwriting discretion. Coverage can be renewed to age 95. Policies can be returned without obligation within 30 days of receipt in most states. Rates as of 05.05.16. Additional Insurance Riders, form AIR (1-11) and state variations, can provide temporary life insurance coverage for 10, 15 or 20 years after which coverage ceases. Term riders are not available in all states; issue ages vary from base plan. Waiver of Premium Benefit Rider, policy form # ICC09 WPTR and state variations, is available. A cost-free Accelerated Death Benefit Rider, policy form # ICC10 ADB and state variations, is included with all policies in states where approved. Children's Life Insurance Rider, form ICC14- CLIR and state variations, can provide life insurance coverage on eligible children. Coverage expires at the earlier of the insured child’s 25th birthday, the base policy insured’s 65th birthday or base policy termination. Forms and policy provisions may vary by state. Policy descriptions provided here are not a statement of contract. Please refer to the policy forms for full disclosure of all benefits and limitations. Two year contestability and suicide provisions apply.",
                "e_delivery": true,
                "name": "OPTerm 20",
                "require_payment": false,
                "types": [
                    "term"
                ],
                "id": 105,
                "advisor_guide": null,
                "consumer_guide": "https://www.example.com/strife/v1/products/105/documents?document_type=consumer_guide",
                "underwriting_guide": "https://www.example.com/strife/v1/products/105/documents?document_type=underwriting_guide"
            },
            "rating": {
                "error": null,
                "max_weight": null,
                "min_weight": null,
                "rate": "Standard Plus"
            },
            "return_of_premium_rider": null,
            "save_age": {
                "details": null,
                "enabled": false,
                "suggested": false
            },
            "selected_type": "term",
            "shared_care": null,
            "state": "CA",
            "term_duration": 20,
            "vitality_level": null
        }
    ],
    "hints": [],
    "errors": null
}

{
  "step": "contact",
  "insured": {
    "quote_id": "your-quote-id"
  }
}

{
  "step": "contact",
  "metadata": {
    "Agentid": "1234",
    "Campaign": "Quote-Life"
  },
  "insured": {
    "quote_id": "08a1c66f-6d29-4f7f-b960-69bbe03d07fa",
    "email": "[email protected]",
    "phone_mobile": "(805) 557-1503",
    "street_address": "310 N Westlake Blvd",
    "city": "Westlake Village",
    "zip": 91362,
    "state": "CA",
    "country": "United States"
  }
}

{
  "step": "contact",
  "insured": {
    "quote_id": "08a1c66f-6d29-4f7f-b960-69bbe03d07fa",
    "email": "[email protected]",
    "phone": 8057070600,
    "street_address": "29130 Cliffside Dr",
    "city": "Malibu",
    "zip": 91362,
    "years_at_address": 2,
    "employer": "BackNine Insurance",
    "occupation": "Engineer",
    "occupation_years": 2,
    "employer_street_address": "310 N. Westlake Blvd. Suite 240",
    "employer_city": "Westlake Village",
    "employer_state": "CA",
    "employer_zip": 91362,
    "income": 100000,
    "assets": 500000,
    "liabilities": 250000,
    "ssn": "111-22-3333",
    "drivers_license": "D5745676",
    "drivers_license_state": "CA",
    "birth_state_or_country": "CA",
    "application_state": "CA",
    "bankruptcy": false
  },
  "parties": [
    {
      "first_name": "Jane",
      "last_name": "Doe",
      "phone_mobile": "(805) 557-1503",
      "relationship": "Wife",
      "gender": "Female",
      "address_street": "310 N Westlake Blvd",
      "address_city": "Westlake Village",
      "address_zip": 91362,
      "address_state": "CA",
      "address_country": "United States",
      "beneficiary_amount": 34,
      "type": "Individual",
      "is_primary_beneficiary": true,
      "birthdate": "1982-01-01"
    },
    {
      "name": "Giant Trust",
      "tin": "11-3456789",
      "phone_work": "(805) 557-1503",
      "email": "[email protected]",
      "formation_date": "2000-01-01",
      "address_street": "310 N Westlake Blvd",
      "address_city": "Westlake Village",
      "address_zip": 91362,
      "address_state": "CA",
      "address_country": "United States",
      "beneficiary_amount": 34,
      "type": "Trust",
      "is_primary_beneficiary": true
    },
    {
      "name": "Giant Business",
      "tin": "98-7654321",
      "phone_work": "(805) 557-1503",
      "email": "[email protected]",
      "address_street": "310 N Westlake Blvd",
      "address_city": "Westlake Village",
      "address_zip": 91362,
      "address_state": "CA",
      "address_country": "United States",
      "beneficiary_amount": 34,
      "type": "Trust",
      "is_primary_beneficiary": "true",
      "responsible_individual_email": "[email protected]",
      "responsible_individual_first_name": "John",
      "responsible_individual_last_name": "Doe",
      "responsible_party_relationship": "Captain",
      "responsible_party_sole_signer": true
    }
  ]
}

{
  "npn": 10790698,
  "insured": {
    "first_name": "John",
    "last_name": "Doe",
    "health": 3,
    "gender": "male",
    "smoker": "never",
    "birthdate": "2000-01-01",
    "email": "[email protected]"
  }
}

{
  "client_id": "your-client-id",
  "agent_email": "[email protected]",
  "insured": {
    "first_name": "John",
    "last_name": "Doe",
    "health": 3,
    "gender": "male",
    "smoker": "never",
    "birthdate": "2000-01-01",
    "email": "[email protected]"
  },
  "state": "CA"
}

{
  "client_id": "your-client-id",
  "agent_email": "[email protected]",
  "agent_first_name": "Jane",
  "agent_last_name": "Smith",
  "insured": {
    "first_name": "John",
    "last_name": "Doe",
    "health": 3,
    "gender": "male",
    "smoker": "never",
    "birthdate": "2000-01-01",
    "email": "[email protected]"
  },
  "state": "CA"
}

{
  "client_id": "your-client-id",
  "agent_email": "[email protected]",
  "agent_first_name": "Test",
  "agent_last_name": "Banker",
  "saml_id": "custom-saml-id",
  "insured": {
    "first_name": "John",
    "last_name": "Doe",
    "health": 3,
    "gender": "male",
    "smoker": "never",
    "birthdate": "2000-01-01",
    "email": "[email protected]"
  },
  "state": "CA"
}

{
    "apply_link": "https://demo.back9ins.com/apply/TestAgent?eapp_id=35&eapp_uuid=c0104a11-6287-4545-89ea-73f1f71531f3",
    "uuid": "c0104a11-6287-4545-89ea-73f1f71531f3",
    "errors": null,
    "warnings": null
}

{
  "electronic_application_access":
  {
    "npn": 12345, "email": true, "additional_case_access": true
  }
}

{
  "electronic_application_access":
  {
    "agent_id": 12345, "email": true, "additional_case_access": true
  }
}

{
  "electronic_application_access":
  {
    "agency_id": 12345, "email": true, "additional_case_access": true
  }
}

<div>
  <script
    id="strife"
    src="https://cdn.quoteandapply.io/widget.js?prefill&eapp_id=XXX&eapp_uuid=XXX#resume=your-resume-token"
    data-strife-container-id="container-id"
  ></script>
</div>

{
  "resume_token": "ZkJzRmFpN0FFVGRNK1hEemFOdkx2aURBMnN3TFVuRE41dWRuU3hGRWVnNmpKWFNLUGtRN29lVEJlTW5TM1AybGoycVVpb01OWUZlV1ZwUnpUWUh5UUZEZzY0WmMvcXVRR1AxUHo5cENJdVRtaTBFYldISDh6bUVqeEtlWS0tcG01UGZxUSswYldhWktPTS0tSmQ3VUF4L09hanlXRFREendObWdQQT09"
}

{
  "term_duration": 30
}

{
  "insured": {
    "quote_id": "some-quote-uuid"
  }
}

{
  "errors": null
}

{
  "email": "[email protected]"
}

{
  "phone": "(123) 456-7890"
}

{
  "sender_npn": "1234567",
  "first_name": "John",
  "last_name": "Doe",
  "phone_number": "8056600999",
  "death_benefit": 1000000,
  "gender": "Male",
  "birthdate": "1990-05-11",
  "state": "CA",
  "health": 5,
  "smoker": "Never",
  "mode": 12,
  "product_category": "10 Year Term"
}

[
  {
    "id":116662,
    "uuid":"ae9f4263-95e6-4fab-ab65-7a641bef0e81",
    "approved_domain": {
      "id": 1,
      "disable_client_emails": false
    },
    "step":14,
    "named_step": "Docusign - Final Step",
    "face_amount":1000000.0,
    "premium":44.94,
    "target_premium":null,
    "mode":12,
    "pay_duration":null,
    "state":"CA",
    "url":"https://quoteandapply.io/",
    "apply_link": "https://quoteandapply.io/?strife_id=116662&strife_uuid=a36d5544-5013-43cf-b3e9-58f59dc92fd3",
    "metadata": null,
    "first_name":"John",
    "last_name":"Doe",
    "birthdate":"1987-01-02",
    "gender":"Male",
    "zip":null,
    "intro_last_sent_at": null,
    "send_client_intro_message": true,
    "cash_value":1.0,
    "age_value":120,
    "ltc_rider_percentage":4,
    "other_pending_insurance_amount_to_be_accepted":null,
    "exam_date":"2020-12-14T07:45:00.000-08:00",
    "order_number":"TestModeConfirmation",
    "smoker":"Currently",
    "health":4,
    "height":69,
    "weight":160,
    "validated_rating":"Preferred NT",
    "referrer_id":null,
    "referrer_type":null,
    "product_category":"20 Year Term",
    "solve":"term",
    "crediting_rate":"Default Rate",
    "ltc_rider":false,
    "income_solve":"No",
    "income_start_age":65,
    "income_end_age":90,
    "lapse_protection_to_age":100,
    "part2":null,
    "test":false,
    "tia":true,
    "eft":true,
    "exam_skip_reason":null,
    "status":"Completed",
    "call_center":true,
    "agent_phone":"(805) 413-7562",
    "agent":{
      "id":1179,
      "name":"Reid Tattersall",
      "avatar":"production/agents/YBOQLRNVVGSIUTAT",
      "email":"[email protected]",
      "type":"Agent",
      "phone_work":"(805) 413-7562",
      "npn":10790698
    },
    "product":{
      "id":105,
      "name":"OPTerm 20",
      "carrier":{
        "id":28,
        "name":"Banner",
        "avatar":"https://d1usw6tyldpxhi.cloudfront.net/591900ff-cece-5ce0-0d1c-4f76313d2f3d.png",
        "scaled_avatar":"https://d1usw6tyldpxhi.cloudfront.net/MZJJPPDV.jpg"
      }
    },
    "carrier":{
      "id":28,
      "name":"Banner",
      "avatar":"https://d1usw6tyldpxhi.cloudfront.net/591900ff-cece-5ce0-0d1c-4f76313d2f3d.png",
      "scaled_avatar":"https://d1usw6tyldpxhi.cloudfront.net/MZJJPPDV.jpg"
    },
    "case":{
      "id": 100000,
      "policy_number": "XYZ789",
      "elimination_period": null,
      "inflation": null,
      "benefit_period": null,
      "benefit_amount": null,
      "benefit_mode": null,
      "premium": {
        "premium": 1000.0,
        "total": 12000.0
      },
      "tax_type": null,
      "surrender_charge_expiration": 0,
      "tracking_number": null,
      "contract_parties": [
        {
          "id": 100001,
          "type": "individual",
          "name": "Jane Smith",
          "avatar_url": null,
          "birthdate": "1990-01-01",
          "roles": [
            {
              "id": 1000,
              "role": "Insured",
              "rating_applied": null,
              "approval_rating": null,
              "underwriting_rationale": {},
              "occupation_class": null,
              "beneficiary_qualifier": null,
              "beneficiary_amount": null,
              "relationship": null
            },
            {
              "id": 1001,
              "role": "Owner",
              "rating_applied": null,
              "approval_rating": null,
              "underwriting_rationale": {},
              "occupation_class": null,
              "beneficiary_qualifier": null,
              "beneficiary_amount": null,
              "relationship": null
            }
          ],
          "email": null,
          "primary_phone": null,
          "address": {
            "id": 200001,
            "street_address": null,
            "zip": null,
            "city": null,
            "state": null,
            "country": null,
            "address_type": "home",
            "primary": false,
            "start_date": null,
            "end_date": null
          },
          "gender": null
        }
      ],
      "status": "Entered",
      "face_amount": 1000000.0,
      "mode": 12,
      "outstanding": 3,
      "commission": 55.0,
      "case_manager": {
        "id": 100002,
        "name": "Sarah Wilson",
        "avatar_url": null,
        "email": "[email protected]",
        "type": "Agent",
        "phone_work": "(555) 555-0001",
        "npn": null,
        "schedule": {
          "annuity": "Street",
          "disability": "Street",
          "life": "Street",
          "linked_benefit": "Street",
          "ltc": "Street",
          "variable_life": "Street"
        }
      },
      "days_pending": 203,
      "chronic_illness_rider": null,
      "ltc_rider": false,
      "state": "VA",
      "exchange_amount": 0.0,
      "lump_sum": 0.0,
      "tracking_number_type": "USPS",
      "tracking_number_link": "https://tools.usps.com/go/TrackConfirmAction?tLabels=",
      "target_premium": 0.0,
      "pua_premium": 0.0,
      "timeline": [
        {
          "date": "2024-01-31",
          "key": "app_sign_date",
          "description": "Application Signed"
        },
        {
          "date": "2024-01-31",
          "key": "submitted_date",
          "description": "Submitted to Carrier"
        },
        {
          "date": "2024-01-31",
          "key": "approved_date",
          "description": "Approved"
        },
        {
          "date": "2024-01-31",
          "key": "issue_date",
          "description": "Issued"
        },
        {
          "date": "2024-01-31",
          "key": "policy_date",
          "description": "Policy Date"
        },
        {
          "date": "2024-08-21",
          "key": "created_at",
          "description": "Received by BackNine"
        },
        {
          "date": null,
          "key": "sent_to_agent",
          "description": "Policy Sent to Agent"
        },
        {
          "date": null,
          "key": "delivery_requirements_due_date",
          "description": "Delivery Requirements Due Date"
        },
        {
          "date": null,
          "key": "inforce_date",
          "description": "Inforce"
        },
        {
          "date": null,
          "key": "conversion_expiry",
          "description": "Conversion Expiration"
        },
        {
          "date": null,
          "key": "closed_date",
          "description": "Closed"
        },
        {
          "date": null,
          "key": "gathering_medical_information_date",
          "description": "Gathering Medical Information"
        },
        {
          "date": null,
          "key": "all_offers_received",
          "description": "All Offers Received"
        }
      ],
      "carrier_e_delivery": false,
      "cash_received": null,
      "applied_mode": 12,
      "applied_premium": {
        "premium": 1000.0,
        "total": 12000.0
      },
      "case_concierge": {
        "id": 100003,
        "name": "Michael Brown",
        "avatar_url": null,
        "email": "[email protected]",
        "type": "Agent",
        "phone_work": "(555) 555-0002",
        "npn": null,
        "schedule": {
          "annuity": "Street",
          "disability": "Street",
          "life": "Street",
          "linked_benefit": "Street",
          "ltc": "Street",
          "variable_life": "Street"
        }
      },
      "tia": null,
      "informals": null,
      "assign_options": [
        {
          "id": 100004,
          "name": "Example Insurance Co",
          "type": "Carrier"
        },
        {
          "id": 100005,
          "name": "Jane Smith",
          "type": "ContractParty"
        },
        {
          "id": 100006,
          "name": "Robert Johnson",
          "type": "Agent"
        },
        {
          "id": 100007,
          "name": "Michael Brown",
          "type": "Agent"
        },
        {
          "id": 100008,
          "name": "Case Manager Team",
          "type": "Agency"
        },
        {
          "id": 100009,
          "name": "Example Life New Application",
          "type": "Personnel"
        },
        {
          "id": 100010,
          "name": "Example Insurance Services, Inc.",
          "type": "Agency"
        }
      ],
      "requirements": [
        {
          "id": 200,
          "type": "PhysicianStatement",
          "status": "Outstanding",
          "description": "\nDoctor: Dr. Jane Wilson\nOrder Number: 987654321\n\nIf you need to speak with someone, please call your case concierge Michael Brown at (555) 555-0002.",
          "email": 0,
          "order": {
            "id": 201
          },
          "completed": false,
          "dates": {
            "completed_at": null,
            "updated_at": "2024-08-21T09:34:00.000-07:00",
            "created_at": "2024-08-21T09:34:00.000-07:00",
            "follow_up_date": "2024-08-26T09:34:00.000-07:00"
          },
          "last_note": null
        },
        {
          "id": 202,
          "type": "Task",
          "status": "Outstanding",
          "description": "Do the needful",
          "email": null,
          "completed": false,
          "hidden": false,
          "dates": {
            "completed_at": null,
            "updated_at": "2024-08-21T09:34:00.000-07:00",
            "created_at": "2024-08-21T09:34:00.000-07:00",
            "follow_up_date": "2024-08-26T09:34:00.000-07:00"
          },
          "last_note": null
        },
        {
          "id": 203,
          "type": "Task",
          "status": "Outstanding",
          "description": "Confirm exam status.",
          "email": null,
          "completed": false,
          "hidden": false,
          "dates": {
            "completed_at": null,
            "updated_at": "2024-08-21T09:34:00.000-07:00",
            "created_at": "2024-08-21T09:34:00.000-07:00",
            "follow_up_date": "2024-08-22T09:34:00.000-07:00"
          },
          "last_note": null
        }
      ],
      "save_age": false,
      "electronic_application": null,
      "same_manager_for_party": true,
      "message_client": true,
      "updated_at": "2024-08-21T09:34:00.000-07:00",
      "convertible": false,
      "conversion": false,
      "show_snapshot": true,
      "product": {
        "id": 300,
        "name": "Example Product",
        "line": "life",
        "ltc_rider": true,
        "chronic_illness_rider": false,
        "type": "whole_life",
        "require_target_premium": false,
        "require_conversion_expiration_date": false
      },
      "address": {
        "id": 400,
        "name": ""
      },
      "appointment_cases": [
        {
          "id": 500,
          "split_percent": 1.0,
          "renewal_split": 1.0,
          "estimated_agent_first_year_and_excess_commission": 6600.0,
          "commissionable": true,
          "advisor": {
            "id": 600,
            "name": "Robert Johnson",
            "avatar_url": null,
            "type": "Agent",
            "email": "[email protected]",
            "phone_work": "(555) 555-0003",
            "title": "Vice President",
            "npn": 10000001
          },
          "appointment": {
            "id": 700,
            "name": "A1B2C3D4",
            "carrier_agreement_type": "Individual",
            "assignment": {
              "id": 700,
              "name": "A1B2C3D4"
            }
          },
          "marketing_manager": {
            "id": 800,
            "name": "Unassigned",
            "scheduling_links": null,
            "email": "[email protected]",
            "primary_marketing_manager_name": "Example Insurance Services, Inc.",
            "phone_work": "(555) 555-0004",
            "cobrowse_license": null
          }
        }
      ],
      "room": [
        {
          "id": 900,
          "name": "Example Insurance Services, Inc.",
          "type": "Agency",
          "link": "agencies",
          "avatar_url": null,
          "case_access_id": 1000,
          "case_manager": false,
          "case_concierge": false,
          "email": false,
          "agent": false,
          "phone": "(555) 555-0005",
          "advisor_email": "[email protected]",
          "advisor_access": true,
          "carrier_email": false,
          "carrier_access": false,
          "can_be_case_manager": true,
          "disabled": true,
          "personnel_department": null
        },
        {
          "id": 901,
          "name": "Michael Brown",
          "type": "Agent",
          "link": "agents",
          "avatar_url": null,
          "case_access_id": 1001,
          "case_manager": true,
          "case_concierge": true,
          "email": true,
          "agent": false,
          "phone": "(555) 555-0002",
          "advisor_email": "[email protected]",
          "advisor_access": true,
          "carrier_email": true,
          "carrier_access": true,
          "can_be_case_manager": true,
          "disabled": true,
          "personnel_department": null
        },
        {
          "id": 902,
          "name": "Case Manager Team",
          "type": "Agency",
          "link": "agencies",
          "avatar_url": null,
          "case_access_id": 1002,
          "case_manager": false,
          "case_concierge": false,
          "email": true,
          "agent": false,
          "phone": null,
          "advisor_email": "[email protected]",
          "advisor_access": true,
          "carrier_email": true,
          "carrier_access": true,
          "can_be_case_manager": false,
          "disabled": true,
          "personnel_department": null
        },
        {
          "id": 903,
          "name": "Example Life New Application",
          "type": "Personnel",
          "link": "personnels",
          "avatar_url": "https://example.com/avatar.png",
          "case_access_id": 1003,
          "case_manager": false,
          "case_concierge": false,
          "email": false,
          "agent": false,
          "phone": null,
          "advisor_email": "[email protected]",
          "advisor_access": false,
          "carrier_email": true,
          "carrier_access": true,
          "can_be_case_manager": false,
          "disabled": true,
          "personnel_department": null
        },
        {
          "id": 904,
          "name": "Robert Johnson",
          "type": "Agent",
          "link": "agents",
          "avatar_url": null,
          "case_access_id": 1004,
          "case_manager": false,
          "case_concierge": false,
          "email": true,
          "agent": true,
          "phone": "(555) 555-0003",
          "advisor_email": "[email protected]",
          "advisor_access": true,
          "carrier_email": false,
          "carrier_access": false,
          "can_be_case_manager": false,
          "disabled": false,
          "personnel_department": null
        }
      ],
      "documents": [],
      "notes": [],
      "addresses": [
        {
          "text": "Robert Johnson's Home: 456, City, CA 54321",
          "value": 2000
        },
        {
          "text": "Example Insurance Services, Inc.'s Business: 789 Business Ave, Suite 100, Business City, CA 98765",
          "value": 2001
        }
      ],
      "quotes": [],
      "quick_quotes": [],
      "conversion_eapps": [],
      "carrier": {
        "id": 1100,
        "name": "Example Insurance Co",
        "avatar_url": "https://example.com/carrier-logo.png",
        "instant_aps": true
      },
      "ga_code": null
    },
    "individuals":[
      {
        "id":88669,
        "first_name":"John",
        "middle_name":null,
        "last_name":"Doe",
        "gender":"Male",
        "birthdate":"1987-01-02",
        "name":"John Doe",
        "phone_mobile":"(805) 660-0916",
        "email":"[email protected]",
        "intro_last_sent_at": null,
        "send_client_intro_message": true,
        "ssn":"121-65-5465",
        "income":150000.0,
        "assets":1500000.0,
        "liabilities":500000.0,
        "bankruptcy":false,
        "bankruptcy_type":null,
        "bankruptcy_discharge_date":null,
        "us_citizen":true,
        "birth_location":"CA",
        "visa_type":null,
        "us_entry_date":null,
        "country_of_citizenship":"United States",
        "tobacco":null,
        "humanized":false,
        "drivers_license":{
          "id":45924,
          "state":"CA",
          "number":"D3456789",
          "no_drivers_license_reason":null
        },
        "occupation":{
          "id":40727,
          "occupation":"Developer",
          "start_date":"2008-12-09",
          "employee_id":88669,
          "employee_type":"Individual",
          "employer":{
            "id":28139,
            "name":"BackNine",
            "irrevocable":null,
            "business_address":{
              "id":515333,
              "street_address":"310 N Westlake Blvd",
              "zip":"91362",
              "city":"Thousand Oaks",
              "state":"CA",
              "country":"United States",
              "address_type":"business",
              "raw_address":"310 N Westlake Blvd, Thousand Oaks, CA 91362",
              "start_date":null
            }
          }
        },
        "addresses":[
          {
            "id":515332,
            "street_address":"123 Paradise Cove Rd",
            "zip":"90265",
            "city":"Malibu",
            "state":"CA",
            "country":null,
            "address_type":"home",
            "raw_address":"123 Paradise Cove Rd, Malibu, CA 90265",
            "start_date":"2017-12-09"
          },
          {
            "id":515337,
            "street_address":"3101 Townsgate Rd",
            "zip":"91361",
            "city":"Thousand Oaks",
            "state":"CA",
            "country":null,
            "address_type":"exam",
            "raw_address":"3101 Townsgate Rd, Thousand Oaks, CA 91361",
            "start_date":null
          }
        ],
        "application_roles":[
          {
            "id":114131,
            "role":"Insured",
            "beneficiary_amount":null,
            "beneficiary_qualifier":null,
            "relationship":null,
            "electronic_application_id":116662
          },
          {
            "id":114132,
            "role":"Owner",
            "beneficiary_amount":null,
            "beneficiary_qualifier":null,
            "relationship":null,
            "electronic_application_id":116662
          }
        ],
        "efts":[
          {
            "id":42603,
            "account_type":"Checking",
            "routing_number":"122105278",
            "account_number":"0000000016"
          }
        ],
        "medical_sources":[
          {
            "id":308,
            "name":"Starfleet Medical",
            "health_system":null,
            "physician":null,
            "status":"Connected",
            "created_at":"2020-12-09T01:14:30.000-08:00"
          }
        ],
        "signers":[
          {
            "id":106795,
            "role":"insured1/owner1",
            "electronic_application_id":116662
          }
        ]
      },
      {
        "id":88670,
        "first_name":"Jane",
        "middle_name":null,
        "last_name":"Doe",
        "gender":"Female",
        "birthdate":"1990-01-02",
        "name":"Jane Doe",
        "phone_mobile":"(805) 660-0917",
        "email":"[email protected]",
        "intro_last_sent_at": null,
        "send_client_intro_message": null,
        "ssn":"645-54-6546",
        "income":0.0,
        "assets":0.0,
        "liabilities":0.0,
        "bankruptcy":null,
        "bankruptcy_type":null,
        "bankruptcy_discharge_date":null,
        "us_citizen":null,
        "birth_location":null,
        "visa_type":null,
        "us_entry_date":null,
        "country_of_citizenship":null,
        "tobacco":null,
        "humanized":false,
        "drivers_license":null,
        "occupation":null,
        "addresses":[
          {
            "id":515334,
            "street_address":"123 Paradise Cove Rd",
            "zip":"90265",
            "city":"Malibu",
            "state":"CA",
            "country":"United States",
            "address_type":"home",
            "raw_address":"123 Paradise Cove Rd, Malibu, CA 90265",
            "start_date":null
          }
        ],
        "application_roles":[
          {
            "id":114133,
            "role":"Primary Beneficiary",
            "beneficiary_amount":1.0,
            "beneficiary_qualifier":"Percent",
            "relationship":"Wife",
            "electronic_application_id":116662
          }
        ],
        "efts":[

        ],
        "medical_sources":[

        ],
        "signers":[

        ]
      }
    ],
    "entities":[
      {
        "id":28140,
        "name":"BackNine",
        "tin":"65-4564445",
        "email":"[email protected]",
        "phone_work":"(805) 660-0918",
        "formation_date":null,
        "irrevocable":null,
        "type":"Entity",
        "address":{
          "id":515335,
          "street_address":"310 N Westlake Blvd",
          "zip":"91362",
          "city":"Thousand Oaks",
          "state":"CA",
          "country":"United States",
          "address_type":"business",
          "raw_address":"310 N Westlake Blvd, Thousand Oaks, CA 91362",
          "start_date":null
        },
        "application_roles":[
          {
            "id":114134,
            "role":"Contingent Beneficiary",
            "beneficiary_amount":0.5,
            "beneficiary_qualifier":"Percent",
            "relationship":"Employer",
            "electronic_application_id":116662
          }
        ],
        "responsible_parties":[

        ]
      },
      {
        "id":28141,
        "name":"Family Trust",
        "tin":"54-5681548",
        "email":"[email protected]",
        "phone_work":"(805) 660-1920",
        "formation_date":"1999-01-02",
        "irrevocable":false,
        "type":"Entity",
        "address":{
          "id":515336,
          "street_address":"495 N Ventu Park Rd",
          "zip":"91320",
          "city":"Thousand Oaks",
          "state":"CA",
          "country":"United States",
          "address_type":"business",
          "raw_address":"495 N Ventu Park Rd, Thousand Oaks, CA 91320",
          "start_date":null
        },
        "application_roles":[
          {
            "id":114135,
            "role":"Contingent Beneficiary",
            "beneficiary_amount":0.5,
            "beneficiary_qualifier":"Percent",
            "relationship":"Trust",
            "electronic_application_id":116662
          }
        ],
        "responsible_parties":[

        ]
      }
    ],
    "electronic_application_cases":[
      {
        "id":6220,
        "status":"Active",
        "policy_number":"MA456789",
        "face_amount":500000.0,
        "policy_date":"2010-01-02",
        "business_insurance":false,
        "replacement_reason":null,
        "carrier":{
          "id":48,
          "name":"MassMutual",
          "avatar":"https://d1usw6tyldpxhi.cloudfront.net/93bc8c34-adc7-4fa6-799e-4f7dd8844e2b.png",
          "scaled_avatar":"https://d1usw6tyldpxhi.cloudfront.net/"
        }
      }
    ],
    "smoking_statuses":[
      {
        "id":33747,
        "category":"Cigars",
        "frequency":2,
        "last_use_date":null,
        "status":"Currently"
      }
    ]
  }
]