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Providing complete medical and financial data allows 3i’s automated quoting assistants to evaluate carrier eligibility immediately.

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Policy & Financial Attributes

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string
The requested insurance product category:
  • Final Expense (or FE)
  • Mortgage Protection
  • Term Life
  • Whole Life
  • IUL
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string
Target death benefit amount (e.g. "$25,000", "50000", "$150,000").
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string
Existing insurance policies in place (e.g. "$10k through work", "None").
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string
Target monthly premium budget (e.g. "$75/mo", "$50 - $100").
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string
Household yearly income (e.g. "$48,000").
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string
Job title or employment status (e.g. "Retired Postal Worker", "Truck Driver").
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string
Homeowner status: Own, Rent, or Other.

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Health Knockouts & Medical Profile

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boolean
Tobacco or nicotine usage flag (true or false). Also accepts string "yes" or "no".
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string
High-level comma-separated condition summary (e.g. "High Blood Pressure, Type 2 Diabetes").
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string
Specific prescriptions (e.g. Metformin, Lisinopril), hospitalizations, or surgery dates. Directly queried by AI underwriting assistants.

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Mortgage Protection Attributes

When running mortgage protection campaigns, pass loan details to assist with amortization calculations:
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string
Loan type: Conventional, FHA, VA, Fixed, ARM.
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string
Remaining term on mortgage (e.g. "24 years", "30yr").
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string
Monthly mortgage payment amount (e.g. "$1,450").

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Military & Veteran Provenance

3i features dedicated routing and tagging for veteran and military families:
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string
Primary campaign vertical: "veterans" (or aliases like "vets", "military"). This sets the lead’s product category in the CRM, routes the lead to licensed agents, and enables category filtering.
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string
Specific military branch: Army, Navy, Air Force, Marines, Coast Guard, Space Force. Displayed prominently in the CRM Lead Details drawer and context strip so agents can pitch branch-specific affinity.
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string
(Optional) Specific status distinction: Disabled Veteran, Active Duty, Retired, Spouse / Family Member.Note: For standard veteran campaigns where lead_category: "veterans" and branch_of_service are provided, sending military_status: "Veteran" is redundant and can be omitted unless you are explicitly distinguishing active duty vs disabled veteran vs spouse.

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Beneficiary Information

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string
Name of the primary policy beneficiary (e.g. "Eleanor Vance").
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string
Relationship to the insured (e.g. "Spouse", "Daughter", "Son").
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string
Total number of designated beneficiaries.