{"ok":true,"version":41,"updatedAt":"2026-11-02T05:51:06+00:00","updatedBy":"wendyvo@thebestrateins.com","templates":[{"id":"ob-note","name":"enroll","enabled":true,"defaultShortcut":{"code":"F2","key":"F2","ctrl":false,"alt":false,"shift":false,"meta":false,"label":"F2"},"html":"

Enrolled (or) Renew - 

- Plan:

- Premium: $

- Broker effective date:

- HH _ A _ Income $

- Authorized portal:

Need:

- 1st payment: 

- Payment status:

- Choose Dr:

- Upload request:

"},{"id":"tpl-mu7eghse-s4yo5","name":"renew","enabled":true,"defaultShortcut":{"code":"","key":"","ctrl":false,"alt":false,"shift":false,"meta":false,"label":"Not set"},"html":" Call to renew, client confirm:

- HH _ A _  Income $
- Apply for member: 
- Enrolled Address:
- PCP/Dr. :
- same plan 2026 (or) Need to quote new plan
"},{"id":"tpl-mu7eqcdm-q6tfh","name":"NTQ","enabled":true,"defaultShortcut":{"code":"","key":"","ctrl":false,"alt":false,"shift":false,"meta":false,"label":"Not set"},"html":"Need to Quote:

- HH _ A _ Income $
- Apply for member: 
- Enrolled Address:
- PCP/Dr. :
- Currrent plan: 
"},{"id":"tpl-mu7ewz5r-9zrzd","name":"ChangeNPN","enabled":true,"defaultShortcut":{"code":"","key":"","ctrl":false,"alt":false,"shift":false,"meta":false,"label":"Not set"},"html":"Changed NPN - 

- Plan:
- Premium: $
- Broker effective date:
- HH _ A _ Income $
- Authorized portal:

Need:
- 1st payment:
- Payment status:
- Choose Dr:
- Upload request:
"},{"id":"tpl-mu7f72m7-5ofrh","name":"PMI","enabled":true,"defaultShortcut":{"code":"","key":"","ctrl":false,"alt":false,"shift":false,"meta":false,"label":"Not set"},"html":"Call carrier to get PMI -

- Status:
- PTD:
- AOR
FYI to @Vanessa Nguyen
"},{"id":"tpl-mu7fcfne-8ci9m","name":"Check carrier","enabled":true,"defaultShortcut":{"code":"","key":"","ctrl":false,"alt":false,"shift":false,"meta":false,"label":"Not set"},"html":"Check carrier:
- PTD:
- Status: 
 
"},{"id":"tpl-mu7ffbuh-mn9d1","name":"Check enrollment","enabled":true,"defaultShortcut":{"code":"","key":"","ctrl":false,"alt":false,"shift":false,"meta":false,"label":"Not set"},"html":"Check enrollment:

- status:
- AOR:
- deadline upload:
"},{"id":"tpl-mu7g5f6z-vsk74","name":"RTE","enabled":true,"defaultShortcut":{"code":"","key":"","ctrl":false,"alt":false,"shift":false,"meta":false,"label":"Not set"},"html":"
Ready to enroll, agent confirm - 
- Plan:
- Premium: $
- Effective date:
- HH _ A _ Income $
- Apply for member: 
- Enrolled address:
- Mailing address
- County:
- Authorized portal:
"},{"id":"tpl-mu7gtq2h-7d1hs","name":"request com","enabled":true,"defaultShortcut":{"code":"","key":"","ctrl":false,"alt":false,"shift":false,"meta":false,"label":"Not set"},"html":"requested to review commission

"},{"id":"tpl-mu7guj80-w8jfq","name":"Com","enabled":true,"defaultShortcut":{"code":"","key":"","ctrl":false,"alt":false,"shift":false,"meta":false,"label":"Not set"},"html":"Commission Note:


"},{"id":"tpl-mu7gvlfv-1ijr0","name":"respond","enabled":true,"defaultShortcut":{"code":"","key":"","ctrl":false,"alt":false,"shift":false,"meta":false,"label":"Not set"},"html":"carrier responded: 

"},{"id":"tpl-mvef1fxm-1g5g5","name":"Authorize","enabled":true,"defaultShortcut":{"code":"","key":"","ctrl":false,"alt":false,"shift":false,"meta":false,"label":"Not set"},"html":"Authorized: 

2026 - (portal) - (date)
"},{"id":"tpl-mvyubtjf-8cbpq","name":"Check $0","enabled":true,"defaultShortcut":{"code":"","key":"","ctrl":false,"alt":false,"shift":false,"meta":false,"label":"Not set"},"html":"Check $0 application:

- Amount:
- upload:
- status:
"}]}