Record a DMI / VCL noticeFor a Marketplace notice the client received, with or without an application through us. Creates a task due on the deadline.
Document
Household members on this notice
How we found out
{{ dmAddErr }}
Disenroll{{ pdLine }}
Reason
Coverage ends
📎 {{ f.n }}
 The client gets a secure link (valid 7 days) to review the cancellation and sign.
{{ pdErr }}
Add a policyFor a policy you now service without an enrollment here, e.g. after an agent-of-record change.
How it came to us
Product
Status
Effective
{{ paErr }}
Confirm DMI / VCLRecord what you saw when you checked.
Result
Checked with
{{ dcNote }}{{ dcErr }}
Referred by
{{ rfErr }}
Confirm paymentRecord only what you saw: where the payment shows as posted.
How it was paid
Confirmed by
{{ pcErr }}
Save note · {{ rqProd }}Pick where it belongs, then save
NOTE{{ rqSum }}
BELONGS TO
FOLLOW-UP · IF IT CAN'T BE DONE NOW
{{ rqLine }}
{{ epTitle }}{{ epSub }}
{{ yrAskFor }}Which coverage year?Nothing is created until you pick one.
{{ bannerText }}
Production connection blocked in staging build. The configured Supabase URL points to the production project. This build only runs against staging. Fix swcrm.config.js and reload.
{{ msgTitle }} {{ msgBody }}
Connect to staging Saved in this browser only — not in any project file. Use the staging project's URL and its anon / publishable key. Never the service_role key. {{ cfgErr }}
{{ pwTitle }} At least 12 characters, with an uppercase letter, a lowercase letter, a number and a symbol. {{ pwErr }}
{{ mfaTitle }} {{ mfaIntro }}
{{ mfaImg }} Can't scan? Enter this key: {{ mfaSecret }}
{{ mfaErr }}
SWCRM {{ loginSub }} {{ linkNotice }} {{ loginErr }}
SWCRM STAGING
{{ agencyName }} {{ userEmail }} {{ role }}
Settings
Leads Resources
Today {{ todayDate }}
Tasks · pick one, contact the client, save the result
Reply received{{ r.client }}{{ r.task }}“{{ r.subj }}”
{{ pageTitle }} Agency workload {{ todayDate }}
{{ wqMsg }}
{{ g.title }} {{ g.count }}
{{ w.kind }} {{ w.title }}
{{ w.due }}
Call Text
Work log · {{ lrClient }}{{ lrTitle }}{{ lrKind }}
Loading work history… {{ lrHistErr }} No work saved on this task yet.
Last work · {{ lrLast.at }} · {{ lrLast.what }} {{ lrLast.note }}
{{ h.at }} · {{ h.what }} {{ h.note }}
Result
Waiting on
Work done
This item is
{{ lrStateHint }}
{{ lrErr }}
{{ wqEmptyText }}
Contacts {{ countLine }}
{{ listErr }}
{{ emptyText }}
Contact not found This contact doesn't exist, or you don't have access to it. No other contact was opened.
This record changed after you opened it. Review the latest version before saving. Your unsaved changes are kept in the form.
{{ detailMsg }}

Needs attention

{{ naScope }}{{ fuCount }}Open Today
{{ fuEmptyText }}
No task yet for these open enrollment items
{{ r.what }} {{ r.status }}

Enrollment checks

First payment · {{ payBadge }} DMI / VCL · {{ dmiBadge }}
{{ r.case }}First payment {{ r.due }}
{{ r.status }}
No open task
{{ r.t }}{{ r.case }}
{{ r.status }}{{ r.dl }}
No open task
{{ payDoneLine }} {{ dmiDoneLine }}
{{ cvTitle }} {{ cvChip }} {{ cvAgent }}
{{ cvNotice }}
Current status {{ cvWaitLabel }} {{ cvWaitReason }}
Next task {{ cvNext }} {{ cvNextDue }}
Last in history {{ cvLast }} {{ cvLastWhen }}
{{ cvNMsg }}
{{ x.due }}
{{ x.why }}Last work · {{ x.last }}
{{ r.k }}{{ r.v }}
Assigned to
{{ h.at }}{{ h.t }}
 Nothing logged on this case yet.
{{ cvMsg }}
Add task · {{ addTFor }}
{{ addTDupText }} {{ addTErr }}
Work on it
{{ g.title }} {{ g.count }}
{{ w.kind }} {{ w.title }}
{{ w.due }}
Call Text
No record
{{ miniName }}{{ b.t }}

{{ d.name }}

{{ d.tag }}{{ d.ageT }}
{{ f.k }}
{{ f.v }}
{{ ccRhythmLine }}
{{ hdActLabel }}
Authorized rep
{{ r.name }} ({{ r.rel }})
{{ r.line }}
{{ pRepNone }}
 Household
{{ hhSumLine }}{{ m.n }} · {{ m.r }}
Client status
{{ engMsg }}
Referred by{{ refLine }}{{ refByMe }}
Client preferences
{{ cpText }}
{{ cpMsg }}From the latest enrollment · editing here needs database update PATCH_55
Cross-sell · also interested in
{{ rcXsMsg }}
Policies
{{ c.n }}{{ c.t }}
PolicyStatusEnrolledEffectiveCarrierPremiumDescription
{{ p.badge }} {{ p.enr }} {{ p.eff }} {{ p.carrier }} {{ p.prem }} {{ p.desc }}
SET STATUS {{ p.stMsg }}
{{ polEmptyText }}
{{ p.t }}{{ p.badge }}
Emails{{ emLast }}
LAST {{ lcWhat }} {{ lcWhen }} {{ lcSub }}
{{ naScope }}
{{ naTop.t }} {{ naTop.due }} {{ naTop.kind }} {{ naTop.detail }}
{{ naEmptyLine }}
{{ naListHead }}
Created · DueTime to contactTaskContact
{{ r.cr }}{{ r.due }}
{{ r.tm }}
{{ r.t }}NEW{{ r.x }}{{ r.detAll }}
{{ r.who }}
No task yet
{{ r.what }} {{ r.status }}

{{ intHead }}

Recorded in history. Not a sales opportunity until you create one.
{{ x.t }} · noted {{ x.when }}
{{ intMsg }}
{{ ipTitle }}{{ ipSub }}
What is this case for?
{{ ncErr }} {{ enrErr }}
{{ wipEmptyText }}
ACANo open enrollment
CASECASE STATUSNEXT TASK
{{ en.t2 }}{{ en.subLine }} {{ en.warn }}
{{ en.stage }}{{ en.prog }}
{{ en.due }}{{ en.task }} Suggested · {{ en.sugg }}
{{ k.t2 }}{{ k.subLine }}
{{ k.status }}{{ k.progress }}
{{ k.due }}{{ k.task }}Suggested · {{ k.sugg }}
 No record
Enrollments in progress · {{ dnOpenN }}
StartedStatusStarted howComparisonSubmissionNext task
{{ r.made }}{{ r.st }}{{ r.cC }}{{ r.fu }}
Enrollments in progress · {{ enOpenN }}{{ enOpenMsg }}
StartedStatusApplicationReview & enrollPaymentDMI / VCL
{{ r.made }}{{ r.st }}{{ r.cA }}{{ r.cC }}
Payment {{ payCount }}
No payment recorded yet.
{{ r.st }}{{ r.t }}
DMI / VCL {{ dmiCount }}
No DMI / VCL documents on record.
{{ r.st }}{{ r.t }}{{ r.due }}
Disenrolled · {{ disN }}
{{ r.st }}{{ r.t }}
Completed enrollments · {{ enrDoneN }}
{{ e.st }}
{{ f.k }}{{ f.v }}
 {{ acMsg }}
{{ dy.label }}
{{ l.k }}{{ l.v }}
{{ acEmptyText }}
{{ d.meta }}
{{ op.title }} {{ op.stage }} {{ op.meta }}
{{ opMsg }}
This record changed after you opened it. Review the latest version before saving.
Stage
{{ op.caseLine }}
Next task {{ op.naWhere }} {{ op.naLine }}
{{ op.quotesTitle }}
{{ q.carrier }}{{ q.premium }}{{ q.status }}
Outcome
{{ op.closedLine }}
History
{{ h.when }}{{ h.what }}
{{ en.title }} {{ en.stage }} {{ en.meta }}
This record changed after you opened it. Review the latest version before saving.
{{ enMsg }}
This enrollment is not on an enrollment case yet. Put it on the client’s enrollment case to see the 5 steps (plan · confirmation · payment · DMI · activate) in one place.
ACA case
{{ en.caseHint }}
What blocks activation {{ en.blockers }}
{{ en.suggest }} {{ en.caseNa }}
1 · Submitted
{{ en.subLine }}
2 · First payment
3 · DMI / VCL
{{ v.name }}{{ v.deadline }}
4 · Active coverage
{{ en.actLine }}
Policy / member number
{{ en.polLine }}
HouseholdMembers, coverage, tax filing and income — saved per member
Household
{{ h.who }} {{ h.seek }} {{ h.line }}
{{ hhMsg }}
Plans & client confirmationPCP / drug is recorded on the case card
Plan comparison
{{ p.title }} Chosen
{{ p.line }} {{ p.care }}
{{ planMsg }} Client confirmation
{{ cfStatus }}
{{ cfDetail }}
{{ cfMissing }} {{ h }} {{ cfMsg }}
Log
interaction {{ lgClient }} {{ lgPath }}
1 · The callProduct, how they reached you, and why they called
Product
How
Why they called *
{{ g.t }}
2 · CaseContinue an open case, start a new one, or service only
Which case is this call about? * {{ lgCaseHint }}
3 · Coverage workApply / change coverage — fill what happened; each send button records itself
ACA enrollment steps {{ stNow }}
On file
{{ stFileTitle }} {{ stFileLine }}
{{ stMsg }}
Consent not on file — send before helping
Broker designation not on file
② Broker designation {{ brLine }}
Household
{{ h.who }} {{ h.seek }} {{ h.line }}
{{ hhMsg }} PCP / Drug
{{ c.kind }} {{ c.name }} {{ c.result }}
{{ c.line }}
{{ careMsg }} Plan comparison
{{ p.title }} Chosen
{{ p.line }} {{ p.care }}
{{ planMsg }} Client confirmation
{{ cfStatus }}
{{ cfDetail }}
{{ cfMissing }} {{ h }} {{ cfMsg }} ACA enrollment No record
{{ lgWrapN }} · Wrap upOutcome, note, task and cross-sell
Outcome
Summary
Next task on the case {{ lgCurNa }}
Add opportunity (no case is created)
{{ lgErr }}
On file
{{ f.k }}{{ f.v }}
Note — written from your taps
{{ r.k }}{{ r.v }}
{{ formTitle }} {{ formSub }}
{{ g.t }}
Preferred email
Additional email becomes available after database update PATCH_52 runs on this database.
Possible duplicate — same phone or email
{{ formErr }}
Preview — what the client reviews {{ cfVersion }}
This summary is for {{ cfPurposeHint }}
Please review your application information {{ cfTo }}
{{ sec.title }}
{{ r.k }}{{ r.v }}
By confirming, you agree the information above is correct and ask us to submit your Marketplace application. Doctor and drug results reflect what we checked on the date shown and can change; please confirm with the carrier. Your eligibility and tax credit are decided by the Marketplace.
Client signs here
Secure link created · works until {{ cfLinkUntil }}. It is shown only now.
Link valid
{{ cfSendErr }}
Client's signing page (staging test)
Upload signed paper form Use only when the client signed the summary on paper. Upload a scan or photo of the signed pages. It is saved as "Paper signed / uploaded", separate from an electronic signature. You cannot sign for the client.
Once saved, this version is locked. Changes need a new version.
Consent · {{ cnName }}
{{ polView.line }}{{ polView.badge }}
{{ r.k }}{{ r.v }}
TASK DETAIL{{ tvTitle }}{{ tvMeta }}
Reason{{ tvReason }}
Work log · {{ tvCount }}
{{ h.at }} · {{ h.what }}{{ h.note }}
 {{ tvEmptyText }}
HouseholdPeople in {{ ctHhName }}'s household. Coverage is chosen inside each enrollment or application.
Email
To{{ mcTo }}ProductSubject
{{ f.name }}{{ f.size }} {{ mcAttHint }}
{{ mcMsg }}
Signing out in 1 minute (no activity).
{{ repTitle }} Someone the client allows you to discuss their insurance with.
{{ repErr }}