{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/257f63b22e364a37adde19eff14c6c3a\" frameborder=\"0\" width=\"1108\" height=\"831\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":831,"width":1108,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":831,"thumbnail_width":1108,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/257f63b22e364a37adde19eff14c6c3a-ffaa2e4d6485b016.gif","duration":867.654,"title":"Applications","description":"This Loom explains how ComTrack’s Applications feature centralizes application tracking and matches it to book of business and commission data. It shows that applications submitted on HealthSherpa can be imported automatically into the application table via a webhook, while other applications can be added using ComTrack’s pre-built disposition form or through Zapier. The author describes how agent and upline portals can display the disposition form, how to import historical HealthSherpa data via CSV export and upload, and how application rules can create if-then rules for source, new versus existing client, new to Medicare, and referring agent splits. Finally, it demonstrates refreshing to cross-reference Applications against BOB and commissions, noting cases where BOB or commission matches may be missing until payments post."}