> For the complete documentation index, see [llms.txt](https://docs.whiteswan.io/partner-knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/webhooks/new-personal-plan.md).

# New Personal Plan

This event happens each time a new [personal plan](/partner-knowledge-base/platform-overview/client-experience/personal-plans.md) is delivered to an end-user referred through your White Swan account.

{% hint style="info" %}
If a request has multiple personal plans associated with it, such as from a change request or after a call with the [success manager](/partner-knowledge-base/platform-overview/platform-capabilities/client-success-managers-and-advanced-planning.md), each new plan will cause this trigger to run.
{% endhint %}

***

<details>

<summary>Sample Payload</summary>

```json
{
"name": "John Doe",
"first_name": "John",
"last_name": "Doe",
"email": "john@gmail.com",
"policy_type": "Variable Universal Life",
"url_to_view_request_plans": "https://app.whiteswan.io/personal_plan/john-doe",
"url_to_view_request_internally": "https://app.whiteswan.io/partner_case/john-doe",
"url_to_finish_request": "https://app.whiteswan.io/get_started?block=c&request=1810952036992517125",
"main_goal": "Accumulation",
"phone": "1234567890",
"resident_state": "Florida",
"request_comment": "Would like to discuss investment account options",
"plan_success_manager": "Eric Mikolai",
"plan_success_manager_email": "eric@whiteswan.io",
"plan_success_manager_phone": "1234567890",
"plan_success_manager_meeting_link": "https://calendly.com/eric_whiteswan/personal-plan-review",
"associated_partner_account": "Acme Inc",
"associated_partner_user": "Jane Doe",
"associated_partner_page": "Variable Universal Life Company Page",
"death_benefit": 1000000,
"payment_schedule": "Monthly",
"paid_up_period": "10 Years",
"paid_up_period_numerical": 10,
"term_duration": "10 Years",
"term_duration_numerical": 10,
"premium_budget": 10000,
"gender": "Male",
"health_rating": "Excellent",
"date_of_birth": "2022-08-16T22:00:00.000Z",
"risk_profile": "Aggressive",
"expedited_products": true,
"convertability": false,
"riders": [
  "Waiver of Premium Rider",
  "Terminall Illness Rider",
  "Return of Premium Rider",
  "Supplemental Term Rider"
],
"additional_premium_room": 0,
"one_time_deposit_amount": 0,
"uncapped_accounts": "Capped Accounts",
"fee_accounts": "No Fee Accounts",
"planned_retirement_income": true,
"retirement_start_age": 60,
"retirement_length": 20,
"custom_account_allocation": true,
"account_allocations": [
  {
    "account_name": "Real Estate Fund",
    "allocation_percentage": 0.6
  },
  {
    "account_name": "Technology & Innovation Fund",
    "allocation_percentage": 0.4
  }
],
"personal_plan_ids": [
  "21859x36990",
  "218590x369356"
],
"request_id": "1690640821195x3690508838211456001"
}
```

</details>

**Data Returned by this Event:**

This webhook returns a personal plan object, which you can learn more about [here](/partner-knowledge-base/api-documentation/information-calls/personal-plan-s.md).


---

# Agent Instructions
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## Querying This Documentation
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```
GET https://docs.whiteswan.io/partner-knowledge-base/api-documentation/webhooks/new-personal-plan.md?ask=<question>&goal=<endgoal>
```

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