# 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: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.whiteswan.io/partner-knowledge-base/api-documentation/webhooks/new-personal-plan.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.