New Personal Plan
This event happens each time a new personal plan is delivered to an end-user referred through your White Swan account.
If a request has multiple personal plans associated with it, such as from a change request or after a call with the success manager, each new plan will cause this trigger to run.
Sample Payload
{
"name": "John Doe",
"first_name": "John",
"last_name": "Doe",
"email": "[email protected]",
"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": "[email protected]",
"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"
}
Data Returned by this Event:
This webhook returns a personal plan object, which you can learn more about here.
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