New Plan Delivered

This event happens when an offer has been accepted by a client and arrangements have been made to activate the plan. This includes processes such as signing paperwork and setting up payments.

The work involved in the delivery process is managed by the client success manager. After the policy has been delivered, it will start to generate earnings if you've activated earnings for your White Swan account.

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Sample Payload

{
"event_message": "We just delivered a plan for your referral John Doe. As premiums are paid on this policy, we will start receiving compensation for this case, which we will share with you according to our earnings agreement. To follow your earnings, you can visit https://app.whiteswan.io/earnings/acme",
"status": "Policy Delivered & In-Force",
"client_name": "John Doe",
"client_email": "[email protected]",
"client_phone": "[phone]",
"plan_id": "130981250891",
"original_request_id": "132590815"
}

Data Returned by this Event:

Field Label	Field Key	Field Type	Example Value	Description
Event Message	event_message	Text	We just delivered a plan for your referral John Doe...	Message detailing the event
Plan Status	status	Text	Policy Delivered & In-Force	Status of the plan
Client Full Name	client_name	Text	John Doe	Name of the client
Client Email	client_email	Text	[email protected]	Email address of the client
Client Phone Number	client_phone	Text	1234567890	Phone number of the client
Plan ID	plan_id	Text	130981250891	Unique identifier for the plan
Original Request ID	original_request_id	Text	132590815	ID of the original plan request