New Plan Request Started
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This event happens each time an end-user initiates a request for a personal plan through a page or a custom case via your White Swan account.
Data Returned by this Event:
Event Message
event_message
Text
John Doe just started a personal plan request for a Variable Universal Life Accumulation plan through one of your White Swan pages. View the request internally at https://app.whiteswan.io/partner_case/john-doe
A message providing an overview of the new plan request
Client Full Name
full_name
Text
John Doe
Full name of the client
Client First Name
first_name
Text
John
First name of the client
Client Last Name
last_name
Text
Doe
Last name of the client
Client Email
Text
Email address of the client
Client Phone Number
phone_number
Text
1234567890
Phone number of the client
Request Policy Type
policy_type
Text
Variable Universal Life
Type of policy requested
Request Main Goal
main_goal
Text
Accumulation
Main goal of the request
Request ID
request_id
Text
215708652x41096812345
Unique identifier for the request
Request Source Page
source_page
Text
Variable Universal Life Page
Page from which the request originated