Plan Request Finished

This event happens each time a personal plan request is completed through your White Swan account.

This trigger will run regardless of whether the client completes the request through a linked page, an embedded interface, or if they start or submit a complete request via Zapier or the API.

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Sample Payload

{
"event_message": "We just received a completed plan request for a Variable Universal Life Accumulation plan for your referral John Doe. View the request internally at https://app.whiteswan.io/partner_case/john-doe",
"name": "John Doe",
"first_name": "John",
"last_name": "Doe",
"email": "[e-mail]",
"policy_type": "Variable Universal Life",
"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": "[e-mail]",
"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": "Energy Fund",
    "allocation_percentage": 0.15
  },
  {
    "account_name": "Real Estate Fund",
    "allocation_percentage": 0.35
  },
  {
    "account_name": "Technology & Innovation Fund",
    "allocation_percentage": 0.5
  }
],
"request_id": "1690640821195x763050883821145600"
}

Data Returned by this Event:

Field Label	Field Key	Field Type	Example Value	Description
Event Message	event_message	Text	We just received a completed plan request...	Message detailing the event
Client Full Name	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	email	Text	[e-mail]	Email address 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
Client Phone Number	phone	Text	1234567890	Phone number of the client
Insured Resident State	resident_state	Text	Florida	State of residence of the insured
Plan Request Comment	request_comment	Text	Would like to discuss investment account options	Additional comments or details regarding the plan request
Plan Success Manager Name	plan_success_manager	Text	Eric Mikolai	Name of the manager handling the plan
Plan Success Manager Email	plan_success_manager_email	Text	[e-mail]	Email of the manager handling the plan
Plan Success Manager Phone	plan_success_manager_phone	Text	1234567890	Phone number of the manager handling the plan
Plan Success Manager Meeting Link	plan_success_manager_meeting_link	Text	https://calendly.com/eric_whiteswan/personal-plan-review-	Link to schedule a meeting with the manager
Referring Partner Company	associated_partner_account	Text	Acme Inc	Name of the partner company that referred the client
Referring Partner User	associated_partner_user	Text	Jane Doe	Name of the user associated with the page/custom case of this request
Referring Partner Page/Custom Case	associated_partner_page	Text	Variable Universal Life Company Page	Page/custom case from the partner company that referred the client
Request Death Benefit Need	death_benefit	Number	1000000	Amount of death benefit requested
Request Payment Schedule	payment_schedule	Text	Monthly	Payment schedule for the policy
Request Paid up Period (Text)	paid_up_period	Text	10 Years	Duration after which no more premiums need to be paid
Request Paid up Period (Number)	paid_up_period_numerical	Number	10	Numerical representation of the paid-up period
Request Term Length (Text, Term Life Only)	term_duration	Text	10 Years	Duration of the term life policy
Request Term Length (Number, Term Life Only)	term_duration_numerical	Number	10	Numerical representation of the term duration
Request Premium Budget (Accumulation Requests Only)	premium_budget	Number	10000	Budget for the policy premium
Insured Gender	gender	Text	Male	Gender of the insured
Insured Health Rating	health_rating	Text	Excellent	Health rating of the insured
Insured Date of Birth	date_of_birth	Datetime	2022-08-16T22:00:00.000Z	Date of birth of the insured
Insured Investment Risk Profile (Variable Universal Life Only)	risk_profiled	Text	Aggressive	Investment risk profile for variable universal life policies
Request Expedited Product Preference	expedited_products	Boolean	True	Preference for expedited products
Request Convertability Preference (Term Life Only)	convertability	Boolean	False	Preference for convertibility in term life policies
Rider Name(s)	riders	List	Waiver of Premium Rider, ...	Names of the riders chosen
Request Room for Additional Future Premium	additional_premium_room	Number	0	Additional room for future premium payments
Request One Time Deposit Amount	one_time_deposit_amount	Number	0	Amount for one-time deposit
Request Account Cap Preference (Indexed Universal Life Only)	uncapped_accounts	Text	Capped Accounts	Preference for account cap in indexed universal life policies
Request Fee Accounts Preference (Indexed Universal Life Only)	fee_accounts	Text	No Fee Accounts	Preference for fee accounts in indexed universal life policies
Request Plan for Retirement Income	planned_retirement_income	True/False	True	Preference to plan for retirement income
Request Retirement Income Start Age	retirement_start_age	Number	60	Age at which retirement income starts
Request Retirement Income Amount of Years	retirement_length	Number	20	Duration of retirement income
Request Customized Account Allocation	custom_account_allocation	True/False	True	Preference for customized account allocation
Cash Value Account/Fund Allocations	account_allocations	Object List	-	For Variable/Indexed Universal Life, the types of accounts/funds the cash value of this plan is initially allocated to.
-Account/Fund Type Name	account_name	Text	Technology Fund	Names of the account/fund type.
-Account/Fund Allocation Percentage	allocation_percentage	Number	0.15	Allocation percentage for the account/fund type.
Plan Request ID	request_id	Text	1690640821195x763050883821145600	Unique identifier for the plan request