> For the complete documentation index, see [llms.txt](https://docs.whiteswan.io/partner-knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.whiteswan.io/partner-knowledge-base/wealthbox-integration/capabilities/start-a-plan-request.md).

# Start a Plan Request

{% hint style="info" %}
Before you start a plan request, please import your contact from Wealthbox. You can import by following the steps from the [Import Contact From Wealthbox](/partner-knowledge-base/wealthbox-integration/capabilities/import-contact-from-wealthbox.md) or [Search Wealthbox Contacts in White Swan](/partner-knowledge-base/wealthbox-integration/capabilities/search-wealthbox-contacts-in-white-swan.md) articles. You can also review **Previously Imported Contacts** from the Wealthbox integration widget.
{% endhint %}

1. After importing a contact, select **Start a Plan Request**.
2. If known, select the **Goal** (Accumulation or Protection) and **Policy Type** for the plan request. If not known, the plan request will show our [plan recommender](/partner-knowledge-base/platform-overview/client-experience/policy-type-recommendation-engine.md) which takes goals and preferences into consideration to recommend a plan. Select **Continue**.
3. Identify who should receive follow-up communication related to this request: You, your client, or both. Select **Start Request**. Please wait patiently as your request is processed - you will receive a success message when your request is ready.
4. After your initial request is ready, there are two options to complete your request:
   * If you will complete the request on behalf of your client, select **Fill Request Myself**, which will open the request in a new tab where you can complete any remaining questions so the [success manager](/partner-knowledge-base/platform-overview/platform-capabilities/client-success-managers-and-advanced-planning.md) can tailor the policy to your client’s preferences.
   * If your client will be completing the request, select **Send to Client**. From the popup, you can select **Copy Link** and share the link with your client. You can also share the link via Email and/or Text directly from the popup.
5. After you or your client completes the request, the success manager will design a custom [personal plan](/partner-knowledge-base/platform-overview/client-experience/personal-plans.md) and help your client through the rest of the [end-user experience](/partner-knowledge-base/platform-overview/client-experience.md).