Start Personal Plan Request
Last updated
Last updated
This action can be used to start a new customized plan request for an end-user. It will return a URL which you can link to or embed in your website/app to allow the end-user or someone on your team to finish the request.
Any information provided in the input of this action will skip the corresponding question in the plan request. This action can also be used to standardize choices and package life insurance offerings for the end-user.
If Main Goal and Policy Type is provided with this action, the returned URL will go straight to the personal plan request. If either the Main Goal or the Policy Type is not provided, the returned URL will go to the plan recommendation engine.
Input Fields:
| Field Label | Field Key | Field Type | Required | Example Value | Description | Alternatives (if Multiple-Choice) |
|---|---|---|---|---|---|---|
When using the input to customize cash value allocations for variable universal life, bear in mind that percentages are defined on two levels - overall category allocation, and specific category component allocation. As an example for this, a 50% allocation to Overall Index Funds and a 50% allocation to S&P 500 Index Funds would result in an actual allocation of 25% to S&P 500 Index Funds.
Output fields:
| Field Name | Field Type | Example Value | Description |
|---|---|---|---|
Name
name
Text
No
John Doe
The full name of the person who the request is made on behalf of.
-
Text
No
john@example.com
The email of the person who the request is made on behalf of.
-
Intended Insured Name
intended_insured_name
Text
No
Jack Doe
If the intended insured is not the same person as the policy holder, include the full name of the intended insured.
-
Second Insured Name
name_2
Text
No
Jane Doe
If covering two people, the full name of the second insured.
-
Policy type
policy_type
Multiple-Choice
No
Term Life
The policy type that this request is made for. If this and the main goal is provided with the request, the returned URL will go straight to the personal plan request, if not, the returned URL will go to the plan recommendation engine.
Variable Universal Life, Indexed Universal Life, Whole Life, Term Life, Guaranteed Universal Life, Private Placement Life
Main Goal
main_goal
Multiple-Choice
No
Accumulation
The primary goal of this plan request, either Protection, Balanced, or Accumulation. If this and the policy type is provided with the request, the returned URL will go straight to the personal plan request, if not, the returned URL will go to the plan recommendation engine.
Accumulation, Balanced, Protection
Embed URL
embed_url
Boolean
No
false
If Embed URL is true, this action will return a URL that can be embedded in the same way that normal pages can be embedded through White Swan.
-
Turbo Request Mode (Skip Extras Section)
extras
Boolean
No
false
If this option is set as true, this request will skip the extras section, which contains deeper plan customization options such as retirement income planning, account selection, rider selection, and more.
-
Pre-fill Application Data ID
contact_id
Text
No
12345
If you have already created a pre-fill information you can pass its ID by using this parameter to associate that info with this request.
-
Custom Success Page (URL)
redirect_url
Text
No
https://example.com/success
If this is provided this request will be redirected to your custom URL when the request is finished, which you can use to nurture client relationships or cross sell other products/services.
-
Case Associated Person (Email)
associated_person
Text
No
associate@example.com
Optionally this case can be associated with a specific user on your White Swan account by including their email here. If left blank, it will be the person who set up this zap.
-
Phone Number
phone
Text
No
(123) 456-7890
The phone number of the person who the request is made on behalf of.
-
Resident State
resident_state
Multiple-Choice
No
California
The state in which the insured person is a resident.
All 50 States in the United States, written out in full in a capitalized form like example value.
Death Benefit Need
death_benefit
Number
No
500000
The amount of death benefit that is required for this plan. To opt for the lowest amount possible given a certain premium budget, use 0.
-
Payment Schedule
payment_schedule
Multiple-Choice
No
Monthly
How often premiums should be paid on this plan.
Monthly, Quarterly, Yearly
Paid Up Period
paid_up_period
Multiple-Choice
No
10 Years
How many years premiums should be paid on the policy (N/A for term life).
One-time, 10 Years, 20 Years, 30 Years, Lifetime
Term Life Coverage Period
term_duration
Multiple-Choice
No
20 Years
If this request is for term life, how many years the policy should cover the insured.
Less than 10 years, 10 Years, 15 Years, 20 Years, 30 Years, 40 Years
Premium Budget
premium_budget
Number
No
1000
The budget for premium payments (only applicable for plan requests with Accumulation as the main goal).
-
Gender
gender
Multiple-Choice
No
Male
Whether the intended insured person is Male or Female.
Male, Female
Second Insured Gender
gender_2
Multiple-Choice
No
Female
If covering two people, if the second insured is Male or Female.
Male, Female
Date of Birth
date_of_birth
DateTime
No
19850716T000000+0100
The date of birth of the intended insured person.
-
Second Insured Date of Birth
date_of_birth_2
DateTime
No
19850716T000000+0100
If covering two people, the date of birth of the second insured.
Health Rating
health_rating
Multiple-Choice
No
Good
How the insured person would rate their own general health.
Average, Good, Excellent
Second Insured Health Rating
health_rating_2
Multiple-Choice
No
Excellent
If covering two people, how would the second insured rate their general health.
Average, Good, Excellent
Insured Uses Tobacco/Nicotine
tobacco
Boolean
No
false
Whether the intended insured person uses tobacco/nicotine products or not.
-
Second Insured Uses Tobacco/Nicotine
tobacco_2
Boolean
No
false
If covering two people, whether the second insured uses tobacco/nicotine products or not.
-
Insured Uses Marijuana/THC
marijuana
Boolean
No
false
Whether the intended insured person uses marijuana/THC products or not.
-
Second Insured Uses Marijuana/THC
marijuana_2
Boolean
No
false
If covering two people, whether the second insured uses marijuana/THC products or not.
-
Insured Height in Feet
height_feet
Number
No
6
The height in feet of the intended insured person.
-
Insured Height in Inches
height_inches
Number
No
2
The height in inches of the intended insured person.
-
Second Insured Height in Feet
height_feet_2
Number
No
5
If covering two people, the height in feet of the second insured.
-
Second Insured Height in Inches
height_inches_2
Number
No
6
If covering two people, the height in inches of the second insured.
-
Insured Weight in Pounds
weight_pounds
Number
No
180
The weight in pounds of the intended insured person.
-
Second Insured Weight in Pounds
weight_pounds_2
Number
No