Submit Complete Plan Request

This action can be used to create a highly tailored and customized plan request where the entire plan request experience is skipped.

This action has many required fields. If you don't have enough information to provide all required fields but you don't want the end-user to go through the plan request, you can use the Start Personal Plan Request action and have someone on your team finish the plan request on the behalf of the end-user.

To access instant quotes from this action, you first need to make sure that your BackNine integration is activated. Secondly, any instant quotes that may be generated from this action will not be returned in the response. Instead, you will have to use the New Personal Plan Trigger to receive these quotes asynchronously.


Input Fields:

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:

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