Plan Request(s)
The Plan Request Search action allows you to retrieve information about one or several plan requests through your White Swan account.
Plan request information is also available via case tracking pages.
Input (Search) Fields:
Request ID (Optional)
Text
11890562x825608
Can optionally be provided to retrieve information about a specific plan request.
Account User Email (Optional)
Text
john@doe.com
Can optionally be provided to show plan requests associated with a particular user in your account.
Client Email (Optional)
Text
jane@doe.com
Can optionally be provided to show plan requests associated with a particular client referred through your White Swan account.
Output Fields:
Client Full Name
Text
John Doe
Full name of the client
Client First Name
Text
John
First name of the client
Client Last Name
Text
Doe
Last name of the client
Client Email
Text
john@doe.com
Email address of the client
URL To View Plan(s) For Request
Text
https://app.whiteswan.io/personal_plan/john-doe
The URL to view the personal plan(s) associated with this plan, if available.
URL To View Request Internally
Text
https://app.whiteswan.io/partner_case/john-doe
The URL to view the request inside your White Swan account (not the interface intended for the end-user).
URL To Finish Request
Text
https://app.whiteswan.io/get_started/john-doe
If this plan request hasn't been finished, the URL to finish filling out the request.
Request Policy Type
Text
Variable Universal Life
Type of policy requested
Request Main Goal
Text
Accumulation
Main goal of the request
Client Phone Number
Text
1234567890
Phone number of the client
Insured Resident State
Text
Florida
State of residence of the insured
Plan Request Comment
Text
Would like to discuss investment account options
Additional comments or details regarding the plan request
Plan Success Manager Name
Text
Eric Mikolai
Name of the manager handling the plan
Plan Success Manager Email
Text
eric@whiteswan.io
Email of the manager handling the plan
Plan Success Manager Phone
Text
1234567890
Phone number of the manager handling the plan
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
Text
Acme Inc
Name of the partner company that referred the client
Referring Partner User
Text
Jane Doe
Name of the user associated with the page/custom case of this request
Referring Partner Page/Custom Case
Text
Variable Universal Life Company Page
Page/custom case from the partner company that referred the client
Request Death Benefit Need
Number
1000000
Amount of death benefit requested
Request Payment Schedule
Text
Monthly
Payment schedule for the policy
Request Paid up Period (Text)
Text
10 Years
Duration after which no more premiums need to be paid
Request Paid up Period (Number)
Number
10
Numerical representation of the paid-up period
Request Term Length (Text, Term Life Only)
Text
10 Years
Duration of the term life policy
Request Term Length (Number, Term Life Only)
Number
10
Numerical representation of the term duration
Request Premium Budget (Accumulation Requests Only)
Number
10000
Budget for the policy premium
Insured Gender
Text
Male
Gender of the insured
Insured Health Rating
Text
Excellent
Health rating of the insured
Insured Date of Birth
Datetime
2022-08-16T22:00:00.000Z
Date of birth of the insured
Insured Investment Risk Profile (Variable Universal Life Only)
Text
Aggressive
Investment risk profile for variable universal life policies
Request Expedited Product Preference
True/False
True
Preference for expedited products
Request Convertability Preference (Term Life Only)
True/False
False
Preference for convertibility in term life policies
Rider Name
Lise
Waiver of Premium Rider, ...
Names of the riders chosen
Request Room for Additional Future Premium
Number
0
Additional room for future premium payments
Request One Time Deposit Amount
Number
0
Amount for one-time deposit
Request Account Cap Preference (Indexed Universal Life Only)
Text
Capped Accounts
Preference for account cap in indexed universal life policies
Request Fee Accounts Preference (Indexed Universal Life Only)
Text
No Fee Accounts
Preference for fee accounts in indexed universal life policies
Request Plan for Retirement Income
True/False
True
Preference to plan for retirement income
Request Retirement Income Start Age
Number
60
Age at which retirement income starts
Request Retirement Income Amount of Years
Number
20
Duration of retirement income
Request Customized Account Allocation
True/False
True
Preference for customized account allocation
Account Allocations
Line Item(s)
-
For Variable/Indexed Universal Life, the types of accounts/funds the cash value of this plan is initially allocated to.
-Account/Fund Name
Text
Long-Term Bond Fund
Names of the account/fund type
-Account/Fund Allocation Percentage
Text
0.15
Allocation percentages for the account/fund type
Personal Plan ID(s)
List
1690640821195x763050883821145600
The ID(s) of any personal plans associated with this Quote Request.
Plan Request ID
Text
1690640821195x763050883821145600
Unique identifier for the plan request
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