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:

Field Name
Field Type
Example Value
Description

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:

Field
Field Type
Example Value
Description

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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