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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