# New Plan Offered

This trigger runs when an [offer](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/client-experience/underwriting-and-issuance) has been made from the insurer that received an [application](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/client-experience/applications). At this point, the client can decide whether they want to get started with the plan or not.

{% hint style="info" %}
The insurer may not always provide an offer for all applications. If this happens, the [success manager](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/platform-capabilities/client-success-managers-and-advanced-planning) can help the end-user apply for another product with another insurer. Additionally, the offer may have a different health rating than what was assumed when the product was applied for. The success manager will help explain this to the end-user to help them make an informed decision.
{% endhint %}

***

**Data Returned by the Trigger:**

<table data-full-width="true"><thead><tr><th>Field</th><th>Field Type</th><th>Example Value</th><th>Description</th></tr></thead><tbody><tr><td>Event Message</td><td>Text</td><td>We just finished underwriting for your referral John Doe, and have received an offer from Nationwide...</td><td>Message detailing the event</td></tr><tr><td>Plan Status</td><td>Text</td><td>Offer Received from Insurer</td><td>Status of the plan</td></tr><tr><td>Client Full Name</td><td>Text</td><td>John Doe</td><td>Name of the client</td></tr><tr><td>Client Email</td><td>Text</td><td>johndoe@gmail.com</td><td>Email address of the client</td></tr><tr><td>Client Phone Number</td><td>Text</td><td>1234567890</td><td>Phone number of the client</td></tr><tr><td>Plan ID</td><td>Text</td><td>13092581x25015891</td><td>Unique identifier for the plan</td></tr><tr><td>Original Request ID</td><td>Text</td><td>132535x91530815</td><td>ID of the original plan request</td></tr></tbody></table>


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# Agent Instructions: Querying This Documentation

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```
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```

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