This input can optionally be used to get information about a specific client. See full documentation of this action and more in the [White Swan knowledge base](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/search-actions/referred-client-s).

This input can optionally be used to only show earnings events associated with a particular user on your account. See full documentation of this action and more in the [White Swan knowledge base](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/search-actions/earnings-event-s).

This input can optionally be used to only show earnings events associated with a particular client referred from your account.

This input can optionally be used to only show earnings events created after the current date minus X amount of days.

Can optionally be provided to retrieve information about a specific plan request. See full documentation of this action and more in the [White Swan knowledge base](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/search-actions/plan-request-s).

Can optionally be used to show plan requests associated with a particular user in your account.

Can optionally be used to show plan requests associated with a particular client referred through your White Swan account.

To retrieve information about a specific personal plan, you can map a personal plan ID from another trigger/action here.

Can optionally be used to only show personal plans that are associated with a particular user in your account.

Can optionally be used to show personal plans associated with a particular client referred through your account.

Optionally, you can get a specific user by specifying their email here. See full documentation of this action and more in the [White Swan knowledge base](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/search-actions/account-user-s).

The full name of the person who the request is made on behalf of. See full documentation of this action and more in the [White Swan knowledge base](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/create-actions/submit-complete-plan-request).

The email of the person who the request is made on behalf of.

The phone number of the person who the request is made on the behalf of.

If the intended insured is not the same person as the policy holder, include the full name of the intended insured.

If covering two people, the full name of the second insured.

The policy type that this request is for.

The primary goal of this plan request, either Protection or Accumulation.

If you have already created a pre-fill application information you can pass its ID using this parameter to associate that info with this request.

Optionally this case can be associated with a specific user on your White Swan account by including their email here.

The state in which the intended insured person is a resident.

The amount of death benefit that is required for this plan. To choose the lowest possible death benefit given the premium, submit 0.

Whether the intended insured person is male or female.

If covering two people, if the second insured is Male or Female.

The date of birth of the intended insured person.

If covering two people, the date of birth of the second insured.

How the insured person would rate their own general health.

If covering two people, how would the second insured rate their general health.

The height in feet of the intended insured person

The height in inches of the intended insured person

If covering two people, the height in feet of the second insured.

If covering two people, the height in inches of the second insured.

The weight in pounds of the intended insured person

If covering two people, the weight in pounds of the second insured.

Whether the intended insured person uses tobacco/nicotine products or not.

If covering two people, whether the second insured uses tobacco/nicotine products or not.

Whether the intended insured person uses marijuana/THC products or not.

If covering two people, whether the second insured uses marijuana/THC products or not.

How often premiums should be paid on this plan.

The budget for premium payments. Required for all requests with Allocation as Main Goal.

For how many years premiums should be paid on the policy (N/A for term life).

If term life request, how many years the policy should cover the insured.

The risk appetite of the intended policy owner. Only applicable for Variable Universal Life

Whether this request should be for a product with expedited underwriting, which are policies that can be issued in 1-2 days.

Whether a term life insurance should have the option to be converted into a permanent life insurance policy.

The riders that should be included in this plan.

The amount of additional future premium that should be able to be paid for this plan while maintaining tax advantages.

The additional (if any) one-time amount that's planned to be deposited with the first premium of this policy.

The type of account/fund for this allocation slot. Note that account availability varies.

If custom allocation is selected, the percentage allocated to this account/fund. Note that percentage allocations for all non Overall Allocation options indicate the allocation as a percentage of the allocation to that Overall category (eg. an Overall Index Fund allocation of 50 % and an S&P 500 Index Fund allocation of 50% would result in an effective total allocation of 25% to S&P 500 Index Funds).

With this option selected as true, you can customize the recommended account allocations. If it is set to false, White Swan will recommend an appropriate allocation mix for this case.

Whether requests for indexed universal life should include accounts without caps (ceiling on yearly crediting rate).

Whether requests for indexed universal life should include accounts with fees, which may come with additional benefits.

Whether the intended owner of this policy plans to use the policy to access retirement income.

The age the intended owner intends to start distributing retirement income from this policy.

The number of years the intended owner intends to distribute retirement income from this policy.

If Supplemental term is included as a rider, this value refers to the amount of death benefit on the supplemental term rider.

If Supplemental term is included as a rider, this value refers to the years that the supplemental term rider will cover the insured.

If this is set to true, White Swan will follow up with this client after the personal plan has been sent.

This input could be used to control who receives communications related to this case.

This can be used to leave an optional comment for this case.

The ID of the plan request(s) with which you want to associate this pre-fill information. See full documentation of this action and more in the [White Swan knowledge base](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/create-actions/create-pre-fill-information).

The first name of the intended insured person.

The middle name of the intended insured person.

The last name of the intended insured person.

The country of birth for the insured person.

The personal phone number of the applicant.

The workplace phone number of the applicant.

The current address of the intended insured person.

Whether the insured person is a US citizen or permanent resident.

If the insured person isn't a US citizen/resident, this can be used to pre-fill where the insured person is currently a citizen or resident.

The marital status of the intended insured person.

The drivers license number of the insured person.

The state of the drivers license of the insured person.

The expiration date of the drivers license of the insured person. Provide in yyyy-mm-dd format eg. 1975-05-25

The social security number or tax ID number of the intended insured person.

The current occupation of the intended insured person.

The current employer of the intended insured person.

The amount of years that the insured has been employed at their current job.

The zip code of the workplace of the insured.

The time that is best for the insurance company to potentially call the insured person. Provide in format hh:mm:ss in military time, eg. 16:15:00

Whether the death benefit should be split equally between beneficiaries.

If death benefit is not split equally, the percentage of the death benefit to allocate to this beneficiary.

The relationship between the intended beneficiary and the intended insured person.

If Other type of relationship, the nature of the relationship between the insured and the intended beneficiary.

If Other type of relationship, whether the intended beneficiary is an individual or an entity.

If All Children/Grandchildren of Insured, Equally, the names of the children/grandchildren. Separate each name with a comma.

The name of the intended beneficiary, or contact person at entity if this beneficiary is an entity.

If this beneficiary is an entity, the name of the entity.

The tax ID of the intended beneficiary (SSN/TIN), or of the entity (EIN).

If the beneficiary is an individual, the date of birth of the intended beneficiary.

The phone number of the intended beneficiary.

Whether the intended beneficiary has the same address as the insured person.

If beneficiary address is different from the insured, the address of the intended beneficiary.

The purpose of the death benefit of the policy, such as income replacement, legacy planning, or business continuation planning.

Whether the intended insured person and the intended policy owner is the same person.

If the owner is different from the insured, whether the person is an individual or entity.

If the owner is different from the insured, what the relationship is between the insured person and the owner.

If the owner is different from the insured, the entity name or individual name of the intended owner.

If the owner is different from the insured, the EIN of the intended owner entity or the TIN of the intended owner individual.

If the intended owner is an entity, the contact person for that entity.

If the owner is different from the insured, the address of the intended owner.

If the owner is different from the insured, the email address of the intended owner.

If the owner is different from the insured, the phone number of the intended owner.

If the owner is different from the insured, the date of birth of the intended owner. Provide in yyyy-mm-dd format eg. 1975-05-25

Whether the owner plans to pay the premiums with income.

If the premiums are not planned to be paid with income, what the source of the premium is planned to be.

The estimated annual income of the intended insured person.

If the intended owner is married, the estimated annual income of their spouse.

The estimated total assets of the intended owner's household.

The estimated liquid assets of the intended owner's household.

The estimated total liabilities of the intended owner's household.

Whether the intended owner has ever declared bankruptcy.

If the owner has declared bankruptcy, details about the bankruptcy.

If the owner has declared bankruptcy, whether the intended owner has been discharged.

Whether the intended owner is subject to backup withholding from the IRS.

The current death benefit of this policy.

The policy type of this policy (eg. Term Life, Whole Life, Indexed Universal Life).

If a replacement of this policy is planned, what the reason for the replacement is.

Whether the applicant plans on terminating or replacing any of the existing policies on the insured person.

Whether the applicant plans to use existing policies to fund premiums for this policy.

Whether the applicant wants to opt for temporary insurance coverage during applications and underwriting, which may come at an extra cost.

If this is for a variable universal life policy, what the overall accumulation goal is.

If this is for a variable universal life policy, when the owner intends to access the cash value of the policy.

If this is for a variable universal life policy, what investment results the owner would expect under normal market conditions.

If this is for a variable universal life policy, what investment results the owner would expect under poor market conditions.

If this is for a variable universal life policy, what investment results the owner would expect for the next three years.

If this is for a variable universal life policy, what investment results the owner would expect for the next three months.

The full name of the person who the request is made on behalf of. See full documentation of this action and more in the [White Swan knowledge base](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/create-actions/start-personal-plan-request).

The phone number of the person who the request is made on behalf of.

The policy type that this request is made for. If this and the policy type is provided with the request, the returned URL will go straight to the [personal plan request](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/end-user-experience/personal-plan-requests), if not, the returned URL will go to the [plan recommendation engine](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/end-user-experience/policy-type-recommendation-engine).

The primary goal of this plan request, either Protection or Accumulation. If this and the policy type is provided with the request, the returned URL will go straight to the [personal plan request](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/end-user-experience/personal-plan-requests), if not, the returned URL will go to the [plan recommendation engine](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/end-user-experience/policy-type-recommendation-engine).

If Embed URL is true, this action will return a URL that can be embedded in the same way that normal pages can be embedded through White Swan.

If this option is set as true, this request will skip the extras section, which contains deeper plan customization options such as retirement income planning, account selection, rider selection, and more.

If you have already created a pre-fill information you can pass its ID by using this parameter to associate that info with this request.

If this is provided this request will be redirected to your custom URL when the request is finished, which you can use to nurture client relationships or cross sell other products/services.

Optionally this case can be associated with a specific user on your White Swan account by including their email here. If left blank, it will be the person who set up this zap.

The state in which the insured person is a resident.

The amount of death benefit that is required for this plan.

How many years premiums should be paid on the policy (N/A for term life).

If this request is for term life, how many years the policy should cover the insured.

The budget for premium payments (only applicable for plan requests with Accumulation as the main goal).

Whether the intended insured person is Male or Female.

If Supplemental term is included as a rider, this value refers to the number of years that the supplemental term rider will cover the insured.

The additional (if any) one-time amount that is planned to be deposited with the first premium of this policy.

The amount of years the intended owner intends to distribute retirement income from this policy

This input could be used to control who receives communications related to this case. If left empty, both you and the client will receive communications.

White Swan is a brokerage platform that allows businesses to offer any type of life insurance product through an embeddable experience.

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