🦢
White Swan for Partners
Go to AppGet in Touch
  • White Swan for Partners Knowledge Base
  • 💡Platform Overview
    • Introduction to White Swan for Partners
    • Platform Capabilities
      • Digital Insurance Experiences
      • Supported Product Types
      • Supported Solution Types
      • Best-Interest Philosophy
      • Client Success Managers & Advanced Planning
    • Quick Start Guide
    • Using the Platform
      • White Labeling
      • Instant vs Custom Quotes
      • Page Types Overview
      • Sharing Pages
      • Customizing Pages
      • Custom Cases
      • Tracking Cases
      • General Company Settings
      • Policy Solve For Options
    • Client Experience
      • Guided vs Quick Quote Flow
      • Policy Type Recommendation Engine
      • Sample Plan Visualizations
      • Personal Plan Requests
      • Personal Plans
      • Applications
      • Underwriting & Issuance
    • Page
    • Plans to Access Platform
      • Concierge Plan
      • Digital Agent Plan
      • Innovator Plan
    • Instantly Quotable Carriers/Policies
    • Earnings
      • Understand Life Compensation & Our Philosophy
      • Activating Earnings
      • Licensing Considerations
      • Tracking Earnings
    • Platform Roadmap
    • Submit A Feature Request
  • 💻Embedding White Swan
    • Overview of White Swan Embed
    • Quick Start Guide
    • Using Embed + API/Zapier
  • ⚡Zapier Integration
    • Overview of Zapier Integration
    • Quick Start Guide
    • Example Use Cases
      • Integrate With CRMs
      • Integrate With Accounting/Payroll Tools
      • Integrate With Marketing Platforms
      • Integrate With Business Intelligence/Analytics Tools
      • Integrate With App/Website Builders
    • Data Formatting Standards
    • Triggers
      • New Plan Request Started
      • Plan Request Finished
      • New Personal Plan
      • New Change Request
      • New Application Started
      • Application Finished
      • New Plan Offered
      • New Plan Delivered
      • New Earnings Event
    • Create Actions
      • Start Personal Plan Request
      • Submit Complete Plan Request
      • Create Pre-Fill Information
    • Search Actions
      • Plan Request(s)
      • Personal Plan(s)
      • Referred Client(s)
      • Account User(s)
      • Earnings Event(s)
    • Using ChatGPT To Create Zaps
  • ✨AI Landing Page Builder
    • Overview of AI Landing Page Builder
    • Generate Landing Pages With AI
    • Editing Landing Pages
  • ⚙️API Documentation
    • Overview of White Swan's API
    • Authentication
    • Data & API Standards
    • Webhooks
      • Creating/Managing Webhooks
      • New Plan Request Started
      • Plan Request Finished
      • New Personal Plan
      • New Change Request
      • New Application Started
      • Application Finished
      • New Plan Offered
      • New Plan Delivered
      • New Earnings Event
    • Action Calls
      • Start Personal Plan Request
      • Submit Complete Plan Request
      • Create Pre-Fill Information
    • Information Calls
      • Plan Request(s)
      • Personal Plan(s)
      • Referred Client(s)
      • Account User(s)
      • Earnings Event(s)
  • ⛳BackNine Integration
    • Overview of BackNine Integration
    • Quick Start Guide
    • Capabilities
      • Instant Quotes
      • Instant Applications
      • Case Support
  • 💹Wealthbox Integration
    • Overview of Wealthbox Integration
    • Quick Start Guide
    • Capabilities
      • Import Contact from Wealthbox
      • Search Wealthbox Contacts in White Swan
      • Start a Plan Request
    • Notification Settings
  • Other Direct Integrations
    • Paperclip
Powered by GitBook
On this page

Was this helpful?

  1. API Documentation

Overview of White Swan's API

PreviousEditing Landing PagesNextAuthentication

Last updated 8 months ago

Was this helpful?

White Swan's API offers a powerful and flexible way to build custom applications that interface with the life insurance industry and its array of products. By leveraging our brokerage platforms API, partners can bypass the complexities of life insurance and offer seamless with .


Key Features of Our API:

  • REST-based: Our API is well-documented and user-friendly, ensuring a smooth integration process.

  • Cost effective: Depending on your , our API key can be free to use.

  • Industry Leading Product Access: White Swan provides multi-carrier and multi-product access and .

  • Powered by Industry Experts: With the each case processed with White Swan has an industry expert assigned to manage case operations and administration.

  • : For those looking for a simpler integration method, our API is also available through Zapier.


This Section Covers:

  • A concise guide on how to get started and set up for our API.

  • An overview of our to ensure a hassle-free implementation.

  • An in-depth exploration of the you can establish to receive programmatic data on events associated with your White Swan account.

  • Detailed information on the endpoints available for and , enabling you to transmit and receive data from White Swan programmatically.


Additional Resources

  • For those looking for quick integrations and automations, consider our .

  • Need inspiration? Explore our to see various ways to implement the API.

  • For any assistance or queries, please reach out to our Partnership team. If there's a specific functionality you'd like to see added to the API, you can .

⚙️
digital buying experiences
high best-interest standards
plan
across all policy types
solution types
Concierge Plan
Zapier Integration
Authentication
data formatting standards
Webhooks
Action Calls
Information Calls
Zapier integration
Example Use Cases
request it here