# White Swan for Partners

## White Swan for Partners

- [White Swan for Partners Knowledge Base](https://docs.whiteswan.io/partner-knowledge-base/white-swan-for-partners-knowledge-base.md): Learn about White Swan for Partners and how our brokerage platform can strengthen your business.
- [Introduction to White Swan for Partners](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/introduction-to-white-swan-for-partners.md)
- [Platform Capabilities](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/platform-capabilities.md)
- [Digital Insurance Experiences](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/platform-capabilities/digital-insurance-experiences.md)
- [Supported Product Types](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/platform-capabilities/supported-product-types.md)
- [Supported Solution Types](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/platform-capabilities/supported-solution-types.md)
- [Best-Interest Philosophy](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/platform-capabilities/best-interest-philosophy.md)
- [Client Success Managers & Advanced Planning](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/platform-capabilities/client-success-managers-and-advanced-planning.md)
- [Quick Start Guide](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/quick-start-guide.md)
- [Using the Platform](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/using-the-platform.md)
- [White Labeling](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/using-the-platform/white-labeling.md)
- [Instant vs Custom Quotes](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/using-the-platform/instant-vs-custom-quotes.md)
- [Page Types Overview](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/using-the-platform/page-types-overview.md)
- [Sharing Pages](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/using-the-platform/sharing-pages.md)
- [Customizing Pages](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/using-the-platform/customizing-pages.md)
- [Custom Cases](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/using-the-platform/custom-cases.md)
- [Tracking Cases](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/using-the-platform/tracking-cases.md)
- [General Company Settings](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/using-the-platform/general-company-settings.md)
- [Policy Solve For Options](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/using-the-platform/policy-solve-for-options.md)
- [Client Experience](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/client-experience.md)
- [Guided vs Quick Quote Flow](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/client-experience/guided-vs-quick-quote-flow.md)
- [Policy Type Recommendation Engine](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/client-experience/policy-type-recommendation-engine.md)
- [Sample Plan Visualizations](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/client-experience/sample-plan-visualizations.md)
- [Personal Plan Requests](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/client-experience/personal-plan-requests.md)
- [Personal Plans](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/client-experience/personal-plans.md)
- [Applications](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/client-experience/applications.md)
- [Underwriting & Issuance](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/client-experience/underwriting-and-issuance.md)
- [Plans to Access Platform](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/plans-to-access-platform.md)
- [Concierge Plan](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/plans-to-access-platform/concierge-plan.md)
- [Digital Agent Plan](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/plans-to-access-platform/digital-agent-plan.md)
- [Innovator Plan](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/plans-to-access-platform/innovator-plan.md)
- [Carriers & Products](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/carriers-and-products.md)
- [Managing Downline Agencies](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/managing-downline-agencies.md)
- [Inviting New Downlines](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/managing-downline-agencies/inviting-new-downlines.md)
- [Downline Settings](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/managing-downline-agencies/downline-settings.md)
- [Downline Dashboard](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/managing-downline-agencies/downline-dashboard.md)
- [Commissions & Referral Earnings](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/commissions-and-referral-earnings.md)
- [Tracking Commissions](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/commissions-and-referral-earnings/tracking-commissions.md)
- [Understand Life Compensation & Our Philosophy](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/commissions-and-referral-earnings/understand-life-compensation-and-our-philosophy.md)
- [Activating Earnings](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/commissions-and-referral-earnings/activating-earnings.md)
- [Licensing Considerations](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/commissions-and-referral-earnings/licensing-considerations.md)
- [Platform Roadmap](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/platform-roadmap.md)
- [Submit A Feature Request](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/submit-a-feature-request.md)
- [Overview of White Labeling](https://docs.whiteswan.io/partner-knowledge-base/branding-and-white-labeling/overview-of-white-labeling.md)
- [Branding & Design](https://docs.whiteswan.io/partner-knowledge-base/branding-and-white-labeling/branding-and-design.md)
- [Brand Identity](https://docs.whiteswan.io/partner-knowledge-base/branding-and-white-labeling/branding-and-design/brand-identity.md)
- [Typography](https://docs.whiteswan.io/partner-knowledge-base/branding-and-white-labeling/branding-and-design/typography.md)
- [Layout & Surfaces](https://docs.whiteswan.io/partner-knowledge-base/branding-and-white-labeling/branding-and-design/layout-and-surfaces.md)
- [Buttons & Links](https://docs.whiteswan.io/partner-knowledge-base/branding-and-white-labeling/branding-and-design/buttons-and-links.md)
- [Forms & Inputs](https://docs.whiteswan.io/partner-knowledge-base/branding-and-white-labeling/branding-and-design/forms-and-inputs.md)
- [Infrastructure & Communications](https://docs.whiteswan.io/partner-knowledge-base/branding-and-white-labeling/infrastructure-and-communications.md)
- [Custom Domain](https://docs.whiteswan.io/partner-knowledge-base/branding-and-white-labeling/infrastructure-and-communications/custom-domain.md)
- [Email](https://docs.whiteswan.io/partner-knowledge-base/branding-and-white-labeling/infrastructure-and-communications/email.md)
- [Phone & Texting](https://docs.whiteswan.io/partner-knowledge-base/branding-and-white-labeling/infrastructure-and-communications/phone-and-texting.md)
- [Experience Setup Path](https://docs.whiteswan.io/partner-knowledge-base/branding-and-white-labeling/experience-setup-path.md)
- [Overview of White Swan's API](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/overview-of-white-swans-api.md)
- [Authentication](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/authentication.md)
- [Data & API Standards](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/data-and-api-standards.md)
- [Webhooks](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/webhooks.md)
- [Creating/Managing Webhooks](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/webhooks/creating-managing-webhooks.md)
- [New Plan Request Started](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/webhooks/new-plan-request-started.md)
- [Plan Request Finished](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/webhooks/plan-request-finished.md)
- [New Personal Plan](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/webhooks/new-personal-plan.md)
- [New Change Request](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/webhooks/new-change-request.md)
- [New Application Started](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/webhooks/new-application-started.md)
- [Application Finished](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/webhooks/application-finished.md)
- [New Plan Offered](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/webhooks/new-plan-offered.md)
- [New Plan Delivered](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/webhooks/new-plan-delivered.md)
- [Downline Events](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/webhooks/downline-events.md): Receive webhook events when downline agencies take key actions in White Swan.
- [Commission Line Item Events](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/webhooks/commission-line-item-events.md): Receive webhook events when individual commission line items are recorded in White Swan.
- [Payout Events](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/webhooks/payout-events.md): Receive webhook events when inbound or outbound payouts are recorded in White Swan.
- [Action Calls](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/action-calls.md)
- [Start Personal Plan Request](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/action-calls/start-personal-plan-request.md)
- [Submit Complete Plan Request](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/action-calls/submit-complete-plan-request.md)
- [Create Pre-Fill Information](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/action-calls/create-pre-fill-information.md)
- [Start Application](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/action-calls/start-application.md)
- [Add Case Party](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/action-calls/add-case-party.md)
- [Onboard Agency](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/action-calls/onboard-agency.md): Register and onboard a new agency as a downline partner on White Swan.
- [Information Calls](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/information-calls.md)
- [Plan Request(s)](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/information-calls/plan-request-s.md)
- [Personal Plan(s)](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/information-calls/personal-plan-s.md)
- [Referred Client(s)](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/information-calls/referred-client-s.md)
- [Account User(s)](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/information-calls/account-user-s.md)
- [Commission Line Item(s)](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/information-calls/commission-line-item-s.md)
- [Payout(s)](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/information-calls/payout-s.md)
- [Downline(s)](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/information-calls/downline-s.md)
- [Policy Search](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/information-calls/policy-search.md)
- [Illustration](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/information-calls/illustration.md)
- [Overview of White Swan Chat](https://docs.whiteswan.io/partner-knowledge-base/chat/overview-of-white-swan-chat.md): Fully white-labeled communication tool enabling seamless, real-time support
- [Quick Start Guide](https://docs.whiteswan.io/partner-knowledge-base/chat/quick-start-guide.md)
- [Using White Swan Chat](https://docs.whiteswan.io/partner-knowledge-base/chat/using-white-swan-chat.md)
- [Embedding White Swan Chat](https://docs.whiteswan.io/partner-knowledge-base/chat/embedding-white-swan-chat.md)
- [Upcoming Features](https://docs.whiteswan.io/partner-knowledge-base/chat/upcoming-features.md)
- [Overview of White Swan Embed](https://docs.whiteswan.io/partner-knowledge-base/embedding-white-swan/overview-of-white-swan-embed.md)
- [Quick Start Guide](https://docs.whiteswan.io/partner-knowledge-base/embedding-white-swan/quick-start-guide.md)
- [Using Embed + API/Zapier](https://docs.whiteswan.io/partner-knowledge-base/embedding-white-swan/using-embed-+-api-zapier.md)
- [Whitelisting Domains for Embedding](https://docs.whiteswan.io/partner-knowledge-base/embedding-white-swan/whitelisting-domains-for-embedding.md)
- [Overview of AI Landing Page Builder](https://docs.whiteswan.io/partner-knowledge-base/ai-landing-page-builder/overview-of-ai-landing-page-builder.md)
- [Generate Landing Pages With AI](https://docs.whiteswan.io/partner-knowledge-base/ai-landing-page-builder/generate-landing-pages-with-ai.md)
- [Editing Landing Pages](https://docs.whiteswan.io/partner-knowledge-base/ai-landing-page-builder/editing-landing-pages.md)
- [Overview of BackNine Integration](https://docs.whiteswan.io/partner-knowledge-base/backnine-integration/overview-of-backnine-integration.md)
- [Quick Start Guide](https://docs.whiteswan.io/partner-knowledge-base/backnine-integration/quick-start-guide.md)
- [Capabilities](https://docs.whiteswan.io/partner-knowledge-base/backnine-integration/capabilities.md)
- [Instant Quotes](https://docs.whiteswan.io/partner-knowledge-base/backnine-integration/capabilities/instant-quotes.md)
- [Instant Applications](https://docs.whiteswan.io/partner-knowledge-base/backnine-integration/capabilities/instant-applications.md)
- [Case Support](https://docs.whiteswan.io/partner-knowledge-base/backnine-integration/capabilities/case-support.md)
- [Overview of Zapier Integration](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/overview-of-zapier-integration.md)
- [Quick Start Guide](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/quick-start-guide.md)
- [Example Use Cases](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/example-use-cases.md)
- [Integrate With CRMs](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/example-use-cases/integrate-with-crms.md)
- [Integrate With Accounting/Payroll Tools](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/example-use-cases/integrate-with-accounting-payroll-tools.md)
- [Integrate With Marketing Platforms](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/example-use-cases/integrate-with-marketing-platforms.md)
- [Integrate With Business Intelligence/Analytics Tools](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/example-use-cases/integrate-with-business-intelligence-analytics-tools.md)
- [Integrate With App/Website Builders](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/example-use-cases/integrate-with-app-website-builders.md)
- [Data Formatting Standards](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/data-formatting-standards.md)
- [Triggers](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/triggers.md)
- [New Plan Request Started](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/triggers/new-plan-request-started.md)
- [Plan Request Finished](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/triggers/plan-request-finished.md)
- [New Personal Plan](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/triggers/new-personal-plan.md)
- [New Change Request](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/triggers/new-change-request.md)
- [New Application Started](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/triggers/new-application-started.md)
- [Application Finished](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/triggers/application-finished.md)
- [New Plan Offered](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/triggers/new-plan-offered.md)
- [New Plan Delivered](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/triggers/new-plan-delivered.md)
- [New Earnings Event](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/triggers/new-earnings-event.md)
- [Create Actions](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/create-actions.md)
- [Start Personal Plan Request](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/create-actions/start-personal-plan-request.md)
- [Submit Complete Plan Request](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/create-actions/submit-complete-plan-request.md)
- [Create Pre-Fill Information](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/create-actions/create-pre-fill-information.md)
- [Search Actions](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/search-actions.md)
- [Plan Request(s)](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/search-actions/plan-request-s.md)
- [Personal Plan(s)](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/search-actions/personal-plan-s.md)
- [Referred Client(s)](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/search-actions/referred-client-s.md)
- [Account User(s)](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/search-actions/account-user-s.md)
- [Earnings Event(s)](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/search-actions/earnings-event-s.md)
- [Using ChatGPT To Create Zaps](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/using-chatgpt-to-create-zaps.md)
- [Overview of Wealthbox Integration](https://docs.whiteswan.io/partner-knowledge-base/wealthbox-integration/overview-of-wealthbox-integration.md)
- [Quick Start Guide](https://docs.whiteswan.io/partner-knowledge-base/wealthbox-integration/quick-start-guide.md)
- [Capabilities](https://docs.whiteswan.io/partner-knowledge-base/wealthbox-integration/capabilities.md)
- [Import Contact from Wealthbox](https://docs.whiteswan.io/partner-knowledge-base/wealthbox-integration/capabilities/import-contact-from-wealthbox.md)
- [Search Wealthbox Contacts in White Swan](https://docs.whiteswan.io/partner-knowledge-base/wealthbox-integration/capabilities/search-wealthbox-contacts-in-white-swan.md)
- [Start a Plan Request](https://docs.whiteswan.io/partner-knowledge-base/wealthbox-integration/capabilities/start-a-plan-request.md)
- [Notification Settings](https://docs.whiteswan.io/partner-knowledge-base/wealthbox-integration/notification-settings.md)
- [Paperclip](https://docs.whiteswan.io/partner-knowledge-base/other-direct-integrations/paperclip.md): Learn about how our Paperclip integration simplifies application submission and management


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