Activating Earnings
At White Swan, we've streamlined the process of activating earnings for our partners. Here's an overview of how it looks depending on your plan:
Concierge Plan
Here's a step-by-step guide on how to get started:
Accept compensation sharing agreement (optional): During onboarding, you'll get the opportunity to review and approve our general compensation sharing agreement. If you want to talk with us first or negotiate a tailored contract, you can set up a call with our team.
Schedule a Call (Optional): If you want a custom contract you can schedule a call with our partnership team directly through the platform. This is your opportunity to get acquainted with how we operate and what we can offer, as well as for us to learn how we can better help your business. During the call, our partnership team will be available to answer any questions you might have about the platform and the support we provide. We aim to ensure you have a clear understanding of our processes and benefits. We'll walk you through our standard compensation sharing agreement. However, we understand that every partnership is unique. If needed, we're open to negotiating custom agreements taking the unique nature of your business into consideration.
E-Signature: After finalizing the details of the agreement, we'll send it over to you for e-signature. This digital process ensures a quick and hassle-free experience.
Providing Payment Information: Once an agreement is signed, your account will be eligible to receive compensation sharing. Inside settings you can securely provide your bank information, ensuring a smooth process for paying out your earnings.
Access to Agreement: For your convenience and transparency, the signed agreement will always be accessible to the admins on your account through the platform. This ensures you can review the terms whenever needed.
Digital Agent Plan
Here's a step-by-step guide on how to get started:
Accept digital agent agreement: During onboarding, you'll get the opportunity to review and approve our general digital agent agreement. If you want to talk with us first or negotiate a tailored contract, you can set up a call with our team.
Set up your Backnine account: During onboarding, you'll get a chance to set up an account with Backnine. Once this account is set up, you'll have a few more setup steps to complete inside their BOSS platform, including aspects like E&O, payment information, and more. Once this is setup, you're ready to start receiving commissions on business you write.
Innovator Plan
The innovator is a software as a service plan where contracting, monetization, and case management is your responsibility.
In general though, you'll want to have a solid handle on how you'll submit cases to your upline, which could for example leverage the Paperclip Integration or our Downline Agency Management capabilities.
By following these steps, you'll be well on your way to generating a steady revenue stream through our platform. We're excited to have you on board and look forward to a fruitful collaboration!
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