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White Swan for Partners
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  • 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
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  1. Platform Overview
  2. Earnings

Activating Earnings

At White Swan, we've streamlined the process of activating earnings for our partners. Here's a step-by-step guide on how to get started:

  1. Schedule a Call: Begin by scheduling a call with our dedicated 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.

  2. Discussion and Clarification: 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.

  3. Compensation Sharing Agreement: 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.

  4. 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.

  5. Activating Earnings: Once the agreement is signed, our partnership team will activate earnings for your account. You'll receive a link where you can securely provide your bank information, ensuring a smooth process for transferring your earnings.

  6. 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.

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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Last updated 1 year ago

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