Introduction to White Swan for Partners

White Swan for Partners is a digital brokerage platform that empowers financial services companies to easily offer any life insurance products through a digital experience that is embeddable, integratable, and adheres to high best-interest standards.

Through our platform, businesses can complement existing offerings with life insurance solutions and create a revenue stream with a fully outsourced insurance platform that makes traditionally complex products easy to access and offer.

Why White Swan for Partners? The life insurance industry is a technology laggard that is highly complex and hard to operate in. Most existing providers are either lacking in digital, hassle-free experiences or, lacking in high best-interest standards by offering only a limited selection of products.

White Swan solves this problem with a flexible digital platform that you can use to offer virtually all types of life insurance products, with the highest best-interest standards, supported by industry experts.

By partnering with White Swan, you can offer a premium, compromise-free experience for getting any type of life insurance from top carriers, without handling any process other than marketing.

What to Expect in This Overview:

• An overview of our platform's capabilities, including our Digital Insurance Experiences, our Supported Product Types, our Supported Solution Types, our Best-Interest Philosophy, and our Client-Success Managers & Advanced Planning capabilites.

• A Quick Start Guide that shows you how easy it is to get started

• A guide to using the platform, including Page Types, Sharing Pages, Customizing Pages, Custom Cases, and Tracking Cases.

• Details on the end-user experience, including our Policy Type Recommendation Engine, our Sample Plan Visualizations, our Personal Plan Requests, our Personal Plans, our Applications, and our Underwriting & Issuance process.

• How earnings with White Swan works, including our Compensation Philosophy, how to Activate Earnings, Licensing Considerations, and how Tracking Earnings works.

• A teaser of our Platform Roadmap and upcoming features.

Keep in mind that this overview excludes more advanced topics such as Embedding White Swan, using our Zapier Integration, or using Our API, which is covered in their own sections.