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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

Plans to Access Platform

PreviousPageNextConcierge Plan

Last updated 1 year ago

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At White Swan, we understand that companies who want to leverage our platform to offer life insurance come in many different shapes and sizes, with varying requirements and needs. For this reason, we offer three different types of plans through which you can access the platform.

These plans mainly differ in terms of their cost & potential revenue, the amount of operational responsibility you take on in the process, and the flexibility you have.


Plan Types

  • - this is a fully outsourced plan where White Swan affiliated agents process cases on your behalf

  • - this is a plan for insurance agents and agencies that is free to use through affiliated contracting channels

  • - this is a plan for insurance distributors that is paid and offers the most flexibility with contracting

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Concierge Plan
Digital Agent Plan
Innovator Plan