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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. Platform Capabilities

Digital Insurance Experiences

PreviousPlatform CapabilitiesNextSupported Product Types

Last updated 1 year ago

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At White Swan, we've reimagined the traditional insurance buying process. Our platform is designed to provide a digital buying experience that is not only comprehensive but also intuitive and user-friendly.

Comprehensive Product Range: Our platform offers a digital buying experience for . Whether your clients are looking for term life, whole life, universal life, private placement life, or any other product, they can find and purchase it digitally through White Swan.

User-Friendly Design: We believe that life insurance should be accessible to everyone. That's why our platform is designed to be easily understood and navigated by anyone, without the need for a finance professional. Clients can independently explore and choose the best insurance products for their needs.

Device Responsiveness: In today's digital age, accessibility means being available on any device. Our platform is responsive and functions seamlessly as a web app on desktops, tablets, and mobile devices.

Data Security: Trust is paramount in the insurance industry. We prioritize the security of our users' data, ensuring that all information is stored and transmitted securely and in accordance with data regulations.

: Our platform is not just functional; it's also adaptable. It can be embedded into your existing digital environment, with customizable styling options to ensure a consistent brand experience for your clients.

Extensive Integration Capabilities: With integration options for over 6,000+ apps through and custom implementation possibilities via our , our platform can seamlessly fit into and enhance your existing tech ecosystem.

Proven Track Record: Our platform isn't just a concept; it's a proven solution. Thousands of individuals have already used White Swan, and we're continuously optimizing the experience based on user feedback and analytics.

High Customizability: Every business is unique, and so are its needs. Our platform is highly customizable, ensuring that it can be tailored to fit different business environments and requirements.

With White Swan for Partners, you're not just getting a brokerage partner; you're getting a comprehensive digital solution that enhances the insurance buying experience for your clients while seamlessly integrating with your business operations.

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every type of life insurance product
Embedding Features
Zapier
API