🦢
White Swan for Partners
Go to AppGet in Touch
  • 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
Powered by GitBook
On this page

Was this helpful?

  1. Platform Overview
  2. Using the Platform

Customizing Pages

PreviousSharing PagesNextCustom Cases

Last updated 1 year ago

Was this helpful?

White Swan's platform is designed to be as adaptable as your business needs it to be. With a plethora of customization options available, you can tailor the experience to best fit your brand and your client's preferences.

This page shows basic customization options, and more advanced customization is available via our , , as well as .

To customize pages, press the settings button on the page you want to customize from your dashboard. Here's a breakdown of the customization possibilities:

Experience Customization:

  • Custom Welcome Screen: Infuse your brand's voice by opting for a custom welcome page. Personalize the welcome screen with your chosen headline, subtext, and imagery.

  • Sample Policy Presentation: Before clients request a personal plan, they encounter a sample policy presentation. Opt for a 'simple' style that offers a straightforward headline and subtext overview of a policy type, or a 'rich' style. The rich style showcases visualizations of sample plans, allowing clients to gauge potential outcomes based on different premium budgets or death benefit needs. This immersive experience is further enriched with sections emphasizing our and .

  • Contact Information Collection: Choose when to collect client contact details - either upfront upon page visit or only when they initiate a plan request. While an upfront approach might lead to higher drop-offs, it may help you capture more valuable lead data, which can be synced with other tools via or .

  • Custom Success Redirect: After clients complete their personal plan request, redirect them to a specific page on your website. This can be an opportunity to cross-sell other services, products, or further nurture your client relationships.

  • Cobranding the Experience: You can choose whether you want the page to be co-branded with your company name or whether it should only be White Swan branded.

Communication Preferences:

  • Case Communication: Determine the communication flow related to a case. Decide if notifications should go to both you and your client, just you, or solely to your client, ensuring you maintain the desired level of control over client interactions.

  • Case Follow-up: Opt for a follow-up mechanism where we engage with the client for up to 30 days after sending the personal plan. This proactive approach can significantly boost conversion rates for your account.

  • User Association: Specify which team member on your account should be associated with the page. This individual will be the primary recipient of communications for cases initiated via the page. Moreover, any earnings stemming from referrals through this page will be associated with this user.

💡
Zapier integration
our API
our embedded functionalities
extensive product range
commitment to best-interest standards
Zapier Triggers
API Webhooks