White Swan

White Swan is a Finance tool that digitizes life insurance distribution. Its plug-and-play platform streamlines the client and agent sales cycle for any product from any carrier, featuring an AI-powered landing page builder.

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At a glance

Pricing

Likely Not Free

Free tier

Yes

API

Yes

Skill level

Mixed

About

What is White Swan?

White Swan is a next-gen life insurance distribution platform designed to digitize and streamline the entire sales process for agents, brokers, and carriers. It offers a plug-and-play solution that supports various life insurance products, including Variable Life, Indexed Life, Whole Life, Term Life, and Guaranteed Universal Life. The platform includes modules for needs analysis, quote requests, sample plans, digital proposals, and a HIPAA & SOC2 compliant multi-carrier application form. A key differentiator is its lightweight, AI-powered landing page builder, enabling users to create branded insurance portals and link them with client journeys quickly. White Swan is a no-code solution, allowing businesses to launch digital life insurance experiences in minutes and integrate with over 6,000 apps via Zapier or its API.

Best used for

Ideal for insurance agencies, BGAs/IMOs, and carriers who need to digitize their sales process, launch branded insurance portals, and streamline client and agent interactions. Especially valuable for those looking to offer a wide range of life insurance products with a no-code, AI-enabled solution.

Common actions

digitize insurance sales

build insurance landing pages

streamline client onboarding

manage insurance applications

integrate sales tools

AI landing page builderlife insurance distributionno-code white-label portals

Capabilities

Key features

AI landing page builder
Multi-carrier application forms
Digital proposals
Needs analysis module
Zapier integrations
No-code platform

Target Audience

startup foundersmall business ownersales rep

Integrations

zapier

Pricing & Plans

Likely Not Free

Not publicly disclosed. Check whiteswan.io for current pricing.

FAQs

What types of life insurance products can be sold through White Swan?

White Swan supports the digital sale of various life insurance products, including Variable Life, Indexed Life, Whole Life, Term Life, Guaranteed Universal Life, Accidental Death, Linked Benefit Long Term Care, and Final Expense Insurance, from any carrier.

Does White Swan offer a free trial or free tier?

Yes, White Swan offers a 'Start For Free' option, allowing users to explore its capabilities and begin digitizing their insurance distribution without an initial cost. A demo call can also be scheduled for more details.

How does White Swan integrate with existing business tools?

White Swan integrates with over 6,000 applications through Zapier, enabling no-code automations. Additionally, it provides an API for custom integrations, allowing businesses to connect White Swan with their current tech stack and workflows.

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Also listed in

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Coding & Development › No-Code / Low-Code Marketing & Growth › Sales Outreach Productivity & Business › Workflow Automation

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