Sell Any Type of Life Insurance, Digitally

Multiply your insurance distribution with White Swan’s plug-and-play digital platform that streamlines end-to-end distribution for agents and clients alike.

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Modules To Streamline Your Entire Sales Process

Digitize your entire sales process or improve existing processes with the modules you need.

Provide a self-service needs analysis which educates clients and lets them get initial policy type recommendations based on their goals and preferences.
Provide clients with sample plans containing visualizations of sample values based on customizable premium or death benefit amounts.
Provide simple yet powerful flows to allow clients to get a quote for a policy and further educate themselves.
Provide digital proposals for any policy from any carrier which visualizes key metrics from the illustration and educates clients on the values a policy can provide.
Accept change requests for a plan and provide clients with alternative policies to compare and contrast their initial proposal against.
Leverage a HIPAA & SOC2 compliant multi-carrier application form that can be used to collect application information that covers most products, including suitability questions for variable products.
Manage additional information requests from the underwriter through our secure upload module where you can collect additional client data.
ANY POLICY TYPE
TERM LIFE
VARIABLE
UNIVERSAL LIFE
INDEXED
UNIVERSAL LIFE
WHOLE LIFE
PRIVATE
PLACEMENT LIFE
GUARANTEED
UNIVERSAL LIFE
TERM LIFE
VARIABLE
UNIVERSAL LIFE
INDEXED
UNIVERSAL LIFE
WHOLE LIFE
PRIVATE
PLACEMENT LIFE
GUARANTEED
UNIVERSAL LIFE
TERM LIFE
VARIABLE
UNIVERSAL LIFE
INDEXED
UNIVERSAL LIFE
WHOLE LIFE
PRIVATE
PLACEMENT LIFE
GUARANTEED
UNIVERSAL LIFE
ANY USE CASE
TAX PLANNING
PORTFOLIO
PLANNING
ESTATE
PLANNING
BUSINESS
PLANNING
RETIREMENT
PLANNING
HNWI
PLANNING
TAX PLANNING
PORTFOLIO
PLANNING
ESTATE
PLANNING
BUSINESS
PLANNING
RETIREMENT
PLANNING
HNWI
PLANNING
TAX PLANNING
PORTFOLIO
PLANNING
ESTATE
PLANNING
BUSINESS
PLANNING
RETIREMENT
PLANNING
HNWI
PLANNING

Digitize the Sales Process for Any Product, From Any Carrier

Go beyond just term and digitize sales experiences for any permanent product with tailored flows and functionality for any product and use case.

A Solution to Fit Your Needs

No matter your role in the financial services industry, we've got you covered.

Agency
BGA/IMO
Carrier
RIA
Other

Integrate With 6,000+ Apps Through Zapier or Our API

Build no-code automations and integrations in minutes with Zapier to integrate White Swan with your current tools or built custom integrations with our API.

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Easily Integrate With Popular Apps

10X Your Life Insurance Distribution Today, For Free

Get started for free today or schedule a demo to learn more.

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