What is White Swan?

White Swan is a life insurance distribution platform that digitizes sales for agents, brokers, BGAs, carriers and RIAs.

The platform offers an AI-enabled landing page builder, no-code white-label portals, and embeddable client journeys for lead capture and conversions.

Features include a needs analysis tool, sample plan visualizations, instant quotes from 30+ carriers plus custom quote handling for all products.

Supports term, whole life, variable life, indexed universal life, guaranteed universal life, long term care and final expense policies.

Includes a multi-carrier application form, secure underwriting uploads, and workflow modules for quotes, applications, change requests and underwriting.

Integrations via API and Zapier enable automations with 6,000+ apps and existing tech stacks while maintaining HIPAA and SOC2 compliance.

White Swan on the web:

White Swan details

Company: White Swan Insurance Solutions, Inc.
Jurisdiction: Delaware, United States
Data residency: United States
Stated compliance: SOC 2, HIPAA

Compliance as stated in White Swan's own published documentation.

White Swan tech specs

Integrations: Zapier

White Swan pricing

Freemium

White Swan offers a free plan with paid upgrades available.

Verify on the official pricing page.

View plans

White Swan's key features

AI-powered landing page builder that generates lightweight, linkable client-journey pages
No-code white-label platform to launch a fully branded insurance portal (embed/customize styling)
Multi-carrier instant quoting and ability to visualize custom quotes for any term or permanent policy
HIPAA- and SOC2-compliant multi-carrier application form with secure document upload for underwriting
API and Zapier integrations enabling no-code automations and connectivity with 6,000+ apps

White Swan use cases

Create compliant, branded no-code white-label portals and AI-driven landing pages with White Swan without engineering resources, embed interactive client journeys that deliver multi-carrier instant quotes, visualized needs analysis, and secure document uploads to accelerate policy submissions
Automate end-to-end life insurance distribution using White Swan’s multi-carrier application workflows and quoting engine, connect agents and CRMs via API/Zapier for automated tasks and e-signatures, and maintain audit-ready compliance and secure storage
Build conversion-optimized microsites and email funnels using White Swan’s AI landing page builder and templates, embed personalized needs-analysis and instant quote widgets to boost lead-to-policy conversion while keeping full brand control