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 user reviews
Would you recommend White Swan?
White Swan's key features
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AI-powered landing page builder that generates lightweight, linkable client-journey pages
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No-code white-label platform to launch a fully branded insurance portal (embed/customize styling)
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Multi-carrier instant quoting and ability to visualize custom quotes for any term or permanent policy
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HIPAA- and SOC2-compliant multi-carrier application form with secure document upload for underwriting
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API and Zapier integrations enabling no-code automations and connectivity with 6,000+ apps
White Swan use cases
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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
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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
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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
Who is it for?
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Financial advisors
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E-commerce sellers
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Content creators
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Product designers
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Strategic managers
