Logo
Toologram
Logo
Toologram
Home
Free Tools
Categories
Saved Tool
White Swan

White Swan

AI-powered, no-code platform for seamless life and long-term care insurance distribution.

White Swan thumbnail
Visit Site
Visit Site
AI SalesAI Landing Page BuilderNo-Code&Low-CodeAI MarketingAI AnswerAI WorkflowAI For FinanceAI Lead GenerationAI API

About White Swan

White Swan is an innovative AI-driven, no-code platform designed to create fully branded, white-labeled funnels for life and LTC insurance. It simplifies the entire sales cycle for clients and agents by digitizing processes such as needs analysis, quote requests, and application submissions, all while offering easy customization, embedding, and integration capabilities with any carrier or third-party tools. This platform enhances insurance distribution efficiency for agencies, carriers, and advisors.

How to Use

Create your branded insurance portal using White Swan, design AI-driven landing pages, digitize your sales workflows, and connect with existing tools via Zapier or API. Sign up for a free trial or schedule a demo to get started.

Features

Fully customizable client onboarding journeys
Multi-carrier application forms for diverse insurers
Connects with over 6,000 applications via Zapier or API
AI-powered landing page creation tool
Built-in needs analysis and quote request functionalities

Use Cases

Enabling self-service needs assessments for clients
Generating leads with AI-enhanced landing pages
Automating the sales process for life and LTC insurance products
Optimizing insurance distribution for agencies and carriers
Developing branded online portals for clients and agents

Best For

Insurance agenciesFinancial advisorsRIAsBGAs and IMOsInsurance carriers

Pros

Leverages AI for lead generation and sales enhancement
No-code platform enables quick setup and customization
White-label options for branded user experiences
Integrates with multiple carriers and insurance products
Simplifies the sales process for agents and clients

Cons

May require API knowledge for system integrations
Initial setup and configuration can take time
AI-driven features might need fine-tuning for optimal performance

Frequently Asked Questions

Find answers to common questions about White Swan

What types of insurance can I sell with White Swan?
You can sell all major types of life and LTC insurance, including term life, universal life, indexed universal life, whole life, private placement, and guaranteed universal life policies.
Do I need coding skills to operate White Swan?
No coding experience is needed. White Swan is a user-friendly, no-code platform designed for easy setup and management.
Can White Swan connect with my existing tools?
Yes, it integrates seamlessly with over 6,000 apps through Zapier and offers API connectivity for custom integrations.
Is White Swan compliant with data security standards?
Yes, it uses HIPAA and SOC2 compliant multi-carrier application forms to ensure data security and privacy.
What level of customization does White Swan offer?
The platform allows extensive branding, customizable client journeys, and flexible integration options to match your business needs.