# Table of Contents
- [Digital Insurance Experiences | White Swan for Partners](#digital-insurance-experiences-white-swan-for-partners)
- [Quick Start Guide | White Swan for Partners](#quick-start-guide-white-swan-for-partners)
- [Using the Platform | White Swan for Partners](#using-the-platform-white-swan-for-partners)
- [Client Success Managers & Advanced Planning | White Swan for Partners](#client-success-managers-advanced-planning-white-swan-for-partners)
- [Supported Solution Types | White Swan for Partners](#supported-solution-types-white-swan-for-partners)
- [Best-Interest Philosophy | White Swan for Partners](#best-interest-philosophy-white-swan-for-partners)
- [Platform Capabilities | White Swan for Partners](#platform-capabilities-white-swan-for-partners)
- [Introduction to White Swan for Partners | White Swan for Partners](#introduction-to-white-swan-for-partners-white-swan-for-partners)
- [White Labeling | White Swan for Partners](#white-labeling-white-swan-for-partners)
- [Sharing Pages | White Swan for Partners](#sharing-pages-white-swan-for-partners)
- [Policy Type Recommendation Engine | White Swan for Partners](#policy-type-recommendation-engine-white-swan-for-partners)
- [Page Types Overview | White Swan for Partners](#page-types-overview-white-swan-for-partners)
- [Supported Product Types | White Swan for Partners](#supported-product-types-white-swan-for-partners)
- [Customizing Pages | White Swan for Partners](#customizing-pages-white-swan-for-partners)
- [Client Experience | White Swan for Partners](#client-experience-white-swan-for-partners)
- [Tracking Cases | White Swan for Partners](#tracking-cases-white-swan-for-partners)
- [Instant vs Custom Quotes | White Swan for Partners](#instant-vs-custom-quotes-white-swan-for-partners)
- [Custom Cases | White Swan for Partners](#custom-cases-white-swan-for-partners)
- [General Company Settings | White Swan for Partners](#general-company-settings-white-swan-for-partners)
- [Policy Solve For Options | White Swan for Partners](#policy-solve-for-options-white-swan-for-partners)
- [Guided vs Quick Quote Flow | White Swan for Partners](#guided-vs-quick-quote-flow-white-swan-for-partners)
- [Sample Plan Visualizations | White Swan for Partners](#sample-plan-visualizations-white-swan-for-partners)
- [Page | White Swan for Partners](#page-white-swan-for-partners)
- [Personal Plans | White Swan for Partners](#personal-plans-white-swan-for-partners)
- [Underwriting & Issuance | White Swan for Partners](#underwriting-issuance-white-swan-for-partners)
- [Using Embed + API/Zapier | White Swan for Partners](#using-embed-api-zapier-white-swan-for-partners)
- [Plans to Access Platform | White Swan for Partners](#plans-to-access-platform-white-swan-for-partners)
---
# Digital Insurance Experiences | White Swan for Partners
[PreviousPlatform Capabilities](/partner-knowledge-base/platform-overview/platform-capabilities)
[NextSupported Product Types](/partner-knowledge-base/platform-overview/platform-capabilities/supported-product-types)
Last updated 12 months ago
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At White Swan, we've reimagined the traditional insurance buying process. Our platform is designed to provide a digital buying experience that is not only comprehensive but also intuitive and user-friendly.
**Comprehensive Product Range**: Our platform offers a digital buying experience for . Whether your clients are looking for term life, whole life, universal life, private placement life, or any other product, they can find and purchase it digitally through White Swan.
**User-Friendly Design**: We believe that life insurance should be accessible to everyone. That's why our platform is designed to be easily understood and navigated by anyone, without the need for a finance professional. Clients can independently explore and choose the best insurance products for their needs.
**Device Responsiveness**: In today's digital age, accessibility means being available on any device. Our platform is responsive and functions seamlessly as a web app on desktops, tablets, and mobile devices.
**Data Security**: Trust is paramount in the insurance industry. We prioritize the security of our users' data, ensuring that all information is stored and transmitted securely and in accordance with data regulations.
: Our platform is not just functional; it's also adaptable. It can be embedded into your existing digital environment, with customizable styling options to ensure a consistent brand experience for your clients.
**Extensive Integration Capabilities**: With integration options for over 6,000+ apps through and custom implementation possibilities via our , our platform can seamlessly fit into and enhance your existing tech ecosystem.
**Proven Track Record**: Our platform isn't just a concept; it's a proven solution. Thousands of individuals have already used White Swan, and we're continuously optimizing the experience based on user feedback and analytics.
**High Customizability**: Every business is unique, and so are its needs. Our platform is highly customizable, ensuring that it can be tailored to fit different business environments and requirements.
With White Swan for Partners, you're not just getting a brokerage partner; you're getting a comprehensive digital solution that enhances the insurance buying experience for your clients while seamlessly integrating with your business operations.
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[every type of life insurance product](/partner-knowledge-base/platform-overview/platform-capabilities/supported-product-types)
[**Embedding Features**](/partner-knowledge-base/embedding-white-swan/overview-of-white-swan-embed)
[Zapier](/partner-knowledge-base/zapier-integration/overview-of-zapier-integration)
[API](/partner-knowledge-base/api-documentation/overview-of-white-swans-api)
---
# Quick Start Guide | White Swan for Partners
[PreviousClient Success Managers & Advanced Planning](/partner-knowledge-base/platform-overview/platform-capabilities/client-success-managers-and-advanced-planning)
[NextUsing the Platform](/partner-knowledge-base/platform-overview/using-the-platform)
Last updated 1 year ago
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Embarking on your journey with White Swan for Partners is straightforward and hassle-free. Here's a step-by-step guide to get you started:
1. **Account Creation**: Begin by . You have the flexibility to use your Google account or opt for a password-based sign-up.
2. **Initial Onboarding**: If your company is new to White Swan, you'll be prompted to provide some basic details about yourself and your organization. This ensures a tailored experience from the get-go.
3. **Earnings Activation**: During the onboarding process, you'll have the opportunity to initiate the earnings activation process for your account. To get a better understand of the nuances of creating a revenue stream with White Swan, read our .
4. **Team Integration**: Once you've completed the initial setup, you have the option to invite other team members to your company account. This fosters collaboration and ensures everyone is on the same page.
5. **Cost-Free Collaboration**: One of the many perks of White Swan for Partners is its accessibility. It's completely free to use, regardless of your team size. Whether you're a startup or a large enterprise, we've got you covered.
6. **Permission Levels**: Security and control are paramount. With our permission levels feature, you can easily dictate who has access to specific data and who can make changes to your company's general information.
White Swan for Partners is designed to be intuitive, ensuring a smooth transition for you and your team. With an account created, let's dive in and explore the basics of using the platform.
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[signing up for a new account](https://app.whiteswan.io/partner_sign_up)
[Earnings Section](/partner-knowledge-base/platform-overview/earnings)
---
# Using the Platform | White Swan for Partners
[PreviousQuick Start Guide](/partner-knowledge-base/platform-overview/quick-start-guide)
[NextWhite Labeling](/partner-knowledge-base/platform-overview/using-the-platform/white-labeling)
Last updated 8 months ago
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Navigating White Swan for Partners is designed to be intuitive, but to ensure you get the most out of our platform, this section provides a comprehensive overview of its basic functionalities. Here's what you can expect:
1. : Delve into the different categories of reusable pages on our platform, and learn about the differences between general pages and product specific pages as well as how company and individual pages work.
2. : Discover the myriad ways to share your content. Whether it's via email, text, social media, or embedding directly onto your website, we've got you covered.
3. : Tailor the platform to mirror your business needs and processes. From aesthetics to functionality, learn how to make White Swan truly yours.
4. : Beyond reusable pages, delve into creating custom cases. These are uniquely crafted for individual scenarios and can be initiated directly from the platform or through Zapier and API integrations for added flexibility.
5. : Transparency is key. Easily track your clients' progress, access detailed data on their journey, and set up automations based on case progressions.
6. **:** Learn how you can control general settings for your White Swan partner account.
For those looking to delve deeper into advanced functionalities, we have dedicated sections on , our , and our . Each of these sections provides in-depth insights, ensuring you can harness the full power of White Swan for Partners.
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[**Page Type Overview**](/partner-knowledge-base/platform-overview/using-the-platform/page-types-overview)
[**Sharing Pages**](/partner-knowledge-base/platform-overview/using-the-platform/sharing-pages)
[**Customizing Pages**](/partner-knowledge-base/platform-overview/using-the-platform/customizing-pages)
[**Custom Cases**](/partner-knowledge-base/platform-overview/using-the-platform/custom-cases)
[**Tracking Cases**](/partner-knowledge-base/platform-overview/using-the-platform/tracking-cases)
[**General Company Settings**](/partner-knowledge-base/platform-overview/using-the-platform/general-company-settings)
[Embedding White Swan](/partner-knowledge-base/embedding-white-swan/overview-of-white-swan-embed)
[Zapier Integration](/partner-knowledge-base/zapier-integration/overview-of-zapier-integration)
[Public API](/partner-knowledge-base/embedding-white-swan/overview-of-white-swan-embed)
---
# Client Success Managers & Advanced Planning | White Swan for Partners
White Swan is more than just a digital platform; it's a holistic service experience. Here's how our Client Success Managers elevate the White Swan journey:
1. **Personalized White Glove Service**: Every individual who requests a personal plan through White Swan is paired with a dedicated Client Success Manager. These professionals stand ready to offer a range of services, from answering questions and fine-tuning plans to assisting with applications, underwriting, and managing the entire policy lifecycle.
2. **Expertise at Your Fingertips**: Our Client Success Managers aren't just friendly faces; they're seasoned experts. Each one is licensed, well-versed in advanced planning, and has undergone rigorous training to ensure they can address any client need with precision and care.
3. **Flexibility in Interaction**: We understand that every client is unique. While our Success Managers are always available for assistance, they respect the preferences of those who wish for a predominantly online experience. In such cases, they work diligently behind the scenes, ensuring everything runs smoothly.
4. **Advanced Planning Support**: For clients with more intricate planning needs, our Success Managers step up to offer an even more personalized touch. They collaborate closely with clients or their advisors, ensuring that even the most complex solutions are implemented seamlessly.
5. **Hybrid Service Model**: At its core, White Swan champions choice. While we pride ourselves on our cutting-edge digital platform, we also recognize the value of human touch. Clients have the freedom to choose their journey β be it fully digital, a blend of digital and personal, or a comprehensive one-on-one experience.
With White Swan, clients aren't just accessing a platform; they're entering a partnership where technology and expertise come together to deliver unparalleled service.
[PreviousBest-Interest Philosophy](/partner-knowledge-base/platform-overview/platform-capabilities/best-interest-philosophy)
[NextQuick Start Guide](/partner-knowledge-base/platform-overview/quick-start-guide)
Last updated 1 year ago
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---
# Supported Solution Types | White Swan for Partners
White Swan's diverse range of life insurance products can be tailored to address a myriad of financial goals and needs. Here's an overview of the various solutions our products can facilitate:
1. **Replacing Income**: Life insurance can act as a financial cushion:
* Ensure that the family of an insured person can maintain their lifestyle and cover essential expenses if the primary breadwinner were to pass away.
2. **Mortgage/Debt Protection**: Life insurance can be a safety net for families with outstanding loans:
* Ensure that mortgages or other debts are paid off if the insured person passes away, preventing financial strain on loved ones.
3. **Estate Planning**: Life insurance plays a pivotal role in estate planning. It can:
* Handle end-of-life expenses, ensuring that loved ones aren't burdened with unforeseen costs.
* Create generational wealth, setting up future generations for financial success.
* Optimize asset transitions, ensuring a smooth transfer of wealth.
* Decrease the financial burden on loved ones or businesses during challenging times.
4. **Retirement Planning**: Life insurance can be a valuable tool in retirement planning. Cash value products can:
* Complement traditional retirement plans without the typical limitations on eligibility limits, contribution amounts, or age of withdrawals.
* Grow and can be accessed as income without taxes.
* Provide a "self-completing" retirement savings plan that will ensure retirement savings goals are reached even if the insured person dies.
5. **Tax Planning**: Life insurance can be a strategic tool for tax optimization:
* Growth on cash value is typically not taxed.
* Withdrawals up to cost-basis is typically not taxed.
* Loans using the cash value as a security is typically not taxed.
* Death benefit paid out is typically not taxed.
6. **Portfolio Planning**: Life insurance can enhance an investment portfolio by:
* Improving asset protection with for example protection from being accessed through litigation.
* Enhancing tax efficiency.
* Mitigating overall portfolio risk and hedging against market volatility.
7. **Business Planning**: Life insurance is instrumental in business continuity and growth strategies such as:
* Succession planning to ensure a smooth transition of leadership.
* Buy/sell agreements to facilitate business ownership transitions.
* Key person insurance to protect against the loss of crucial personnel.
**Expertise at Your Service**: At White Swan, we understand that insurance planning can be intricate. That's why we have Client Success Managers with vast experience in complex insurance planning. They're equipped to help design solutions tailored to any goal or need, ensuring that our partners and their clients always have expert guidance at their fingertips.
[PreviousSupported Product Types](/partner-knowledge-base/platform-overview/platform-capabilities/supported-product-types)
[NextBest-Interest Philosophy](/partner-knowledge-base/platform-overview/platform-capabilities/best-interest-philosophy)
Last updated 1 year ago
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---
# Best-Interest Philosophy | White Swan for Partners
At White Swan, our guiding principle is clear: to always recommend and design solutions that maximize the results of our clients through an unmatched carrier & product coverage and a sophisticated approach to product selection and design. Our advice is never influenced by our own potential earnings; instead, we optimize our recommendations to maximize the benefits for our clients.
Given our comprehensive offering of every available policy type, our partnerships with top life insurance carriers, and our data-driven approach bolstered by deep industry expertise, our best-interest philosophy truly sets us apart in the market.
**Contrasting White Swan with Other Providers:**
1. **Single or Limited-Carrier Providers**: Some providers work exclusively with one, or just a handful of insurance carriers. The limitation here is clear: no single carrier offers the most competitive product for every customer segment. Working with such providers may subject clients to:
* Less than optimal pricing or health rating.
* Restrictions on coverage amounts or product features.
* Limited policy type options.
2. **Instant Issue Product Providers**: While the allure of instant issue products is the swift underwriting and issuance process, it often comes with trade-offs. Working with providers who exclusively offer these products may subject clients to:
* Higher pricing due to the convenience factor.
* Limited coverage amounts.
* Reduced flexibility in product options.
3. **Providers Lacking Expertise or with Ulterior Motives**: The principal-agent issue is prevalent in the insurance industry. Some providers, despite having access to a range of carriers and products, may prioritize their own earnings over the client's best interests in selecting and designing solutions for their clients. Others might lack the expertise to properly selecting and designing policies, and inadvertently place their clients with a less than optimal solution. This may subject clients to:
* Suboptimal product selection and design.
* Misaligned advice that doesn't truly cater to the client's needs.
**White Swan's Distinction**: While other providers may be constrained by a limited selection or may not always act in the best interests of their clients, White Swan is different. Our expansive carrier and product selection, combined with our unwavering commitment to our clients' best interests, ensures that our partners and their clients always receive optimal solutions tailored to their unique needs.
[PreviousSupported Solution Types](/partner-knowledge-base/platform-overview/platform-capabilities/supported-solution-types)
[NextClient Success Managers & Advanced Planning](/partner-knowledge-base/platform-overview/platform-capabilities/client-success-managers-and-advanced-planning)
Last updated 1 year ago
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---
# Platform Capabilities | White Swan for Partners
[PreviousIntroduction to White Swan for Partners](/partner-knowledge-base/platform-overview/introduction-to-white-swan-for-partners)
[NextDigital Insurance Experiences](/partner-knowledge-base/platform-overview/platform-capabilities/digital-insurance-experiences)
Last updated 1 year ago
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White Swan for Partners is not just another insurance brokerage, and not just another technology platform.
Our platform has several unique capabilities that improves outcomes for your business and your clients, which we will cover in the following pages.
**What's Next:**
* : Explore the seamless digital experiences we offer, making life insurance accessible and user-friendly to anyone.
* : Explore the vast array of life insurance products available through our platform, ensuring a fit for any need or goal.
* : Understand the wide range of protection and accumulation goals that White Swan can provide solutions for.
* : Learn about our commitment to ensuring the best interests of both our partners and their clients.
* : Discover how our team of experts supports and enhances the platform experience.
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[**Digital Insurance Experiences**](/partner-knowledge-base/platform-overview/platform-capabilities/digital-insurance-experiences)
[**Supported Product Types**](/partner-knowledge-base/platform-overview/platform-capabilities/supported-product-types)
[**Supported Solution Types**](/partner-knowledge-base/platform-overview/platform-capabilities/supported-solution-types)
[**Best-Interest Philosophy**](/partner-knowledge-base/platform-overview/platform-capabilities/best-interest-philosophy)
[**Client Success Managers & Advanced Planning**](/partner-knowledge-base/platform-overview/platform-capabilities/client-success-managers-and-advanced-planning)
---
# Introduction to White Swan for Partners | White Swan for Partners
[PreviousWhite Swan for Partners Knowledge Base](/partner-knowledge-base)
[NextPlatform Capabilities](/partner-knowledge-base/platform-overview/platform-capabilities)
Last updated 1 year ago
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**White Swan for Partners** is a digital brokerage platform that empowers financial services companies to easily offer any life insurance products through a digital experience that is embeddable, integratable, and adheres to high best-interest standards.
Through our platform, businesses can complement existing offerings with life insurance solutions and create a revenue stream with a fully outsourced insurance platform that makes traditionally complex products easy to access and offer.
**Why White Swan for Partners?** The life insurance industry is a technology laggard that is highly complex and hard to operate in. Most existing providersΒ are either lacking in digital, hassle-free experiences or, lacking in high best-interest standards by offering only a limited selection of products.
White Swan solves this problem with a flexible digital platform that you can use to offer virtually all types of life insurance products, with the highest best-interest standards, supported by industry experts.
By partnering with White Swan, you can offer a premium, compromise-free experience for getting any type of life insurance from top carriers, without handling any process other than marketing.
**What to Expect in This Overview:**
* An overview of our platform's capabilities, including our , our , our , our , and our capabilites.
* A that shows you how easy it is to get started
* A guide to using the platform, including , , , , and .
* Details on the end-user experience, including our , our , our , our , our , and our process.
* How earnings with White Swan works, including our , how to Earnings, , and how works.
* A teaser of our and upcoming features.
Keep in mind that this overview excludes more advanced topics such as , using our , or using , which is covered in their own sections.
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[Digital Insurance Experiences](/partner-knowledge-base/platform-overview/platform-capabilities/digital-insurance-experiences)
[Supported Product Types](/partner-knowledge-base/platform-overview/platform-capabilities/supported-product-types)
[Supported Solution Types](/partner-knowledge-base/platform-overview/platform-capabilities/supported-solution-types)
[Best-Interest Philosophy](https://chat.openai.com/#1.2.4)
[Client-Success Managers & Advanced Planning](/partner-knowledge-base/platform-overview/platform-capabilities/client-success-managers-and-advanced-planning)
[Quick Start Guide](/partner-knowledge-base/platform-overview/quick-start-guide)
[Page Types](/partner-knowledge-base/platform-overview/using-the-platform/page-types-overview)
[Sharing Pages](/partner-knowledge-base/platform-overview/using-the-platform/sharing-pages)
[Customizing Pages](/partner-knowledge-base/platform-overview/using-the-platform/customizing-pages)
[Custom Cases](/partner-knowledge-base/platform-overview/using-the-platform/custom-cases)
[Tracking Cases](/partner-knowledge-base/platform-overview/using-the-platform/tracking-cases)
[Policy Type Recommendation Engine](/partner-knowledge-base/platform-overview/client-experience/policy-type-recommendation-engine)
[Sample Plan Visualizations](/partner-knowledge-base/platform-overview/client-experience/sample-plan-visualizations)
[Personal Plan Requests](/partner-knowledge-base/platform-overview/client-experience/personal-plan-requests)
[Personal Plans](/partner-knowledge-base/platform-overview/client-experience/personal-plans)
[Applications](/partner-knowledge-base/platform-overview/client-experience/applications)
[Underwriting & Issuance](/partner-knowledge-base/platform-overview/client-experience/underwriting-and-issuance)
[Compensation Philosophy](/partner-knowledge-base/platform-overview/earnings/understand-life-compensation-and-our-philosophy)
[Activate](/partner-knowledge-base/platform-overview/earnings/activating-earnings)
[Licensing Considerations](/partner-knowledge-base/platform-overview/earnings/licensing-considerations)
[Tracking Earnings](/partner-knowledge-base/platform-overview/earnings/tracking-earnings)
[Platform Roadmap](/partner-knowledge-base/platform-overview/platform-roadmap)
[Embedding White Swan](/partner-knowledge-base/embedding-white-swan/overview-of-white-swan-embed)
[Zapier Integration](/partner-knowledge-base/zapier-integration/overview-of-zapier-integration)
[Our API](/partner-knowledge-base/api-documentation/overview-of-white-swans-api)
---
# White Labeling | White Swan for Partners
[PreviousUsing the Platform](/partner-knowledge-base/platform-overview/using-the-platform)
[NextInstant vs Custom Quotes](/partner-knowledge-base/platform-overview/using-the-platform/instant-vs-custom-quotes)
Last updated 12 months ago
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The White Swan platform can be white labeled in several ways.
* * *
**White Label Logo**
You can choose to have the platform white-labeled with your own logo or co-branded with the White Swan logo and your company name.
You can activate the logo white labeling of the platform during the onboarding or through the under the company settings section.
* * *
**White Label Embed**
When you embed a or a you can customize the colors and fonts to fit your brand for a seamless experience.
To do this, you can configure the embed settings, which can be found in the popup that shows when you embed a page from the dashboard.
When you embed the quick quote flow, only the font can be white labeled, as this flow is contained within a single box that is a small element which you can fit on any landing page or product page.
When you embed the guided flow, you can additionally white label the background color to match the environment in which you embed.
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[general settings page](https://app.whiteswan.io/general_settings)
[quick quote flow](/partner-knowledge-base/platform-overview/client-experience/guided-vs-quick-quote-flow)
[guided flow](/partner-knowledge-base/platform-overview/client-experience/guided-vs-quick-quote-flow)
---
# Sharing Pages | White Swan for Partners
[PreviousPage Types Overview](/partner-knowledge-base/platform-overview/using-the-platform/page-types-overview)
[NextCustomizing Pages](/partner-knowledge-base/platform-overview/using-the-platform/customizing-pages)
Last updated 1 year ago
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White Swan's platform is designed to make sharing insurance offerings with your clients as seamless and versatile as possible. Here's how you can share pages with clients:
* **Direct Link Sharing**: Easily copy the page link from your dashboard and incorporate it into your website, emails, or other communication channels.
* **Email Sharing**: With just a few clicks in the dashboard, you can directly send the page to your client's email, with a templated language that you can optionally customize.
* **Text Sharing**: For a more immediate touchpoint, share the page directly with your client via text message with a templated language that you can optionally customize.
* **Social Media Sharing**: Amplify your reach by sharing the page on social media platforms. Our dashboard provides templated posts to make the process smoother for you.
* : Elevate your client's experience by embedding the page directly onto your website. With customizable styling options, you can ensure that the page aligns perfectly with your brand, providing clients with a seamlessly integrated experience.
By offering multiple sharing avenues, White Swan ensures that you can connect with your clients in the manner most convenient and effective for both you and them.
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[**Embedding**](/partner-knowledge-base/embedding-white-swan/overview-of-white-swan-embed)
---
# Policy Type Recommendation Engine | White Swan for Partners
Navigating the world of life insurance can be daunting, especially for those unfamiliar with the intricacies of different policy types. That's where our Policy Type Recommendation Engine comes into play.
For users who already have a clear understanding of their insurance needs, our platform provides the flexibility to select a specific policy type directly.
However, for those seeking guidance, our recommendation engine assists by posing a series of straightforward yet enlightening questions. These queries delve into users' objectives, their inclinations regarding cash value accumulation, the nature of death benefit protection they seek, and their preferences related to premium characteristics.
Our platform is designed with the user's education in mind. Each question in the recommendation engine is accompanied by concise explanations that demystify complex insurance topics. For those seeking a deeper understanding, tooltips are available, offering additional insights into each topic.
Upon analyzing the user's responses, the recommendation engine provides tailored advice, suggesting suitable policy types such as term life insurance, indexed universal life insurance, variable universal life insurance, or whole life insurance.
It's worth noting that private placement life is not recommended by the engine. These are specialized policies and can be chosen directly by users who are aware of their distinct features and benefits.
[PreviousGuided vs Quick Quote Flow](/partner-knowledge-base/platform-overview/client-experience/guided-vs-quick-quote-flow)
[NextSample Plan Visualizations](/partner-knowledge-base/platform-overview/client-experience/sample-plan-visualizations)
Last updated 12 months ago
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---
# Page Types Overview | White Swan for Partners
[PreviousInstant vs Custom Quotes](/partner-knowledge-base/platform-overview/using-the-platform/instant-vs-custom-quotes)
[NextSharing Pages](/partner-knowledge-base/platform-overview/using-the-platform/sharing-pages)
Last updated 12 months ago
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White Swan offers a variety of reusable pages for partners which can be used to provide customizable, consistent experiences to your clients and streamline your referral process to help you generate a consistent revenue stream.
There are two types of pages available for partners:
* **General Pages**: These pages come equipped with a recommendation engine, allowing clients to access our entire range of policies and find the best fit for their diverse needs.
* **Product Specific Pages**: For a more targeted approach, these pages spotlight specific insurance products, guiding clients directly to particular offerings they might be interested in.
Both the General and Product Specific pages can be categorized as:
* **Personal Pages**: These pages can be customized on an individual team member basis to create a more personal touch that can resonate with their unique client base or approach.
* **Company Pages**: Crafted for a broader audience, these pages reflect your brand's ethos and can be customized by account admins to ensure a unified brand presentation.
Furthermore, every page is intrinsically linked to a specific team member. This association provides a transparent mechanism to .
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[track earnings by team member](/partner-knowledge-base/platform-overview/earnings/tracking-earnings)
---
# Supported Product Types | White Swan for Partners
At White Swan, we pride ourselves on offering a diverse range of life insurance products to cater to a wide range of protection and accumulation needs. Here's an overview of the product types we support:
1. **Term Life**: This is a time-limited coverage option with no accumulation possibilities. We offer various durations, including annually renewable terms, ensuring flexibility for short-term protection needs.
2. **Guaranteed Universal Life**: Offering permanent protection, this policy type comes with guaranteed level premiums and no accumulation possibilities. It's a straightforward choice for those seeking lifelong coverage without the complexities of cash value growth.
3. **Whole Life**: A comprehensive policy type, whole life insurance provides permanent protection and strong guarantees on premiums and cash value growth. It's a reliable choice for those seeking a safe-haven asset that offers a combination of protection and savings.
4. **Indexed Universal Life**: This policy type offers permanent protection with growth potential tied to stock market indexes. It provides downside protection, ensuring that the policyholder benefits from market upswings without experiencing loss from downturns.
5. **Variable Universal Life**: A versatile option, this policy type offers permanent protection with a wide selection of funds in which to invest the cash value. From fixed and downside-protected accounts to diverse funds with varying investment strategies, it caters to those seeking a mix of protection and investment opportunities.
6. **Private Placement Life**: Tailored for high-net-worth individuals, this policy type offers permanent protection and unmatched flexibility. It can be customized to invest the cash value in exotic asset classes, including hedge funds and private equity funds, providing a unique blend of protection and growth.
**Expedited Underwriting**: We understand the value of time. For every product type, except for private placement life, we offer options with expedited underwriting. This means applications can transition to issuance in as little as one business day. However, for those seeking more competitively priced options, we also offer fully underwritten products. While these might take longer to get issued, they may often provide better value in terms of pricing.
**Competitive Carriers**: At White Swan, we don't compromise on quality. We collaborate with the most competitive carriers in each product segment, ensuring that every individual is matched with the most competitive product for their profile.
[PreviousDigital Insurance Experiences](/partner-knowledge-base/platform-overview/platform-capabilities/digital-insurance-experiences)
[NextSupported Solution Types](/partner-knowledge-base/platform-overview/platform-capabilities/supported-solution-types)
Last updated 1 year ago
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---
# Customizing Pages | White Swan for Partners
[PreviousSharing Pages](/partner-knowledge-base/platform-overview/using-the-platform/sharing-pages)
[NextCustom Cases](/partner-knowledge-base/platform-overview/using-the-platform/custom-cases)
Last updated 1 year ago
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White Swan's platform is designed to be as adaptable as your business needs it to be. With a plethora of customization options available, you can tailor the experience to best fit your brand and your client's preferences.
This page shows basic customization options, and more advanced customization is available via our , , as well as .
To customize pages, press the settings button on the page you want to customize from your dashboard. Here's a breakdown of the customization possibilities:
####
[](#experience-customization)
Experience Customization:
* **Custom Welcome Screen**: Infuse your brand's voice by opting for a custom welcome page. Personalize the welcome screen with your chosen headline, subtext, and imagery.
* **Sample Policy Presentation**: Before clients request a personal plan, they encounter a sample policy presentation. Opt for a 'simple' style that offers a straightforward headline and subtext overview of a policy type, or a 'rich' style. The rich style showcases visualizations of sample plans, allowing clients to gauge potential outcomes based on different premium budgets or death benefit needs. This immersive experience is further enriched with sections emphasizing our and .
* **Contact Information Collection**: Choose when to collect client contact details - either upfront upon page visit or only when they initiate a plan request. While an upfront approach might lead to higher drop-offs, it may help you capture more valuable lead data, which can be synced with other tools via or .
* **Custom Success Redirect**: After clients complete their personal plan request, redirect them to a specific page on your website. This can be an opportunity to cross-sell other services, products, or further nurture your client relationships.
* **Cobranding the Experience:** You can choose whether you want the page to be co-branded with your company name or whether it should only be White Swan branded.
####
[](#communication-preferences)
Communication Preferences:
* **Case Communication**: Determine the communication flow related to a case. Decide if notifications should go to both you and your client, just you, or solely to your client, ensuring you maintain the desired level of control over client interactions.
* **Case Follow-up**: Opt for a follow-up mechanism where we engage with the client for up to 30 days after sending the personal plan. This proactive approach can significantly boost conversion rates for your account.
* **User Association**: Specify which team member on your account should be associated with the page. This individual will be the primary recipient of communications for cases initiated via the page. Moreover, any earnings stemming from referrals through this page will be associated with this user.
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[Zapier integration](/partner-knowledge-base/zapier-integration/overview-of-zapier-integration)
[our API](/partner-knowledge-base/api-documentation/overview-of-white-swans-api)
[our embedded functionalities](/partner-knowledge-base/embedding-white-swan/overview-of-white-swan-embed)
[extensive product range](/partner-knowledge-base/platform-overview/platform-capabilities/supported-product-types)
[commitment to best-interest standards](/partner-knowledge-base/platform-overview/platform-capabilities/best-interest-philosophy)
[Zapier Triggers](/partner-knowledge-base/zapier-integration/triggers)
[API Webhooks](/partner-knowledge-base/api-documentation/webhooks)
---
# Client Experience | White Swan for Partners
[PreviousPolicy Solve For Options](/partner-knowledge-base/platform-overview/using-the-platform/policy-solve-for-options)
[NextGuided vs Quick Quote Flow](/partner-knowledge-base/platform-overview/client-experience/guided-vs-quick-quote-flow)
Last updated 12 months ago
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White Swan's platform is meticulously designed to strike a balance between power and simplicity. While it's robust enough to cater to the intricate needs of finance professionals, it's also intuitive enough to guide any individual through the insurance journey. From the initial stages of needs analysis to the final steps of policy issuance, we ensure a seamless experience for every user.
Here's a breakdown of the journey:
1. : Assists users in pinpointing the ideal plan type tailored to their unique needs, aspirations, and inclinations.
2. : Offers a clear understanding of the potential outcomes of different plan types. Users can gauge the results based on their premium budget or desired death benefit, all derived from real sample plans.
3. : Facilitates users in swiftly initiating a request for a personalized plan, granting them the flexibility for in-depth customizations.
4. : We simplify traditionally complex insurance illustration documents by extracting pivotal information and presenting it in a user-friendly interface. This allows users to effortlessly comprehend the nuances of various plans and make informed comparisons between them.
5. : Learn how we streamline the application process, ensuring users can apply with utmost ease and efficiency.
6. : Details the comprehensive support our platform and dedicated success managers provide during the crucial stages of underwriting and policy issuance.
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[**Policy Type Recommendation Engine**](/partner-knowledge-base/platform-overview/client-experience/policy-type-recommendation-engine)
[**Sample Plan Visualizations**](/partner-knowledge-base/platform-overview/client-experience/sample-plan-visualizations)
[**Personal Plan Requests**](/partner-knowledge-base/platform-overview/client-experience/personal-plan-requests)
[**Personal Plans**](/partner-knowledge-base/platform-overview/client-experience/personal-plans)
[**Applications**](/partner-knowledge-base/platform-overview/client-experience/applications)
[**Underwriting & Issuance**](/partner-knowledge-base/platform-overview/client-experience/underwriting-and-issuance)
---
# Tracking Cases | White Swan for Partners
[PreviousCustom Cases](/partner-knowledge-base/platform-overview/using-the-platform/custom-cases)
[NextGeneral Company Settings](/partner-knowledge-base/platform-overview/using-the-platform/general-company-settings)
Last updated 12 months ago
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White Swan ensures complete transparency and control over the cases you refer. Here's how you can effortlessly track and manage them:
* **Dashboard Overview**: Every case channeled through your account is meticulously tracked and can be accessed via your dashboard. This centralized system ensures you're always in the loop.
* **Case Page Insights**: Dive into the specifics of each case on its dedicated page. Here, you'll find vital details like the current status, the requested information, the personal plan(s) recommended, the associated account user, and the client details.
For users on the and the , case pages can also be used to create , access applications, request secure data, and see details like policy number, case timeline, policy parties, and request data.
* **Communication & Support**: The case page isn't just for monitoring; it's also a hub for action. From here, you can easily communicate with the success manager assigned to the case and adjust the communication settings as per your preference.
* **Privacy First**: While we strive to provide comprehensive insights, certain case information is omitted. This is in line with our commitment to uphold privacy standards and adhere to data regulations.
* **Automation & Updates**: Stay ahead with real-time case updates. These updates can be seamlessly integrated into your workflow using our and s[Webhooks](/partner-knowledge-base/api-documentation/webhooks)
, enabling automations that further streamline your operations.
With White Swan's tracking capabilities, you're not just referring cases; you can also be actively involved in their journey, ensuring the best outcomes for your clients.
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[Digital Agent Plan](/partner-knowledge-base/platform-overview/plans-to-access-platform/digital-agent-plan)
[Innovator Plan](/partner-knowledge-base/platform-overview/plans-to-access-platform/innovator-plan)
[custom quotes](/partner-knowledge-base/platform-overview/using-the-platform/instant-vs-custom-quotes)
[Zapier Triggers](/partner-knowledge-base/zapier-integration/triggers)
---
# Instant vs Custom Quotes | White Swan for Partners
[PreviousWhite Labeling](/partner-knowledge-base/platform-overview/using-the-platform/white-labeling)
[NextPage Types Overview](/partner-knowledge-base/platform-overview/using-the-platform/page-types-overview)
Last updated 12 months ago
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Two types of quotes can be processed through the White Swan platform - **instant quotes**, and **custom quotes**.
* * *
**Instant Quotes**
Instant quotes are available through integrations and can be provided for any retail policy type to show quotes instantly when requested by a client.
Instant quotes can produce quotes for products from more than 30 carriers, but can also be configured to be carrier or product specific.
* * *
**Custom Quotes**
Custom quotes can be created for any policy from any carrier, allowing clients to access options that aren't available through instant quotes.
These quotes can be used to create quotes for any life insurance solution from any carrier.
The creation of custom quotes are led by the servicing agent on each case, and will generally not be instantly available to the client during the session they make their original request.
For users on the and the , sending custom quotes is available through case pages under case tools.
* * *
**Comparison & Optimal Use Case**
There are advantages and disadvantages to both instant and custom quotes.
While instant quotes provide the benefit of being available quickly and with no work for the agent, they do not cover every single policy alternative which may need the client with the wrong solution for their needs.
Instant quotes generally work the best for term and protection oriented policies, and less well for more complex permanent policies or accumulation oriented solutions.
While custom quotes provide the benefit of allowing clients to access quotes for any policy and empowers the agent to design the optimal solution for the client, they do take time to produce for the agent and is not available within one session for the client.
Custom quotes are generally recommended for larger and more complex solutions. This is especially true as they allow you to visualize some data that isn't available through instant quotes, for example internal rate of returns(IRRs), cash value allocations, and retirement income.
Ultimately, instant quotes and custom quotes can be used together to first provide your client with an initial idea of the results they could expect and then to get to work off that to create them a custom quote that gets the sale closed.
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[Digital Agent Plan](/partner-knowledge-base/platform-overview/plans-to-access-platform/digital-agent-plan)
[Innovator Plan](/partner-knowledge-base/platform-overview/plans-to-access-platform/innovator-plan)
---
# Custom Cases | White Swan for Partners
[PreviousCustomizing Pages](/partner-knowledge-base/platform-overview/using-the-platform/customizing-pages)
[NextTracking Cases](/partner-knowledge-base/platform-overview/using-the-platform/tracking-cases)
Last updated 12 months ago
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White Swan's custom cases works much like your reusable pages, but are unique for each case, and offers a tailored approach to referring clients. Here's a closer look at how custom cases function and the flexibility they bring:
* **Initiation**: Custom cases can be started in multiple ways. Whether you prefer to start them manually via the dashboard or automate the process through our or , the choice is yours (both of the actions 'Starting a new request' and 'Submitting a complete request' will create a new custom case).
* **Customization**: Just like our standard pages, custom cases come with a wide array of to ensure the experience aligns with your brand and client's expectations. Custom cases initiated through the 'Start a New Request' with Zapier or our API allows for further customization by allowing you to pre-answer questions in the plan request which will be skipped by users in those custom cases.
* **Filling Out**: The flexibility of custom cases extends to who fills them out. Whether it's a member of your team or the client themselves, the process remains seamless. Sharing a link to the custom case with your client is straightforward, ensuring they can access and complete it with ease.
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[Zapier C](/partner-knowledge-base/zapier-integration/overview-of-zapier-integration)
[reate Actions](/partner-knowledge-base/zapier-integration/create-actions)
[Public API Action Calls](/partner-knowledge-base/api-documentation/action-calls)
[customization options](/partner-knowledge-base/platform-overview/using-the-platform/customizing-pages)
---
# General Company Settings | White Swan for Partners
[PreviousTracking Cases](/partner-knowledge-base/platform-overview/using-the-platform/tracking-cases)
[NextPolicy Solve For Options](/partner-knowledge-base/platform-overview/using-the-platform/policy-solve-for-options)
Last updated 8 months ago
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Navigating and customizing the White Swan platform to align with your company's preferences is straightforward and user-friendly:
1. **Accessing General Settings:** To begin, head over to the 'General Settings' option available in the header menu. This centralized location offers a range of general settings for partners.
2. **Personal and Company Information:** Update or modify essential details with ease. Whether it's personal information or company-specific data, the platform ensures your records are always up-to-date.
3. **Co-Branding Toggle:** Enhance the user experience by integrating your brand identity. Toggle the co-branding option on or off as per your preference for the pages and cases associated with your account.
4. **Policy Type Selection:** White Swan offers a wide range of policy types to cater to varied client needs. While we recommend keeping all policy types active, partners have the flexibility to deactivate certain policy types they don't want to offer to their clients. For instance, some partners opt to exclude Variable Universal Life and Private Placement Life due to not being licensed to receive compensation for these products. For a deeper dive into this, you can read .
5. **User Management:** Expand your team's access to the platform by inviting more users. Not only can you add members, but you can also define their permission levels, ensuring each user has the right access for their role.
6. **Licensing and Payment Information:** For partners who've activated earnings, the platform provides an option to update licensing details and payment information. This ensures seamless transactions and adherence to regulatory requirements.
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[Licensing Considerations](/partner-knowledge-base/platform-overview/earnings/licensing-considerations)
---
# Policy Solve For Options | White Swan for Partners
If you use the advanced mode when getting a quote through the quick quotes or changing your quote in the guided flow, you can select different solves, which will affect how your quotes are generated. Options differ by policy type. These are all options, with an explanation for each:
**β’ Target Premium**: Standard for quotes with protection as goal. Solves for a premium amount based on a defined death benefit.
**β’ Specify Premium and Death Benefit**: Standard for quotes with balanced as goal. Allows you to specify both the premium and the death benefit. If quotes for the death benefit amount has higher minimum premiums than the defined premium, quotes will be shown for the death benefit amount.
**β’ Min Non-MEC DB**: Standard for quotes with accumulation as main goal. Given a defined premium this option solves for the lowest possible death benefit to maintain tax advantages on cash value accumulation and avoid a modified endowment contract (MEC) classification.
**β’ Maximum Non-MEC Premium**: Solve for a the highest possible premium that can be put into a policy with a defined death benefit to maintain tax advantages on cash value accumulation and avoid a modified endowment contract (MEC) classification.
**β’ Target Death Benefit**: Solve for a death benefit based on a defined premium budget.
**β’ DB Solve Cash Value at Age**: Solve for a death benefit based on a defined target cash value at a defined age. Based on projected non-guaranteed growth.
**β’ Premium Solve Cash Value at Age**: Solve for a premium based on a defined target cash value at a defined age. Based on projected non-guaranteed growth.
**β’ Lapse Protection Death Benefit**: Solve for a death benefit based on a lapse protection until a defined age.
**β’ Base Death Benefit**: Solve for a quote based on a defined death benefit amount.
**β’ Base Premium**: Solve for a quote based on a defined premium amount.
**β’ LTC Benefit**: For linked benefit products, the Long Term Care (LTC) benefit will solve for a monthly benefit amount based on a defined premium.
[PreviousGeneral Company Settings](/partner-knowledge-base/platform-overview/using-the-platform/general-company-settings)
[NextClient Experience](/partner-knowledge-base/platform-overview/client-experience)
Last updated 8 months ago
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---
# Guided vs Quick Quote Flow | White Swan for Partners
[PreviousClient Experience](/partner-knowledge-base/platform-overview/client-experience)
[NextPolicy Type Recommendation Engine](/partner-knowledge-base/platform-overview/client-experience/policy-type-recommendation-engine)
Last updated 12 months ago
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Two different types of end-user experiences are available for offering life insurance: the **Guided Flow** and the **Quick Quote Flow**.
* * *
**The Guided Flow**
The guided flow is the original White Swan flow and is described through the next chapters in this section of the docs.
This flow features an educational, intuitive, and beautifully designed experience that takes the user through each consideration of a well designed life insurance solution, just like a top agent would.
* * *
**The Quick Quote Flow**
The quick quote flow is the fastest way to get a quote and apply for any term or permanent policy.
The quick flow is built to be lightweight and provide a way to allow users to get a quote in under a minute, see details and compare alternatives, and apply all within one session.
The quick quote is available for both individual policy types
* * *
**Comparison & Optimal Use Case**
The guided flow and the quick quote flow each come with their own advantages and disadvantages which makes theme suitable for different use cases.
While the guided flow is a lot more educational and covers a wider range of policy customization options, it also takes a longer time to complete than the quick quote flow.
While the quick quote flow allows users to get a very quickly and can more easily be fit into any landing page or product page, it covers less details and is less educational than the guided flow.
This flow is available in two version - one for which
It is a full page, immersive experience, and can be used off-the-shelf as a White Swan hosted page or and inside your own websites or apps.
The quick quote flow is a small element that can be and into any landing page or product page. It can also be accessed as a standalone, White Swan hosted page.
Not all policies are available for instant quoting. To allow clients access to policies beyond those available instantly, both the quick quote flow and the guided flow provides the option of requesting a .
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[general pages](/partner-knowledge-base/platform-overview/using-the-platform/page-types-overview)
[white-labeled](/partner-knowledge-base/platform-overview/using-the-platform/white-labeling)
[embedded](/partner-knowledge-base/embedding-white-swan/overview-of-white-swan-embed)
[white labeled](/partner-knowledge-base/platform-overview/using-the-platform/white-labeling)
[embedded](/partner-knowledge-base/embedding-white-swan/overview-of-white-swan-embed)
[custom quote](/partner-knowledge-base/platform-overview/using-the-platform/instant-vs-custom-quotes)
---
# Sample Plan Visualizations | White Swan for Partners
Understanding the potential of a life insurance policy is crucial to help users feel safe and involved. Our Sample Plan Visualizations are designed to offer users a comprehensive preview of what different policy types can offer, even before they initiate a personal plan request.
Upon accessing this section, users are greeted with an intuitive interface that resembles the one used for visualizing actual personal plans. This interface visualize and showcase pivotal data points extracted from genuine sample plans. Depending on the policy type, users can access information such as:
* Initial death benefit and projected death benefit growth
* Projected cash value growth
* Premium amounts
* Potential retirement income
* Projected internal rates of return on cash value and death benefit
* Cash value allocation accounts with expandable details
* Riders included in the plan
A standout feature on this page is the interactive slider at the top. By adjusting this slider, users can visualize how varying premium budgets or initial death benefit amounts might influence the outcomes of the plan.
It's essential to note that the data presented is based on a hypothetical scenario featuring a 35-year-old man in prime health. While this doesn't directly translate to the exact results an individual user might receive, it serves as a valuable tool to grasp the potential benefits of a particular policy type.
To further guide users and instill confidence, the page also emphasizes our extensive carrier and product selection and underscores our unwavering commitment to upholding best-interest standards.
Finally, as users scroll to the bottom of the page, they are presented with options to explore other plans suitable for similar goals. This feature ensures they have all the information they need to make an informed decision about which policy type aligns best with their unique needs and goals.
[PreviousPolicy Type Recommendation Engine](/partner-knowledge-base/platform-overview/client-experience/policy-type-recommendation-engine)
[NextPersonal Plan Requests](/partner-knowledge-base/platform-overview/client-experience/personal-plan-requests)
Last updated 12 months ago
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---
# Page | White Swan for Partners
[PreviousUnderwriting & Issuance](/partner-knowledge-base/platform-overview/client-experience/underwriting-and-issuance)
[NextPlans to Access Platform](/partner-knowledge-base/platform-overview/plans-to-access-platform)
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---
# Personal Plans | White Swan for Partners
[PreviousPersonal Plan Requests](/partner-knowledge-base/platform-overview/client-experience/personal-plan-requests)
[NextApplications](/partner-knowledge-base/platform-overview/client-experience/applications)
Last updated 1 year ago
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At White Swan, we believe that every individual's insurance needs are unique. That's why our success managers meticulously handpick and design plans by comparing offerings from top-tier insurers. Once a plan is curated, clients receive a direct link via both email and text, granting them access to view their personalized plan.
**Security First:** Post this stage, we go the extra mile to protect client data. To access the intricate details of the plan, users must authenticate their identity. This can be done by logging into their account or through a two-factor authentication process, ensuring that their personal and financial data remains protected.
**Simplified Yet Comprehensive:** While every plan comes with a link to the actual insurance illustration document and, for Variable Universal Life, a prospectus, we understand these can be dense and challenging to decipher. To make this easier, we extract the key values from these documents and present them in a user-friendly visual format, similar to the style of our . Depending on policy type, users can expect to see:
* Initial and projected growth of the death benefit
* Projected growth of the cash value
* Premium amount
* Projected retirement income
* Projected internal rates of return for both cash value and death benefit
* Detailed breakdown of cash value allocation accounts, including details like:
* For variable life insurance funds, the fund inception date, average historical return, min/max return, managing institution, fund fee, and morningstar rating
* For indexed accounts, the floor rate, cap rate, account fee, participation rate, bonus/multiplier, and underlying index
* For fixed accounts, the current interest rate and the guaranteed minimum interest rate
* Riders included in the plan along with a description and cost if applicable
**Flexibility at Your Fingertips:** If users wish to explore alternatives or make modifications, they can effortlessly submit a change request. This feature allows them to contrast and compare different plans, ensuring they find the one that aligns perfectly with their needs.
**Guidance Every Step of the Way:** If users have questions or need clarifications, they can schedule a call with their dedicated success manager. They're here to answer any queries, assist with plan tweaks, or guide users through the application process.
**Timeliness Matters:** It's essential to note that the average plan remains valid for 45 days after being sent. This duration ensures users have ample time to make informed decisions without feeling rushed.
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[Sample Plan Visualizations](/partner-knowledge-base/platform-overview/client-experience/sample-plan-visualizations)
---
# Underwriting & Issuance | White Swan for Partners
The journey from application to policy issuance involves several steps, with underwriting being a pivotal phase. Here's a breakdown of what you can expect during the underwriting and issuance process with White Swan:
**Carrier-Led Underwriting:** Underwriting is predominantly conducted by the insurance carriers themselves. It's essential to understand that the underwriting methodologies and timeframes can differ significantly across various carriers.
**Varied Underwriting Durations:** Depending on the specifics of a case, the underwriting process can be as swift as a single day or extend beyond 90 days.
**Your Success Manager, Your Liaison:** Throughout the underwriting phase, our client success managers play a crucial role. They act as intermediaries between the insurer's underwriter and the applicant, ensuring smooth communication. Whether it's gathering additional information or scheduling a medical exam, they're there to facilitate the process.
**Accelerated Underwriting Programs:** We prioritize efficiency. That's why we often collaborate with accelerated underwriting programs. These programs enable a segment of qualifying applicants to breeze through the underwriting process almost instantly. However, some applicants might still need to undergo a comprehensive underwriting review.
**Flexibility in Carrier Selection:** Sometimes, challenges may arise during underwriting with a specific carrier. In such instances, we're agile. We might pivot and propose an application with an alternative carrier to ensure the best outcome for the applicant.
**Seamless Policy Issuance:** Once an offer is on the table, our success managers guide clients through the final steps. From setting up premium payments to e-signing essential documents, they ensure a hassle-free policy issuance and delivery experience.
[PreviousApplications](/partner-knowledge-base/platform-overview/client-experience/applications)
[NextPage](/partner-knowledge-base/platform-overview/page)
Last updated 1 year ago
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---
# Using Embed + API/Zapier | White Swan for Partners
[PreviousQuick Start Guide](/partner-knowledge-base/embedding-white-swan/quick-start-guide)
[NextOverview of Zapier Integration](/partner-knowledge-base/zapier-integration/overview-of-zapier-integration)
Last updated 1 year ago
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The White Swan embedded experience is designed for adaptability. Using our API and/or Zapier integration, you can customize any and use the returned URL in your embed.
**Example Customizations:**
* **Tailor Plan Requests:** You can cater to specific scenarios by exclusively offering expedited products, specific policy types, and more. Provide answers to any question to skip this question for the end-user.
* **Turbo-Mode Configuration:** Configure the request to be in **turbo-mode** to bypass the entire extras section.
* **Pre-fill Client Data:** Pre-fill requests with information you already possess, such as contact details, gender, and date of birth. These question are then skipped, expediting the request process for your client.
To go the extra mile in leveraging existing client data to make the experience more convenient for the client, you can additionally use the Create Pre-Fill Information action or in our API to pre-fill information in .
* * *
**How to Embed Customized URLs**
1. When setting up the (or comparable ), set the `Embed URL` parameter to `true` .
2. The action/call will return a unique URL. In your White Swan embed code, the **UNIQUE URL** should be replaced with the unique URL returned from the action/call.
Copy
1. Dynamically inserting the unique URL will vary based on your tech stack. For developers, our API provides a straightforward route. For Zapier users, your website builder may have a Zapier integration or a method to transfer data from another Zapier app into your website environment.
If you're uncertain about building this integration, consider consulting with ChatGPT, a developer familiar with your tech stack, or get in touch with the White Swan for Partners team for assistance.
π»
[plan request experience](/partner-knowledge-base/platform-overview/client-experience/personal-plan-requests)
[personal plan](/partner-knowledge-base/platform-overview/client-experience/personal-plan-requests)
[on Zapier](/partner-knowledge-base/zapier-integration/create-actions/create-pre-fill-information)
[end-users applications](/partner-knowledge-base/platform-overview/client-experience/applications)
[API Call: Start Personal Plan Request](/partner-knowledge-base/api-documentation/action-calls/start-personal-plan-request)
[action in Zapier](/partner-knowledge-base/zapier-integration/create-actions/start-personal-plan-request)
---
# Plans to Access Platform | White Swan for Partners
[PreviousPage](/partner-knowledge-base/platform-overview/page)
[NextConcierge Plan](/partner-knowledge-base/platform-overview/plans-to-access-platform/concierge-plan)
Last updated 12 months ago
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At White Swan, we understand that companies who want to leverage our platform to offer life insurance come in many different shapes and sizes, with varying requirements and needs. For this reason, we offer three different types of plans through which you can access the platform.
These plans mainly differ in terms of their cost & potential revenue, the amount of operational responsibility you take on in the process, and the flexibility you have.
* * *
**Plan Types**
* \- this is a fully outsourced plan where White Swan affiliated agents process cases on your behalf
* \- this is a plan for insurance agents and agencies that is free to use through affiliated contracting channels
* \- this is a plan for insurance distributors that is paid and offers the most flexibility with contracting
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[Concierge Plan](/partner-knowledge-base/platform-overview/plans-to-access-platform/concierge-plan)
[Digital Agent Plan](/partner-knowledge-base/platform-overview/plans-to-access-platform/digital-agent-plan)
[Innovator Plan](/partner-knowledge-base/platform-overview/plans-to-access-platform/innovator-plan)
---